reports
- Guy Sips
- Hilde Van Boxstael
- Kristof Samoy
- Livio Luyten
- Michiel Declercq
- Thibault Leneeuw
- Thomas Vranken
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List Update July: Removing Fagron and Melexis, Adding...
Since the last publication of our Dynamic Top Pick List on 5 June 2025, our selection has seen again a nice outperformance versus the reverence indices (AEX, Bel20 and Eurostoxx50) of on average 3.3%. Our July update brings 3 adjustments to the list : Since being added to the list in December 2024, Fagron's share price has surged +/-22%, driven by strong Q1 2025 results and robust growth across all regions. Fagron reaffirmed its FY25 guidance and unveiled its “Compounding for Growth” strategy, ...
EUR 200 million share buyback begins
EUR 200 million share buyback begins Schiphol, July 1, 2025 - Aegon today begins a EUR 200 million share buyback that was on May 16, 2025. The share buyback is expected to be completed by December 15, 2025, barring unforeseen circumstances. Aegon has entered into an agreement with its largest shareholder, Vereniging Aegon, to participate in the new EUR 200 million share buyback program. Vereniging Aegon will participate pro-rata in the share buyback program based on its combined common shares and common shares B which represent about 18.4% of the total shareholders’ voting rights that are ...
EUR 150 million share buyback completed
EUR 150 million share buyback completed Schiphol, July 1, 2025 - Aegon today announces the completion of its EUR 150 million share buyback program that on January 13, 2025. Between January 13, 2025, and June 30, 2025, 25,200,170 common shares were repurchased for a total amount of EUR 150 million at an average price of EUR 5.9641 per share. Aegon will use 6,720,045 common shares to meet its obligations resulting from share-based compensation plans for senior management and cancel the remainder of the repurchased shares in the second half of 2025. For further details, visit our share buyb...
- ING Helpdesk
- ING Helpdesk
- Livio Luyten
- Wim Lewi
- ING Helpdesk
- Kristof Samoy
- Livio Luyten
- Michiel Declercq
- Wim Lewi
- Jacob Mekhael
Galapagos Appoints Aaron Cox as new CFO
Galapagos announced the appointment of Aaron Cox as CFO, effective 7 July 2025. Most recently, he served as Executive VP and CFO at Horizon Therapeutics. Aaron replaces Thad Huston, who joined Galapagos as CFO in 2023. With plans to explore strategic options for the cell therapy business, as well as plans to utilise the €3.3b cash (as of 1Q25) to build a new pipeline through business development, Aaron's network and experience in deal making will be key to Galapagos' strategy going forward. We r...
- Hilde Van Boxstael
- Jacob Mekhael
- Wim Lewi
Galapagos benoemt Aaron Cox als Chief Financial Officer
Galapagos benoemt Aaron Cox als Chief Financial Officer Voormalig CFO van Horizon vervoegt Galapagos met diepgaande expertise in internationale bedrijfsfinanciering, fusies en overnames, bedrijfsontwikkeling en strategisch leiderschap Mechelen, België; 23 juni 2025, 07:30 CET; gereglementeerde informatie - voorwetenschap - Galapagos NV (Euronext & NASDAQ: GLPG) kondigde vandaag de benoeming aan van de heer Aaron Cox als Chief Financial Officer, met ingang van 7 juli 2025. De heer Cox volgt de heer Thad Huston op, die tot 31 juli 2025 bij het bedrijf zal blijven om een soepele overdracht t...
Galapagos Appoints Aaron Cox as Chief Financial Officer
Galapagos Appoints Aaron Cox as Chief Financial Officer Former Horizon CFO joins Galapagos with deep expertise in international corporate finance, M&A, business development and strategic leadership Mechelen, Belgium; June 23, 2025, 07:30 CET; regulated information – inside information – Galapagos NV (Euronext & NASDAQ: GLPG) today announced the appointment of Mr. Aaron Cox as Chief Financial Officer, effective July 7, 2025. Mr. Cox succeeds Mr. Thad Huston, who will remain with the company through July 31, 2025, to ensure a smooth transition of responsibilities.Aaron brings more than two ...
Galapagos NV: 1 director
A director at Galapagos NV bought 5,129 shares at 28.300EUR and the significance rating of the trade was 65/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly s...
- Jacob Mekhael
Galapagos GLPG5101 phase 1/2 r/r iNHL cohort differentiates with high ...
Galapagos presented new data from the ongoing Phase 1/2 (ATALANTA-1) study of GLPG5101 (CD19 CAR-T) at the International Conference on Malignant Lymphoma (ICML). Results from the r/r iNHL cohort (FL and MZL) showed a high complete response rate of 97%, higher than Yescarta's 75% CR rate (79% in FL, 75% in MZL) in the same patient population in the phase 2 (ZUMA-5) trial. Safety continues to be a differentiator with only 1 grade 3 ICANS (vs. 19% grade = 3 with Yescarta). All in all, a supportive ...
- Hilde Van Boxstael
- Jacob Mekhael
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
- Stijn Demeester
Fagron/Confident ambitions not yet priced in/BUY
We raise our target price to €26 per share from €22.5 and reiterate our BUY recommendation, as we find Fagron's recent step-up in growth targets is not yet priced in. Given high visibility on organic growth, attractive value and a strengthening track record, Fagron remains on the ING Benelux Favourites list.
Galapagos Presented New Data at ICML 2025 From Cohort 3 of ATALANTA-1 ...
Galapagos Presented New Data at ICML 2025 From Cohort 3 of ATALANTA-1 in Relapsed/Refractory Indolent NHL Patients, Demonstrating High Complete Response and MRD Negativity Rates With CAR-T Candidate GLPG5101 Of the 34 patients enrolled in Cohort 3 of the ATALANTA-1 Phase 1/2 study, 32 received GLPG5101; 94% were infused with fresh CAR-T cells, and 93% were treated within seven days of manufacturing GLPG5101 demonstrated promising efficacy with durable CAR-T cell persistence and a favorable safety profile, including a 97% complete response rate, 100% MRD negativity in evaluable patients, su...
Galapagos presenteerde nieuwe gegevens op ICML 2025 van Cohort 3 van d...
Galapagos presenteerde nieuwe gegevens op ICML 2025 van Cohort 3 van de ATALANTA-1 studie bij patiënten met recidief/refractair indolent NHL, en toonde hoge complete respons- en MRD-negativiteitspercentages aan met de CAR-T-kandidaat GLPG51 Van de 34 patiënten die werden ingeschreven in Cohort 3 van de ATALANTA-1 fase 1/2-studie, ontvingen er 32 GLPG5101; 94% kreeg verse CAR T-cellen toegediend, en 93% werd behandeld binnen zeven dagen na productie GLPG5101 toonde veelbelovende werkzaamheid met een langdurige CAR T-cel persistentie en een gunstig veiligheidsprofiel, waaronder 97% complete...
- Guy Sips
Barco Beam Me Up, Barco – But Not Too Fast
Is Barco's strategy beginning to bear fruit, or is one swallow not making a summer? We are happy we gave them the benefit of the doubt after the FY24 results and 1Q25 trading update, given the structural improvements made over the past few years that have continued into the first months of 2025. Recently, we saw some multiple expansion in our SOTP-valuation. This combined with rolling forward our DCF, results in a higher TP of € 14.0 (was € 13.4). However, despite Barco not updating its guidanc...
- Guy Sips
- Kristof Samoy
- Livio Luyten
- Thomas Vranken
- Wim Hoste
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