reports
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List Update April 2026: Adding Fagron
The tariff war between US and China has eased, but with the Iran conflict and an erratic Trump, uncertainty will continues unabated. Energy prices have gone ballistic, with gas prices doubling in Europe and has hit the cyclical stocks hard. KBC macro-econimists have hiked the inflation expectation for 2026 from 1.9% to 3.3%. While the macro-economic impact has been limited so far, a prolonged uncertain situation will result in economic damage. We continue our defensive stance in our Benelux Dyna...
FAGR FAGRON SA
WKL WOLTERS KLUWER NV
EVS EVS BROADCAST EQUIPMENT SA
UCB UCB S.A.
DIE D'IETEREN SA
SOF SOFINA SA
IBAB ION BEAM APPLICATIONS SA
ROYAL VOPAK NV
CSM CORBION NV
ABI ANHEUSER-BUSCH INBEV SA/NV
ARGX ARGEN-X SE
WDP WAREHOUSES DE PAUW SCA
AZE AZELIS GROUP NV
DEME DEME GROUP NV
SHUR SHURGARD SELF STORAGE LIMITED
Abivax Publishes Financial Reports with the French and U.S. Securities...
Abivax Publishes Financial Reports with the French and U.S. Securities Regulatory Agencies Abivax Publishes Financial Reports with the French and U.S. Securities Regulatory Agencies Abivax publishes financial reports with the French and U.S. securities regulatory agencies PARIS, France – April 1, 2026 – 10:05 PM CEST – Abivax SA (Euronext Paris: FR0012333284 – ABVX / Nasdaq: ABVX) (“Abivax” or the “Company”), a clinical-stage biotechnology company focused on developing therapeutics that harness the body’s natural regulatory mechanisms to stabilize the immune response in patients with chr...
- Jacob Mekhael
UCB Kygevvi receives EC approval in ultra-rare disease TK2d
UCB announced that the European Commission approved Kygevvi (doxecitine and doxribtimine) under exceptional circumstances as the first and only treatment for paediatric and adult patients with genetically confirmed thymidine kinase 2 deficiency (TK2d) with an age of symptom onset on or before 12 years. The approval comes after the positive CHMP opinion announced in February 2026. Beyond the EU, the product received FDA approval in the US in 4Q25. € 284 TP and BUY maintained.
- Guy Sips
- Jacob Mekhael
- Mathijs Geerts Danau
- Wim Lewi
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Livio Luyten
- Michiel Declercq
- Wim Lewi
- Jacob Mekhael
UCB New Bimzelx data in HS and PsO at AAD 2026
UCB presented updated data for Bimzelx in hidradenitis suppurativa (HS) and psoriasis (PsO) at the AAD conference, held 27–31 March. In HS, data showing better outcomes in patients with lower disease duration and severity makes the case for earlier treatment with Bimzelx, further supporting the drug's continued commercial uptake. In PsO, we're encouraged to see high rates of complete skin clearance up to 4 years in patients that stopped and re-started treatment, which should help UCB capture re-...
- Hilde Van Boxstael
- Jacob Mekhael
- Livio Luyten
- Mathijs Geerts Danau
- Thomas Couvreur
- Wim Hoste
- David Vagman
- CFA
- Maxime Stranart
UCB/EmBOLDened by Bimzelx/BUY
We reiterate our BUY rating but cut our target price from €310 to €306, reflecting an increased equity risk premium due to the war in Iran. We continue to view UCB as a unique growth story in the industry, as we model core EPS to grow at c.30% CAGR over 2024-30F thanks to the continued growth of key blockbusters Bimzelx and Evenity. Next to these, we remain confident in UCB's long-term growth strategy with assets like Galvokimig, which continues to show efficacy data optically superior to other ...
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Jacob Mekhael
UCB Picks Georgia site for planned US manufacturing facility
Yesterday after market close, UCB announced that it has selected Gwinnett County, Georgia as the location for its new US biologics manufacturing facility. Once operational, the facility is expected to produce recently approved and future pipeline complex biologics 24/7 primarily for the US market. This project is expected to generate approx. $5bn in total economic impact, creating around 330 permanent highly skilled jobs, and more than 1000 construction jobs. Approx. 62% of the company's FY25 ne...
- Elias New
- Nicolas David
- Sinan Doganli
- Elias New
- Nicolas David
- Sinan Doganli
- Martial Descoutures
- Martial Descoutures
Abivax Announces Full Year 2025 Financial Results and Provides Busines...
Abivax Announces Full Year 2025 Financial Results and Provides Business Updates Abivax Announces Full Year 2025 Financial Results and Provides Business Updates ABTECT Phase 3 Data Safety Monitoring Board (DSMB) meeting on March 18, 2026 found no new safety signals; the analysis included 100% of patients randomized, with nearly 90% having completed the 44-week double blind maintenance trialThe Company’s pivotal Phase 3 ABTECT maintenance trial evaluating obefazimod for moderately to severely active ulcerative colitis remains on track to report topline results in late Q2 2026Abivax appointed...
- Jerôme Bodin
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
AUTN AUTONEUM HOLDING AG
IDL ID LOGISTICS GROUP
DEC JCDECAUX SA
KCO KLOECKNER & CO SE
FAGR FAGRON SA
EKI EKINOPS SA
MTU MANITOU BF SA
GBT GUERBET SA
ALLAN LANSON-BCC
SDF K+S AG
ENI ENI S.P.A.
REP REPSOL SA
INRN INTERROLL HOLDING AG
ERG ERG S.P.A.
TECN TECAN GROUP AG
KARN KARDEX HOLDING AG
SIGHT GENSIGHT BIOLOGICS SA
SEFER SERGEFERRARI GROUP SA
VIG VIENNA INSURANCE GROUP AG WIENER VERSICHERUNG GRUPPE
POST OSTERREICHISCHE POST AG
FLU FLUGHAFEN WIEN AG
VLTSA VOLTALIA
MAU ETABLISSEMENTS MAUREL & PROM SA
DUFN DUFRY AG
RUI RUBIS SCA
BP. BP P.L.C.
TFF TFF GROUP
MEDCL MEDINCELL SA
ANTIN ANTIN INFRASTRUCTURE PARTNERS
SHEL SHELL PLC
BANB BACHEM HOLDING AG
CAN CANAL+
TRIO TRIODOS BANK N.V.
AUMOV AUMOVIO
- Jerôme Bodin
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
AUTN AUTONEUM HOLDING AG
IDL ID LOGISTICS GROUP
DEC JCDECAUX SA
KCO KLOECKNER & CO SE
FAGR FAGRON SA
EKI EKINOPS SA
MTU MANITOU BF SA
GBT GUERBET SA
ALLAN LANSON-BCC
SDF K+S AG
ENI ENI S.P.A.
REP REPSOL SA
INRN INTERROLL HOLDING AG
ERG ERG S.P.A.
TECN TECAN GROUP AG
KARN KARDEX HOLDING AG
SIGHT GENSIGHT BIOLOGICS SA
SEFER SERGEFERRARI GROUP SA
POST OSTERREICHISCHE POST AG
FLU FLUGHAFEN WIEN AG
VLTSA VOLTALIA
MAU ETABLISSEMENTS MAUREL & PROM SA
DUFN DUFRY AG
RUI RUBIS SCA
BP. BP P.L.C.
TFF TFF GROUP
MEDCL MEDINCELL SA
ANTIN ANTIN INFRASTRUCTURE PARTNERS
SHEL SHELL PLC
BANB BACHEM HOLDING AG
CAN CANAL+
TRIO TRIODOS BANK N.V.
AUMOV AUMOVIO
- Martial Descoutures
- Oussema Denguir
- Martial Descoutures
- Oussema Denguir
- ING Helpdesk
Benelux Morning Notes
AEGON: Launch of Aegon Insurance Asset Management Company in China (tidying up). Basic-Fit: Solid final FY25; strong membership ingrowth in 1Q26 comfort on energy prices. CVC Capital Partners: Steady delivery. D'Ieteren: 2H25 beat on Auto, Belron delivering, PBT group guidance 7% below. UCB: Bimzelx demonstrates superiority to Skyrizi. Wereldhave: c.€5.6m acquisition of supermarket in Ville2, full ownership of the centre
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