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ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

ASR: Buyout deal, second in as many months, similar size (€660m). Flow Traders: Sticky digits. IMCD: Small but solid acquisition in India. Randstad: Preliminary preview of 2Q25F results due 23 July. UCB: Fintepla meets primary endpoint in CDKL5 Deficiency Disorder

Hilde Van Boxstael ... (+5)
  • Hilde Van Boxstael
  • Thibault Leneeuw
  • Thomas Couvreur
  • Thomas Vranken
  • Wim Hoste
Thomas Vranken
  • Thomas Vranken

UCB FIRST LOOK: Fintepla scores Phase 3 win in third epileptic indicat...

UCB announced positive Phase 3 results for Fintepla in treating CDKL5 deficiency disorder (CDD), a rare and severe early-onset epileptic condition with limited treatment options. The randomized, placebo-controlled study in patients aged 1–35 met its primary and secondary endpoints, showing a significant reduction in countable motor seizures and a favourable safety profile. UCB plans to announce the full dataset at an upcoming conference and seek regulatory approval promptly. This marks Fintepla'...

 PRESS RELEASE

Danone further invests in gut health and next-generation biotic resear...

Danone further invests in gut health and next-generation biotic research with the acquisition of The Akkermansia Company Press release – Paris, June 25, 2025, at 18:00 CEST Danone further invests in gut health and next-generation biotic research with the acquisition of The Akkermansia Company Danone today announces the acquisition of The Akkermansia Company (TAC), a Belgian company with nearly 20 years of history and science, specializing in biotics. In 2004, using state-of-the-art technology, scientists at TAC discovered and developed a biotic strain, Akkermansia muciniphila MucT™. The...

 PRESS RELEASE

Danone renforce son engagement dans la santé intestinale et la recherc...

Danone renforce son engagement dans la santé intestinale et la recherche dans le domaine des biotiques de nouvelle génération avec l’acquisition de The Akkermansia Company Communiqué de presse – Paris, le 25 juin 2025 à 18h00 Danone renforce son engagement dans la santé intestinale et la recherche dans le domaine des biotiques de nouvelle génération avec l’acquisition de The Akkermansia Company Danone annonce aujourd’hui l’acquisition de The Akkermansia Company (TAC), une entreprise belge pionnière dans le domaine de la biotique, forte de près de 20 ans d’expertise et de recherche scienti...

Dominic Rose ... (+2)
  • Dominic Rose
  • Naresh Chouhan

UCB - Bimzelx Consensus for 2025 Too Low

We are 28% above cons. US Bimzelx sales for H125 with Bimzelx sales momentum being the most important factor for the UCB investment thesis. Unlike the early days for US obesity, this is one of the most complex dynamics we have contended with when forecasting sales. There are multiple unknowns that we have sought to model (net price per scrip, net avg. price by indication, 2024 volume, volume growth by payer & incremental discounts to unlock that volume growth). As a result of our analysis, we in...

SEB SA: 1 director

A director at SEB SA sold 550 shares at 79.750EUR and the significance rating of the trade was 53/100. 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 showing Clo...

Carole Braudeau
  • Carole Braudeau

Credit Morning 06/19/2025

Eutelsat: € 1bn framework agreement with the French Armed forces ministry|Worldline: several candidates in the running to acquire the MeTS division, including OVHcloud (Les Echos)|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 19/06/2025

Eutelsat : accord cadre de 1 md EUR avec le Ministère français des Armées|Worldline : plusieurs candidats au rachat de la division MeTS dont OVHcloud (Les Echos)|

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