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Galapagos NV: 1 director

A director at Galapagos NV bought 251,911 shares at 30.430USD and the significance rating of the trade was 100/100. 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 clearl...

Jacob Mekhael
  • Jacob Mekhael

Galapagos FIRST LOOK: Post 1H25 1-1 mgt. call key takeaways

Galapagos reported 1H25 results today and we had the opportunity to catch up with management including new CEO Henry Gosebruch and new CFO Aaron Cox. We summarise our main takeaways in this note.

Martial Descoutures
  • Martial Descoutures
Hilde Van Boxstael ... (+5)
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Kristof Samoy
  • Thibault Leneeuw
  • Wim Lewi
Jacob Mekhael
  • Jacob Mekhael

Galapagos Uneventful 1H25 results, updates to come with 3Q25 results

Galapagos reported uneventful 1H25 results with € 3.1b in cash, though no FY25 cash burn guidance was provided (previously € 175-225m) and an update is expected with the 3Q25 results. In the pipeline, strategic alternatives continue to be explored for the cell therapy business and more information is expected with the 3Q25 results. € 37 TP maintained, though we update our rating to Accumulate (from Buy) given the absence of near-term triggers.

 PRESS RELEASE

Galapagos Bolster Leadership Team with Seasoned Life Sciences Executiv...

Galapagos Bolster Leadership Team with Seasoned Life Sciences Executives to Accelerate Business Transformation Appoints Sooin Kwon as Chief Business Officer and Dan Grossman as Chief Strategy Officer Both executives possess proven track records in strategic execution and deal-making and will help drive long-term value creation at Galapagos Mechelen, Belgium; July 23, 2025, 22.01 CET; Galapagos NV (Euronext & NASDAQ: GLPG) today announced the appointments of Ms. Sooin Kwon as Chief Business Officer (CBO) and Mr. Dan Grossman as Chief Strategy Officer (CStO), effective August 4, 2025, furth...

 PRESS RELEASE

Galapagos versterkt managementteam met ervaren life sciences leidingge...

Galapagos versterkt managementteam met ervaren life sciences leidinggevenden om bedrijfstransformatie te versnellen Benoemt Sooin Kwon tot Chief Business Officer en Dan Grossman tot Chief Strategy Officer Beide leidinggevenden hebben een bewezen staat van dienst op het gebied van strategische uitvoering en het sluiten van deals en zullen helpen bij het stimuleren van waardecreatie op lange termijn bij Galapagos Mechelen, België; 23 juli, 2025, 22.01 CET; Galapagos NV (Euronext & NASDAQ: GLPG) kondigde vandaag de benoemingen aan van mevrouw Sooin Kwon als Chief Business Officer (CBO) e...

 PRESS RELEASE

Galapagos Welcomes Seasoned Pharmaceutical Executives Dawn Svoronos an...

Galapagos Welcomes Seasoned Pharmaceutical Executives Dawn Svoronos and Jane Griffiths to Its Board of Directors New Directors bring deep commercial, operational, and transaction experience to the Board Mechelen, Belgium; July 23, 2025, 22:01 CET; Galapagos NV (Euronext & NASDAQ: GLPG) today announced the appointments by way of co-optation of Dawn Svoronos and Jane Griffiths as Non-Executive Independent Directors to its Board of Directors, effective July 28, 2025. Dawn Svoronos and Jane Griffiths will replace Peter Guenter and Simon Sturge, who will step down from the Board on July 28, 20...

 PRESS RELEASE

Galapagos verwelkomt ervaren farmaceutische leidinggevenden Dawn Svoro...

Galapagos verwelkomt ervaren farmaceutische leidinggevenden Dawn Svoronos en Jane Griffiths in haar Raad van Bestuur Nieuwe Bestuurders brengen uitgebreide commerciële, operationele en transactionele ervaring mee naar de Raad van Bestuur Mechelen, België; 23 juli 2025, 22:01 CET; Galapagos NV (Euronext & NASDAQ: GLPG) kondigde vandaag de benoeming aan, via coöptatie, van Dawn Svoronos en Jane Griffiths, als Niet-Uitvoerende Onafhankelijke Bestuurders van de Raad van Bestuur, met ingang van 28 juli 2025. Dawn Svoronos en Jane Griffiths zullen Peter Guenter en Simon Sturge vervangen, die op...

 PRESS RELEASE

Galapagos Reports Half-Year 2025 Financial Results and Provides Second...

Galapagos Reports Half-Year 2025 Financial Results and Provides Second Quarter Business Update Appointments of new CEO, CFO, and seasoned business development leaders with proven track records of executing strategic transactions will position the Company to drive shareholder value and advance pipeline expansion Strategic alternatives for the cell therapy business, including a potential divestiture, are being evaluated; CAR-T programs maintain positive momentum with recently presented clinical data Strong balance sheet with €3.1 billion in cash and financial investments as of June 30, 2025...

 PRESS RELEASE

Galapagos rapporteert halfjaarcijfers 2025 en geeft een update over de...

Galapagos rapporteert halfjaarcijfers 2025 en geeft een update over de activiteiten in het tweede kwartaal De benoemingen van een nieuwe CEO, CFO en ervaren business development-leiders met bewezen ervaring in strategische transacties, versterken de positie van het bedrijf om aandeelhouderswaarde te creëren en de pijplijn uit te breiden Strategische alternatieven voor de celtherapieactiviteiten, waaronder een mogelijke desinvestering, worden geëvalueerd; de CAR-T-programma’s blijven positieve vooruitgang boeken met recent gepresenteerde klinische data Sterke balans met €3,1 miljard in gel...

Martijn Den Drijver
  • Martijn Den Drijver
ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

GBL: 1H25 preview; Greenyard: Results of initial acceptance period of voluntary and conditional takeover bid; Proximus: Weak Route Mobile results 1Q26, change in CEO; Staffing sector: Manpower 2Q25 beats; 3Q25 outlook only slightly better Coverage change Events Calendar

Hilde Van Boxstael ... (+3)
  • Hilde Van Boxstael
  • Michiel Declercq
  • Wim Hoste
 PRESS RELEASE

CMB.TECH's update on the Golden Ocean merger process

CMB.TECH's update on the Golden Ocean merger process Antwerp, July 17, 2025 (GLOBE NEWSWIRE) -- CMB.TECH NV (NYSE: CMBT & Euronext Brussels: CMBT) (“CMB.TECH”) provides a market update on the progress of the stock-for-stock merger between CMB.TECH and Golden Ocean Group Limited (NASDAQ: GOGL & Euronext Oslo Børs: GOGL) ("Golden Ocean"). The transaction is structured as a merger, with Golden Ocean merging with and into CMB.TECH Bermuda Ltd. ("CMB.TECH Bermuda”), a wholly-owned subsidiary of CMB.TECH, with CMB.TECH Bermuda as the surviving company (the “Merger”). In the framework of the M...

Hilde Van Boxstael ... (+6)
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Livio Luyten
  • Michiel Declercq
  • Thomas Vranken
  • Wim Hoste
Wim Hoste
  • Wim Hoste

Umicore Model update following recent guidance upgrade, target price u...

The recent FY25 guidance upgrade prompts us to increase our FY25E adjusted EBITDA forecast by 12% whilst we also decided to increase our forecasts for the years 2026-2028 by c. 10-12%, reflecting oa the progress with efficiency improvement measures and advantageous metal prices, which we believe Umicore will probably partly lock-in for a longer period of time. Umicore is a combination of different tales, with the foundation businesses (Catalysis, Recycling, Specialty Materials) mainly run for th...

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