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UCB SA: 2 directors
Two Directors at UCB SA sold/bought 1,385 shares at 128.760USD. The significance rating of the trade was 59/100. 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...
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Michiel Declercq
- Sharad Kumar S.P
- Thomas Vranken
- Wim Hoste
- Wim Lewi
- Jacob Mekhael
- Thomas Vranken
MaaT Pharma Business update and milestones ahead
MaaT Pharma provides a broad overview of its recent activities and expected milestones. We can expect a number of updates from MaaT's pipeline in the coming months, the most notable of which is the primary endpoint readout (28 day GI-ORR) from the Ph3 ARES trial of enema MaaT013 in aGvHD, which is expected mid 4Q24. We reiterate our € 15 TP and Buy rating.
MaaT Pharma fait le point sur ses activités et les principaux jalons a...
LYON, France--(BUSINESS WIRE)-- Regulatory News: (EURONEXT : MAAT - la « Société »), société de biotechnologies en stade clinique avancé, leader dans le développement de Microbiome Ecosystem TherapiesTM (MET)1 visant à améliorer la survie des patients atteints de cancers, fait le point sur ses activités et rappelle les principales étapes attendues pour l’année 2024. Hervé Affagard, directeur général et co-fondateur de MaaT Pharma, a déclaré : « nous avançons avec confiance vers les résultats de la Phase 3 pour MaaT013, tout en continuant à atteindre des jalons clés et à créer de la valeur...
MaaT Pharma Provides a Business Update and Highlights Key Milestones E...
LYON, France--(BUSINESS WIRE)-- Regulatory News: (EURONEXT: MAAT – the “Company”), a clinical-stage biotechnology company and a leader in the development of Microbiome Ecosystem TherapiesTM (MET) dedicated to enhancing survival for patients with cancer, today provided a business update and highlights its key milestones for 2024. Hervé Affagard, CEO and co-founder of MaaT Pharma said: “We're confidently advancing towards Phase 3 results for MaaT013, meeting milestones and delivering value for shareholders. Recent data at the EBMT annual congress underscores MaaT013's potential in aGvHD whe...
MaaT Pharma: Information mensuelle relative au nombre total de droits ...
LYON, France--(BUSINESS WIRE)-- Regulatory News: (EURONEXT : MAAT - la « Société »), société de biotechnologies en stade clinique avancé, leader dans le développement de Microbiome Ecosystem Therapies™ (MET)1 visant à améliorer la survie des patients atteints de cancers, publie le nombre d'actions composant son capital et le nombre total de droits de vote (articles L. 233-8 II du code de commerce et 223-16 du règlement général de l'AMF) au 30 avril 2024. Place de cotation : Euronext Paris Code ISIN : FR0012634822 Site web : Date Nombre total d’actions composant le capital...
- ING Helpdesk
Benelux Morning Notes
Aperam: In-line 1Q24 EBITDA, FCF marked by WC build, 2Q24 guidance below consensus. Ayvens: Taking the brakes off. BAM: Not the best start to the year. bpost: 1Q24 in line with consensus but beat vs INGF, no outlook yet. Brunel International: good set of 1Q24 results – 5% beat on EBIT, comforting trends. B&S Group: Preview - should be a non-event. DEME Group: Preview - should be a non-event. D'Ieteren: Febiac April registrations flat YoY, VW brands up 8.4%. GBL: NAV per share in ...
- Kristof Samoy
- Michiel Declercq
- Sharad Kumar S.P
- Thomas Vranken
- Wim Hoste
- Thomas Vranken
UCB Model update: UCB's five growth drivers into the next decade
UCB is entering a next stage of growth as it turns the page on the loss of exclusivity of several of its mature assets. The new chapter will focus strongly on five growth drivers: Bimzelx, Rystiggo, Zilbrysq, Fintepla and Evenity. Jointly, these assets could deliver significant topline growth and margin improvements in the coming years. We have conducted an extensive update of our model to incorporate these new dynamics. Our DCF-based valuation points to a fair value of € 143 per share (previous...
- Thomas Vranken
UCB Bimzelx launch tracker
Our Bimzelx launch tracker tool keeps an eye on the ongoing commercialization of Bimzelx in the US by looking at total prescriptions (TRx). Our latest figure for week 22 points to 898 TRx, down 2% versus last week's result, and up 11% on a 4-week rolling basis. Altogether, we see a smooth ramp-up for Bimzelx in its first months since launch.
- ING Helpdesk
Benelux Morning Notes
Azelis: Strong margin performance in weak trading results in 3% EBITA beat. BE Semiconductor Industries: 1Q24 results; prolonged downcycle. Coca-Cola Europacific Partners plc: Messy but good. DWS: Record breaking. Flow Traders: Crypto Kings. Fugro: Here we go again. Kinepolis: Weak start to the year, but a bit better than feared. UCB: Changes in the group executive committee. Unilever: Heading in the right direction. Vonovia: Disposal of 4,500 apartments for €700m. Wolters Kl...
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Michiel Declercq
- Thomas Couvreur
- Wim Hoste
- Jacob Mekhael
MaaT Pharma Model update
We update our model for MaaT post the FY23 results. MaaT's FY23 R&D increased to € 20.9m (FY22: € 14.3m), while SG&A also increased to € 5.4m (FY22: € 4.5m). We roll-over our model to 2024, which removes 1 year of negative cashflows, however this is offset by increasing our FY24 R&D estimate to € 32m (from € 27m), and outstanding shares to 11.6m (from 9.8m). All in all, we maintain our € 15 TP and BUY rating, and look forward to the phase 3 topline readout for MaaT013 (mid 4Q24) as the next big ...
MaaT Pharma annonce la tenue de son Assemblée Générale Mixte le 28 mai...
LYON, France--(BUSINESS WIRE)-- Regulatory News: (EURONEXT : MAAT - la « Société »), société de biotechnologies en stade clinique avancé, leader dans le développement de Microbiome Ecosystem TherapiesTM (MET)1 dédiées pour améliorer la survie des patients atteints de cancers, informe ses actionnaires que son Assemblée générale mixte (ordinaire et extraordinaire) aura lieu le 28 mai 2024 à 11h00 CET à son siège social en France, situé au 70 avenue Tony Garnier, 69007 Lyon. L’avis de réunion valant avis de convocation a été publié au Bulletin des annonces légales obligatoires du lundi 22 av...
- ING Helpdesk
- Thomas Vranken
UCB Bimzelx launch tracker
Our Bimzelx launch tracker tool keeps an eye on the ongoing commercialization of Bimzelx in the US by looking at total prescriptions (TRx). Our latest figure for week 21 points to 914 TRx, up 3% in a holiday week versus last week's result, which was overreported after the resolution of the hack attack, and up 15% on a 4-week rolling basis. Altogether, we see a smooth ramp-up for Bimzelx in its first months since launch.
- Thomas Vranken
- Laura Roba
UCB - Green light for BIMZELX® in hidradenitis suppurativa in Europe
BIMZELX® has been granted marketing authorization in EU for the treatment of active moderate to severe hidradenitis suppurativa (HS) in adults. This approval follows positive CHMP opinion issued in March 2024.We model HS as the 2nd biggest indication for BIMZELX®, with close to EUR1bn in peak sales, after plaque psoriasis, with the EU making up about 25% of peak sales.We have a combined 85% LoA for the USA, EU, & JPN in our model and upon approval in all said geographies our TP moves up EUR 1.8 ...
- Michiel Declercq
- Thibault Leneeuw
- Thomas Vranken
- Jacob Mekhael
MaaT Pharma FIRST LOOK: Additional EAP data supportive of MaaT013 in a...
MaaT reported additional early access program (EAP) data for MaaT013 in 140 patients with aGvHD to be presented at EBMT, being held 14-17 April. The results continue to show solid ORR outcomes, and we are particularly encouraged by the 42% overall survival observed in the steroid and ruxolitinib refractory subset at 18 months, as this is a similar patient population to that of the phase 3 (ARES) trial - topline (GI-ORR) data from MaaT013's phase 3 is expected in mid 4Q24. We reiterate our BUY ra...
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