reports
- Hilde Van Boxstael
- Jacob Mekhael
- Livio Luyten
- Thibault Leneeuw
- Wim Lewi
- ING Helpdesk
Benelux Morning Notes
Acomo: Acquires Manuzzi, expanding footprint in Southern Europe ASR: Ingrid de Swart to succeed Jos Baeten as CEO of ASR in May 2026 Fagron: Antitrust clearance for Brazilian Purifarma and Injeplast deals PostNL: Relaxation USO D+3 brought forward, pre-earnings analyst call 3Q25 Sofina: Over €0.5bn of additional firepower
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Livio Luyten
- Michiel Declercq
- Wim Lewi
- Jacob Mekhael
Galapagos Media reports Paul Stoffels behind non-binding offer for cel...
According to media reports, Paul Stoffels, Galapagos' previous CEO, has assembled a group of investors to bid for the company's cell therapy business. After joining Galapagos in 2022, Paul Stoffels pivoted the company towards cell therapies and focussed the company's efforts on de-centralised CAR-T manufacturing as a way to broaden access to such treatments. Following his resignation earlier this year, he now has placed a non-binding offer for the cell therapy business which is under strategic r...
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Michiel Declercq
- Thomas Couvreur
- Wim Lewi
- Jacob Mekhael
Galapagos Receives non-binding offers for cell therapy business
Galapagos announced that it has received a limited number of non-binding offers from consortia, predominantly comprised of financial investors, to acquire the cell therapy business. The deadline for potential bidders to put forward binding, fully-financed, offers is in the coming weeks. The company will make an announcement on the outcome of the review of strategic alternatives for the cell therapy business no later than its 3Q25 update on 5 November 2025. € 37 TP and ACCUMULATE reiterated.
- Guy Sips
- Kristof Samoy
- Livio Luyten
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List Update October: Removing VGP – Adding Shurgard a...
In this October update of our Dynamic Top Pick List we are removing VGP while adding Shurgard and Wolters Kluwer. Since its recent inclusion in our Dynamic Top Pick List in July-25, VGPs share rose by 10.6%. While we still believe there is significant upside to the share price, we don't see short term catalysts. In fact, the macro picture remains cloudy with the jury still out on the impact of tariffs and the erratic US policy shifts. Also, we are a bit concerned that competition in Western Eur...
WKL WOLTERS KLUWER NV
EVS EVS BROADCAST EQUIPMENT SA
XIOR XIOR STUDENT HOUSING N.V.
DIE D'IETEREN SA
SOF SOFINA SA
ROYAL VOPAK NV
VGP VGP NV
KIN KINEPOLIS GROUP NV
ABI ANHEUSER-BUSCH INBEV SA/NV
EXO EXOR N.V.
WDP WAREHOUSES DE PAUW SCA
AZE AZELIS GROUP NV
DEME DEME GROUP NV
SHUR SHURGARD SELF STORAGE LIMITED
Galapagos Provides Update on Strategic Alternatives for Its Cell Thera...
Galapagos Provides Update on Strategic Alternatives for Its Cell Therapy Business Mechelen, Belgium; October 1, 2025, 22:01 CET; Galapagos NV (Euronext & NASDAQ: GLPG) and its Board of Directors today issued the following statement: On May 13, 2025, Galapagos announced that its Board of Directors (the “Board”) had decided to explore all strategic alternatives for its cell therapy business (the “Cell Therapy Business”), including a potential divestiture of the Cell Therapy Business, with the goal of preserving shareholder value. As part of its review of strategic alternatives, over ...
Galapagos geeft update over strategische alternatieven voor haar celth...
Galapagos geeft update over strategische alternatieven voor haar celtherapieactiviteiten Mechelen, België; 1 oktober 2025, 22:01 CET; Galapagos NV (Euronext & NASDAQ: GLPG) en haar Raad van Bestuur hebben vandaag de volgende verklaring uitgegeven: Op 13 mei 2025 kondigde Galapagos aan dat haar Raad van Bestuur (de “Raad”) had besloten om alle strategische alternatieven voor haar celtherapieactiviteiten (de “Celtherapieactiviteiten”) te verkennen, met inbegrip van een mogelijke verkoop van de Celtherapieactiviteiten, met als doel het waarborgen van aandeelhouderswaarde. Als onderdeel...
- Kristof Samoy
- Livio Luyten
- Wim Lewi
- Livio Luyten
Sofina Sofina launches €545 rights offering
This morning Sofina announced a rights offering of up to €545.6m, issuing a maximum of 2,446,428 new shares at €223.00 per share. This represents a 12.1% discount to the TERP of €253.61 (based on the 23 September 2025 closing price of €255.80). The subscription ratio is 1 new share for 14 preferential rights. The proceeds aim to enhance Sofina's investment platform, enabling increased capital deployment, larger investment tickets, and flexibility in exit timing. Sofina's reference shareholder (c...
- ING Helpdesk
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Livio Luyten
- Lynn Hautekeete
- Mathijs Geerts Danau
- Michiel Declercq
- Livio Luyten
Sofina TikTok deal nears, clearing political overhang on Sofina's larg...
The WSJ reported that ByteDance, parent of TikTok, is nearing a deal to resolve U.S. regulatory concerns. A consortium led by Oracle, Silver Lake, and Andreessen Horowitz are set to control 80% of its U.S. business under a U.S.-China framework. The arrangement also includes an American-dominated board and Oracle handling U.S. user data in Texas, while licensing ByteDance's algorithms. Sofina acquired a minority stake in ByteDance in 2016 through a special purpose vehicle alongside other investor...
BVI BUREAU VERITAS SA
ADP AEROPORTS DE PARIS SA
DGE DIAGEO PLC
SU SCHNEIDER ELECTRIC SE
OSE OSE IMMUNOTHERAPEUTICS SA
RI PERNOD RICARD SA
HO THALES SA
RCO REMY COINTREAU SA
EVT EVOTEC SE
MF WENDEL SE
A1XEH4 CROSSJECT SA
TNG TRANSGENE SA
ABVX ABIVAX SA
IPH INNATE PHARMA SA CLASS A
VLS VALNEVA SE
ISP INTESA SANPAOLO S.P.A.
GNFT GENFIT SA
UCG UNICREDIT S.P.A.
SIGHT GENSIGHT BIOLOGICS SA
ADOC ADOCIA SA
FYB FORMYCON AG
GLPG GALAPAGOS NV
ALVAL VALBIOTIS SA
MOL MOL HUNGARIAN OIL & GAS PLC CLASS A
MEDCL MEDINCELL SA
CPR DAVIDE CAMPARI-MILANO N.V.
AELIS AELIS FARMA SA
BAI BENEVOLENTAI
OSE OSE IMMUNOTHERAPEUTICS SA
EVT EVOTEC SE
MF WENDEL SE
A1XEH4 CROSSJECT SA
TNG TRANSGENE SA
ABVX ABIVAX SA
ALDEL DELFINGEN INDUSTRY SA
IPH INNATE PHARMA SA CLASS A
VIRP VIRBAC SA
VLS VALNEVA SE
GBT GUERBET SA
GOE GROUPE GORGE SA
ISP INTESA SANPAOLO S.P.A.
TIETO TIETOEVRY OYJ
GNFT GENFIT SA
SESL SES-IMAGOTAG SA
UCG UNICREDIT S.P.A.
SIGHT GENSIGHT BIOLOGICS SA
ADOC ADOCIA SA
FYB FORMYCON AG
FLU FLUGHAFEN WIEN AG
GLPG GALAPAGOS NV
ALVAL VALBIOTIS SA
MEDCL MEDINCELL SA
UPG UNIFIEDPOST GROUP
ECMPA EUROCOMMERCIAL PROPERTIES NV
AELIS AELIS FARMA SA
BAI BENEVOLENTAI
OSE OSE IMMUNOTHERAPEUTICS SA
EVT EVOTEC SE
MF WENDEL SE
A1XEH4 CROSSJECT SA
TNG TRANSGENE SA
ABVX ABIVAX SA
ALDEL DELFINGEN INDUSTRY SA
IPH INNATE PHARMA SA CLASS A
VIRP VIRBAC SA
VLS VALNEVA SE
GBT GUERBET SA
GOE GROUPE GORGE SA
ISP INTESA SANPAOLO S.P.A.
TIETO TIETOEVRY OYJ
GNFT GENFIT SA
SESL SES-IMAGOTAG SA
UCG UNICREDIT S.P.A.
SIGHT GENSIGHT BIOLOGICS SA
ADOC ADOCIA SA
FYB FORMYCON AG
FLU FLUGHAFEN WIEN AG
GLPG GALAPAGOS NV
ALVAL VALBIOTIS SA
MEDCL MEDINCELL SA
UPG UNIFIEDPOST GROUP
ECMPA EUROCOMMERCIAL PROPERTIES NV
AELIS AELIS FARMA SA
BAI BENEVOLENTAI
BVI BUREAU VERITAS SA
ADP AEROPORTS DE PARIS SA
DGE DIAGEO PLC
SU SCHNEIDER ELECTRIC SE
OSE OSE IMMUNOTHERAPEUTICS SA
RI PERNOD RICARD SA
HO THALES SA
RCO REMY COINTREAU SA
EVT EVOTEC SE
MF WENDEL SE
A1XEH4 CROSSJECT SA
TNG TRANSGENE SA
ABVX ABIVAX SA
IPH INNATE PHARMA SA CLASS A
VLS VALNEVA SE
ISP INTESA SANPAOLO S.P.A.
GNFT GENFIT SA
UCG UNICREDIT S.P.A.
SIGHT GENSIGHT BIOLOGICS SA
ADOC ADOCIA SA
FYB FORMYCON AG
GLPG GALAPAGOS NV
ALVAL VALBIOTIS SA
MOL MOL HUNGARIAN OIL & GAS PLC CLASS A
MEDCL MEDINCELL SA
CPR DAVIDE CAMPARI-MILANO N.V.
AELIS AELIS FARMA SA
BAI BENEVOLENTAI
- Team Pharma
EVT EVOTEC SE
A1XEH4 CROSSJECT SA
TNG TRANSGENE SA
ABVX ABIVAX SA
IPH INNATE PHARMA SA CLASS A
VLS VALNEVA SE
GNFT GENFIT SA
SIGHT GENSIGHT BIOLOGICS SA
ADOC ADOCIA SA
FYB FORMYCON AG
GLPG GALAPAGOS NV
ALVAL VALBIOTIS SA
MEDCL MEDINCELL SA
AELIS AELIS FARMA SA
BAI BENEVOLENTAI
- Team Pharma
EVT EVOTEC SE
A1XEH4 CROSSJECT SA
TNG TRANSGENE SA
ABVX ABIVAX SA
IPH INNATE PHARMA SA CLASS A
VLS VALNEVA SE
GNFT GENFIT SA
SIGHT GENSIGHT BIOLOGICS SA
ADOC ADOCIA SA
FYB FORMYCON AG
GLPG GALAPAGOS NV
ALVAL VALBIOTIS SA
MEDCL MEDINCELL SA
AELIS AELIS FARMA SA
BAI BENEVOLENTAI
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