reports
Galapagos NV: 1 director
A director at Galapagos NV bought 334,839 shares at 28.589USD 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
Zealand Pharma Dapiglutide phase 1b shows strong weight loss, plans to...
Zealand announced topline results from part 2 of the phase 1b multiple ascending dose (MAD) trial of dapiglutide (long-acting GLP-1/GLP-2 receptor dual agonist) in overweight/obese participants, which showed 11.4% (placebo adjusted) weight loss, coming in higher than semaglutide, and closer to tirzepatide at a similar timepoint in the phase 3 (STEP-1 and SURMOUNT-1) trials. By targeting GLP-2 on top of GLP-1, dapiglutide aims to address low grade inflammation on top of weight loss. As such, we b...
- Jacob Mekhael
Galapagos GLPG5101 phase 1/2 r/r iNHL cohort differentiates with high ...
Galapagos presented new data from the ongoing Phase 1/2 (ATALANTA-1) study of GLPG5101 (CD19 CAR-T) at the International Conference on Malignant Lymphoma (ICML). Results from the r/r iNHL cohort (FL and MZL) showed a high complete response rate of 97%, higher than Yescarta's 75% CR rate (79% in FL, 75% in MZL) in the same patient population in the phase 2 (ZUMA-5) trial. Safety continues to be a differentiator with only 1 grade 3 ICANS (vs. 19% grade = 3 with Yescarta). All in all, a supportive ...
- Hilde Van Boxstael
- Jacob Mekhael
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
- Wim Hoste
Syensqo From carbon chains to value chains
Syensqo had a rather turbulent start as an independent company, with underlying EBITDA in the past two years down 24% vs the pro-forma year 2022. Negative volume/mix has been the key culprit for the disappointing recent earnings track record, due to a combination of weak macro and some businesses being hit by specific factors, such as slowing EV market growth and technology choices impacting PVDF with Aroma impacted by intensified competition. The good news is that net pricing has remained clear...
Galapagos Presented New Data at ICML 2025 From Cohort 3 of ATALANTA-1 ...
Galapagos Presented New Data at ICML 2025 From Cohort 3 of ATALANTA-1 in Relapsed/Refractory Indolent NHL Patients, Demonstrating High Complete Response and MRD Negativity Rates With CAR-T Candidate GLPG5101 Of the 34 patients enrolled in Cohort 3 of the ATALANTA-1 Phase 1/2 study, 32 received GLPG5101; 94% were infused with fresh CAR-T cells, and 93% were treated within seven days of manufacturing GLPG5101 demonstrated promising efficacy with durable CAR-T cell persistence and a favorable safety profile, including a 97% complete response rate, 100% MRD negativity in evaluable patients, su...
Galapagos presenteerde nieuwe gegevens op ICML 2025 van Cohort 3 van d...
Galapagos presenteerde nieuwe gegevens op ICML 2025 van Cohort 3 van de ATALANTA-1 studie bij patiënten met recidief/refractair indolent NHL, en toonde hoge complete respons- en MRD-negativiteitspercentages aan met de CAR-T-kandidaat GLPG51 Van de 34 patiënten die werden ingeschreven in Cohort 3 van de ATALANTA-1 fase 1/2-studie, ontvingen er 32 GLPG5101; 94% kreeg verse CAR T-cellen toegediend, en 93% werd behandeld binnen zeven dagen na productie GLPG5101 toonde veelbelovende werkzaamheid met een langdurige CAR T-cel persistentie en een gunstig veiligheidsprofiel, waaronder 97% complete...
Zealand Pharma announces positive topline results from 28-week Phase 1...
Zealand Pharma announces positive topline results from 28-week Phase 1b trial with GLP-1/GLP-2 receptor dual agonist dapiglutide Company announcement – No. 15 / 2025 Zealand Pharma announces positive topline results from 28-week Phase 1b trial with GLP-1/GLP-2 receptor dual agonist dapiglutide Body weight reductions of a mean of 11.6% after 28 weeks with dapiglutide escalated up to 26 mg, with 95% of trial participants being male, a median baseline BMI of 28.5 kg/m2, and no lifestyle modificationsTreatment with dapiglutide was assessed to be safe and well-tolerated with gastrointestinal a...
- Jacob Mekhael
Galapagos Updated NHL phase 1/2 GLPG5101 data at EHA shows decentralis...
Galapagos will present new data from the ongoing Phase 1/2 (ATALANTA-1) study of GLPG5101 (CD19 CAR-T) at the European Hematology Association (EHA) Congress, being held 12-15 June. The results demonstrate POC for a 7 day vein-vein de-centralised CAR-T manufacturing process. Combined with the previously reported safety differentiation, we believe this could support strategic discussions as the company is exploring such options for its cell therapy business. We reiterate our Buy rating and € 37 TP...
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Michiel Declercq
- Thomas Vranken
- Wim Lewi
- Wim Lewi
Dollar Weakness The impact on our Benelux Coverage
In general, a weaker USD has a negative impact on Benelux stocks, particularly for companies with significant exports to the US. In this note we selected a list of companies with high US export exposure and we examine the potential impact on FY25 earninings. On top of the weak dollar, rising trade tensions or the introduction of tariffs further harm Benelux exporters. As the dollar depreciates against the euro, European goods become costlier for American consumers. At the same time, revenues ear...
EVS EVS BROADCAST EQUIPMENT SA
SOLB SOLVAY SA
UCB UCB S.A.
DIE D'IETEREN SA
SIP SIPEF GROUP
SOF SOFINA SA
ASM ASM INTERNATIONAL N.V.
ARCAD ARCADIS NV
ROYAL VOPAK NV
AALB AALBERTS N.V.
MELE MELEXIS NV
KIN KINEPOLIS GROUP NV
ABI ANHEUSER-BUSCH INBEV SA/NV
AD KONINKLIJKE AHOLD DELHAIZE N.V.
ASML ASML HOLDING NV
ARGX ARGEN-X SE
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ADYEN ADYEN NV
BAR BARCO NV
FUR FUGRO NV
DSFIR KONINKLIJKE DSM N.V.
AGN AEGON N.V.
SYENS SYENSQO
Galapagos to Present New ATALANTA-1 CAR-T Data at EHA 2025, Highlighti...
Galapagos to Present New ATALANTA-1 CAR-T Data at EHA 2025, Highlighting Low Toxicity and Rapid, Decentralized Delivery of Fresh, Early-Memory-Enriched GLPG5101 in R/R NHL Data reported from the ongoing ATALANTA-1 Phase 1/2 study in a heavily pretreated relapsed refractory non-Hodgkin’s Lymphoma (R/R NHL) patient population demonstrate low rates of high-grade toxicities Of the 64 patients enrolled, 61 received treatment, resulting in a 5% attrition rate, significantly lower than industry benchmarks. 95% of patients were infused with fresh, stem-like early memory CD19 CAR-T cell...
Galapagos zal nieuwe ATALANTA-1 CAR-T data presenteren op EHA 2025, me...
Galapagos zal nieuwe ATALANTA-1 CAR-T data presenteren op EHA 2025, met lage toxiciteit en snelle, gedecentraliseerde toediening van vers, early-memory-verrijkt GLPG5101 bij R/R NHL Gegevens uit de lopende ATALANTA-1 fase 1/2-studie bij een zwaar voorbehandelde patiëntengroep met recidief/refractair non-Hodgkinlymfoom (R/R NHL) tonen lage percentages van hooggradige toxiciteiten aan Van de 64 ingeschreven patiënten werden er 61 behandeld, wat resulteerde in een uitvalpercentage van 5%, aanzienlijk lager dan de benchmarks. 95% van de patiënten werd geïnfuseerd met verse,...
- Wim Lewi
Warehouses De Pauw WDP invests €30m in food logistics expansion in Bel...
WDP has invested €30m its food logistics portfolio. The acquisition includes five urban distribution sites across Belgium. These sites total 25k sqm of lettable area on 75k sqm of land. The properties are fully leased on long-term triple-net agreements. Four sites are leased to Sligro, and one to Horeca Van Zon. The acquisition was completed via a contribution in kind of 1,468,380 new shares at €20.43 per share, a 5% discount. This move strengthens WDP's partnership with Sligro in the Benelux. ...
Moody's Ratings announces completion of a periodic review of ratings o...
Moody's Ratings (Moody's) has completed a periodic review of the ratings of Warehouses de Pauw NV/SA (WDP or the company) and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 5 June 2025 in which we reassessed the appropriateness of the...
Syensqo - Acquisition of own shares
Syensqo - Acquisition of own shares Acquisition of own shares Brussels, Belgium – June 9, 2025 - 17:45 CET In accordance with article 7:215 of the Belgian Code of Companies and Associations, Syensqo SA (“Syensqo” or the “Company”) pursues its Share Buyback Program (or the “Program”) announced on September 30, 2024, covering up to €300 million. This third tranche began on February 27, 2025 and will run until June 27, 2025 at the latest, and will cover a maximum amount of up to €50 million (of the €300 million Program). The Company intends to cancel all shares acquired through this tranc...
Syensqo - Acquisition d'actions propres
Syensqo - Acquisition d'actions propres Acquisition d'actions propres Bruxelles, Belgique – 9 Juin 2025 - 17h45 CET Conformément à l'article 7:215 du Code belge des sociétés et des associations, Syensqo SA (« Syensqo » ou la « Société ») poursuit son programme de rachat d'actions (ou le « Programme ») annoncé le 30 septembre 2024, portant sur un montant maximum de €300 millions. Cette troisième tranche a démarré le 27 février 2025 se poursuivra jusqu'au 27 juin 2025 au plus tard, et portera sur un montant maximum de €50 millions (sur le total de €300 millions du programme). La Société a...
Syensqo - Verwerving van eigen aandelen
Syensqo - Verwerving van eigen aandelen Verwerving van eigen aandelen Brussel, België - 9 juni 2025 – 17u45 CET In overeenstemming met artikel 7:215 van het Belgische Wetboek van Vennootschappen en Verenigingen zet Syensqo SA (“Syensqo” of de “Vennootschap”) zijn aandeleninkoopprogramma (of het “Programma”), aangekondigd op 30 september 2024, voort voor een bedrag van maximaal €300 miljoen. Deze derde tranche begon op 27 februari 2025 en loopt tot uiterlijk 27 juni 2025, en zal een maximumbedrag dekken van €50 miljoen (van het €300 miljoen programma). De Vennootschap heeft de intentie om...
Zealand Pharma increases its share capital as a result of the exercise...
Zealand Pharma increases its share capital as a result of the exercise of employee warrants Company announcement – No. 14 / 2025 Zealand Pharma increases its share capital as a result of the exercise of employee warrants Copenhagen, Denmark, June 6, 2025 – Zealand Pharma A/S (“Zealand Pharma”) (NASDAQ: ZEAL) (CVR-no. 20 04 50 78), a biotechnology company focused on the discovery and development of innovative peptide-based medicines, has by decision of the Board of Directors increased its share capital by a nominal amount of DKK 292,508 divided into 292,508 new shares with a nominal value ...
- Livio Luyten
Holdings Report May 2025 KBCS Holdings Universe Returns 2.2% During Ma...
1M Performance - Absolute: During May'25 (1M period), the KBCS Holdings Universe posted a return of +2.2% which was mainly driven by multi-asset holdings (+2.6%) while single-asset holdings posted a smaller return of +1.2%. The 3 top performers during the period were Gimv (+12.1%), KBC Ancora (+11.1%) and Ackermans & van Haaren (+4.1%) while the 3 worst performers were Solvac (-2.8%), Groupe Bruxelles Lambert (-0.8%) and Heineken Holding (-0.3%). YTD Performance - Relative: On a YTD basis (as o...
GBLB GROUPE BRUXELLES LAMBERT SA
HAL HAL TRUST
DIE D'IETEREN SA
SOF SOFINA SA
SOLV SOLVAC S.A.
GIMB GIMV NV
QFG QUEST FOR GROWTH
ACKB ACKERMANS & VAN HAAREN NV
TUB FINANCIERE DE TUBIZE S.A.
HEIO HEINEKEN HOLDING N.V.
KBCA KBC ANCORA SCA
TEXF TEXAF
BREB BREDERODE S.A.
TINC TINC COMM. VA
EXO EXOR N.V.
ROCK WHITESTONE GROUP
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