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Jacob Mekhael
  • Jacob Mekhael

Zealand Pharma 2Q25 results confirm timelines, upcoming CMD in Decembe...

Zealand's 2Q25 results hold no surprises, and show that the company is on track operationally with pipeline timelines being reiterated. While no big data readouts are expected for the remainder of the year, the company is gearing up for a news heavy 1H26 and we most look forward to phase 2b results with petrelintide (amylin analog, partnered with Roche). Zealand reported a cash position of DKK 16,578m, and expects an additional $ 250m in anniversary payments under the Roche agreement in addition...

Hilde Van Boxstael ... (+8)
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Kristof Samoy
  • Livio Luyten
  • Lynn Hautekeete
  • Michiel Declercq
  • Thomas Couvreur
  • Wim Lewi

Morning Notes : ADYEN NA, CMBT BB, FUR NA, NEXTA BB, SIP BB, SHUR BB, ...

: ADYEN NA, CMBT BB, FUR NA, NEXTA BB, SIP BB, SHUR BB, FAST NA, ZEAL DC

 PRESS RELEASE

Zealand Pharma Announces Financial Results for the First Half of 2025

Zealand Pharma Announces Financial Results for the First Half of 2025 Company announcement – No. 18 / 2025 Zealand Pharma Announces Financial Results for the First Half of 2025Petrelintide collaboration with Roche off to a strong start, while key leadership appointments and solid financial position enable exciting next chapter for Zealand Pharma. Collaboration and license agreement with Roche to co-develop and co-commercialize petrelintide as a future foundational therapy for weight management off to a strong start, with further insight and updates expected at Roche’s Pharma Day in Septe...

 PRESS RELEASE

Syensqo - Participatiemelding van BlackRock Inc.

Syensqo - Participatiemelding van BlackRock Inc. Participatiemelding van BlackRock Inc. Brussel, België - 08 augustus 2025 – 8u30 CEST In overeenstemming met de Belgische wetgeving op de openbaring van belangrijke deelnemingen (wet van 2 mei 2007), heeft BlackRock Inc. (12 Throgmorton Avenue, London EC2N 2DL, UK) een transparantiemelding naar Syensqo gestuurd om aan te geven dat de drempel van 3% is overschreden. Hier vindt u de samenvatting van de bewegingen: Datum van drempeloverschrijdingStemrechten na de transactieAan stemrechten gelijkgestelde financiële instrumenten na de transactie...

 PRESS RELEASE

Syensqo - Notification de participation par BlackRock Inc.

Syensqo - Notification de participation par BlackRock Inc. Notification de participation par BlackRock Inc. Bruxelles, Belgique – 08 août  2025 - 8:30 CEST Conformément à la législation et réglementation en matière de transparence financière (loi du 2 mai 2007), BlackRock Inc. (12 Throgmorton Avenue, London EC2N 2DL, UK) a envoyé à Syensqo une notification de transparence indiquant qu’il avait franchi le seuil de 3%. Voici un résumé des mouvements: Date à laquelle le seuil a été franchi Droits de vote après la transaction Instruments financiers équivalents après la transaction Tota...

 PRESS RELEASE

Syensqo - Participation notification by BlackRock Inc.

Syensqo - Participation notification by BlackRock Inc. Participation notification by BlackRock Inc.  Brussels, Belgium – August 08, 2025 - 8:30 CESTAccording to Belgian transparency legislation (Law of May 2, 2007), BlackRock Inc. (12 Throgmorton Avenue, London EC2N 2DL, UK) recently sent Syensqo the following transparency notifications indicating that it crossed the threshold of 3%. Here is the summary of the moves: Date on which the threshold was crossedVoting rights after the transactionEquivalent financial instruments after the transactionTotalAugust 01 20253.04%0.64%3.68% The latest n...

David Vagman ... (+3)
  • David Vagman
  • CFA
  • Stijn Demeester

Syensqo SA/NV - Resilient 2Q25, guidance tainted by adverse FX/BUY

We update our model to reflect Syensqo's 2Q25 results and largely FX-driven, guidance cut. We cut our target price from €95to €93, and maintain our BUY.

 PRESS RELEASE

Galapagos Creates New Subscription Right Plan

Galapagos Creates New Subscription Right Plan Mechelen, Belgium; August 7, 2025, 22.01 CET; regulated information – Galapagos NV (Euronext & NASDAQ: GLPG) announced today that its  Board of Directors created 1,800,000 subscription rights under a new subscription right plan. On August 7, 2025, the Board of Directors of Galapagos approved “Subscription Right Plan 2025 (B)”, intended for personnel of the Company and its subsidiaries, within the framework of the authorized capital. Under this subscription right plan, 1,800,000 subscription rights were created, subject to acceptance, for senior...

 PRESS RELEASE

Galapagos creëert nieuw inschrijvingsrechtenplan

Galapagos creëert nieuw inschrijvingsrechtenplan Mechelen, België; 7 augustus 2025, 22.01 CET; gereglementeerde informatie – Galapagos NV (Euronext & NASDAQ: GLPG) kondigt vandaag aan dat haar Raad van Bestuur 1.800.000 inschrijvingsrechten heeft gecreëerd onder een nieuw inschrijvingsrechtenplan. De Raad van Bestuur van Galapagos heeft op 7 augustus 2025 “Inschrijvingsrechtenplan 2025 (B)”, bestemd voor leden van het personeel van de Vennootschap en van haar dochtervennootschappen, goedgekeurd binnen het kader van het toegestaan kapitaal. Onder dit inschrijvingsrechtenplan werden 1.80...

 PRESS RELEASE

Zealand Pharma conference call on August 14 at 2pm CET (8am ET) to pre...

Zealand Pharma conference call on August 14 at 2pm CET (8am ET) to present second quarter 2025 financial results Press Release – No. 11 / 2025 Zealand Pharma conference call on August 14 at 2pm CET (8am ET) to present second quarter 2025 financial results Copenhagen, Denmark, August 7, 2025 – Zealand Pharma A/S (Nasdaq Copenhagen: ZEAL) (CVR-no. 20045078), a biotechnology company focused on the discovery and development of innovative peptide-based medicines, announced that it will host a conference call on August 14, 2025, at 2:00 pm CET (8:00 am ET) following the announcement of financia...

Hilde Van Boxstael ... (+4)
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Kristof Samoy
  • Wim Lewi
Wim Lewi
  • Wim Lewi

Warehouses De Pauw Tony De Pauw has passed away

Yesterday, Tony De Pauw of the founding family passed away unexpectedly at home. In June 1999, at WDP's IPO, Tony took over the helm from his father Jos De Pauw, founder of WDP. Together with WDP management, he built WDP into a leading European family-rooted logistics platform. Tony stepped down from his role as co-CEO in 2024, a position he had shared with Joost Uwents since 2010. During this time, he remained active as a Board member. On 30/6, the family shareholding declined below 20.0% to 19...

Jacob Mekhael
  • Jacob Mekhael

Galapagos Receives FDA RMAT designation for GLPG5101 in r/r MCL

Galapagos announced that the FDA has granted RMAT designation to GLPG5101 (CD19- CAR-T) to treat relapsed/refractory mantle cell lymphoma (r/r MCL). This is based on the strong data that GLPG5101 has demonstrated in the MCL cohort in the phase 1/2 (ATLANTA-1) trial in r/r NHL, and comes with a number of potential benefits including eligibility for accelerated approval, and could further support external discussions as Galapagos explores strategic alternatives for the cell therapy business. Accum...

Livio Luyten
  • Livio Luyten

Holdings Report - July 2025 KBCS Holdings Universe Returns -0.5% Durin...

1M Performance - Absolute Total Return: During Jul'25 (1M period), the KBCS Holdings Universe posted a total return of -0.5% which was mainly driven by the performance of the multi-asset holdings (-0.9%), while the single-asset holdings posted a return of +0.4%. The 3 top performers during the period were Financière de Tubize (+11.7%), KBC Ancora (+9.4%) and Quest For Growth (+5.5%) while the 3 worst performers were Brederode (-6.4%), Heineken Holding (-5.0%) and D'Ieteren Group (-4.7%). YTD Pe...

 PRESS RELEASE

Galapagos NV Announces U.S. FDA Regenerative Medicine Advanced Therapy...

Galapagos NV Announces U.S. FDA Regenerative Medicine Advanced Therapy (RMAT) Designation Granted to GLPG5101 for the Treatment of Relapsed/Refractory Mantle Cell Lymphoma Mechelen, Belgium; August 6, 2025, 7:30 CET; regulated information – inside information – Galapagos NV (Euronext & NASDAQ: GLPG) today announced that the United States Food and Drug Administration (FDA) has granted RMAT designation to GLPG5101, a second generation anti-CD19/4-1BB CAR-T product candidate for the treatment of relapsed/refractory mantle cell lymphoma (R/R MCL).  The RMAT designation was established under th...

 PRESS RELEASE

Galapagos NV kondigt aan dat GLPG5101 de status van Regenerative Medic...

Galapagos NV kondigt aan dat GLPG5101 de status van Regenerative Medicine Advanced Therapy (RMAT) van de FDA krijgt voor de behandeling van recidief/refractair mantelcellymfoom Mechelen, België; 6 augustus 2025, 7.30 uur CET; gereglementeerde informatie – voorwetenschap – Galapagos NV (Euronext & NASDAQ: GLPG) kondigde vandaag aan dat de Amerikaanse Food and Drug Administration (FDA) de RMAT-status heeft toegekend aan GLPG5101, een tweede generatie anti-CD19/4-1BB CAR-T kandidaatgeneesmiddel voor de behandeling van recidief/refractair mantelcellymfoom (R/R MCL). De RMAT-status is ingestel...

 PRESS RELEASE

Syensqo - Acquisition of own shares

Syensqo - Acquisition of own shares Acquisition of own shares Brussels, Belgium – August 04, 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. The third tranche began on February 27, 2025 and was completed on . The fourth tranche began on July 31, 2025 and will run until November 15, 2025 at the latest, and will cover a maximum amount of up to €50 million (of the €300 million Program)....

 PRESS RELEASE

Syensqo - Acquisition d'actions propres

Syensqo - Acquisition d'actions propres Acquisition d'actions propres  Bruxelles, Belgique – 4 Août 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. La troisième tranche a débuté le 27 février 2025 et s’est achevée le . La quatrième tranche a débuté le 31 juillet 2025 et se poursuivra jusqu’au 15 novembre 2025 au plus tard, pour un montant maximum pouvant ...

 PRESS RELEASE

Syensqo - Verwerving van eigen aandelen

Syensqo - Verwerving van eigen aandelen Verwerving van eigen aandelen Brussel, België - 4 augustus 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. De derde tranche begon op 27 februari 2025 en werd afgerond op . De vierde tranche begon op 31 juli 2025 en loopt ten laatste tot 15 november 2025, en zal een maximumbedrag van €50 miljoen dekken...

 PRESS RELEASE

Syensqo - Participation notification by BlackRock Inc.

Syensqo - Participation notification by BlackRock Inc. Participation notification by BlackRock Inc.  Brussels, Belgium – August 04, 2025 - 8:30 CESTAccording to Belgian transparency legislation (Law of May 2, 2007), BlackRock Inc. (12 Throgmorton Avenue, London EC2N 2DL, UK) recently sent Syensqo the following transparency notifications indicating that it crossed the threshold of 3%. Here is the summary of the moves: Date on which the threshold was crossedVoting rights after the transactionEquivalent financial instruments after the transactionTotalJuly 29 20252.96%0.70%3.66% The latest not...

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