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Robert Jan Vos ... (+2)
  • Robert Jan Vos
  • Usama Tariq
Jacob Mekhael
  • Jacob Mekhael

Galapagos GLPG3667 phase 2 hits topline in DM, but misses in SLE

Galapagos announced the topline results from 2 phase 2 studies evaluating the efficacy and safety of GLPG3667 (TYK2 inhibitor) in dermatomyositis (DM, GALARISSO study) and active systemic lupus erythematosus (SLE, GALACELA study). The GALARISSO study in DM met its primary endpoint showing a 14.26 delta on the TIS measure at 24 weeks, which compares favourably to brepocitinib (TYK2/JAK1 inhibitor) in our view. In the GALACELA study in SLE patients, primary endpoint at 32 weeks was not met, but fi...

Guy Sips ... (+8)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Kristof Samoy
  • Livio Luyten
  • Michiel Declercq
  • Thibault Leneeuw
  • Wim Lewi

Morning Notes : BAR BB, COFB BB, FAGR BB, GLPG NA, IBAB BB, DEME BB, N...

: BAR BB, COFB BB, FAGR BB, GLPG NA, IBAB BB, DEME BB, NXFIL NA, ENRGY BB

 PRESS RELEASE

Fagron versnelt globale expansie met twee strategische overnames en ve...

Fagron versnelt globale expansie met twee strategische overnames en verkrijgt belangrijke licentie in Noord Amerika Gereglementeerde informatie - voorkennisNazareth (België)/Rotterdam (Nederland), 19 december 2025 – 7:00 AM CET          Fagron versnelt globale expansie met twee strategische overnames en verkrijgt belangrijke licentie in Noord Amerika Fagron, de toonaangevende wereldwijde speler in farmaceutische bereidingen, is verheugd om twee strategische overnames aan te kondigen. Deze overnames helpen om onze globale aanwezigheid verder te versterken en capaciteiten te diversifiëren...

 PRESS RELEASE

Fagron accelerates global expansion with two strategic acquisitions an...

Fagron accelerates global expansion with two strategic acquisitions and a key North American licensing milestone Regulated information - inside informationNazareth (Belgium)/Rotterdam (The Netherlands), 19 December 2025 – 7:00 AM CET Fagron accelerates global expansion with two strategic acquisitions and a key North American licensing milestone Fagron, the leading global player in pharmaceutical compounding, is pleased to announce two strategic acquisitions that further strengthen its global footprint and diversify its capabilities. These transactions include Amber Compounding Pharmacy, a...

 PRESS RELEASE

Galapagos Announces Topline Results from Two Phase 3-Enabling Studies ...

Galapagos Announces Topline Results from Two Phase 3-Enabling Studies with Selective TYK2 Inhibitor GLPG3667 in Dermatomyositis and Systemic Lupus Erythematosus GLPG3667 met primary endpoint in dermatomyositis study, demonstrating a statistically significant clinical benefit and meaningful improvements on secondary measures of disease activity compared to placebo In the systemic lupus erythematosus study, GLPG3667 delivered numerical improvements on several secondary endpoints compared to placebo but did not achieve statistical significance in primary endpoint analysis The safety profile ...

 PRESS RELEASE

Galapagos maakt topline resultaten bekend van twee fase 3-enabling stu...

Galapagos maakt topline resultaten bekend van twee fase 3-enabling studies met selectieve TYK2-remmer GLPG3667 bij dermatomyositis en systemische lupus erythematodes GLPG3667 bereikte het primaire eindpunt in de dermatomyositis-studie en toonde een statistisch significant klinisch voordeel en betekenisvolle verbeteringen aan op secundaire eindpunten van ziekteactiviteit in vergelijking met placebo In de studie naar systemische lupus erythematodes leverde GLPG3667 numerieke verbeteringen op voor verschillende secundaire eindpunten in vergelijking met placebo, maar bereikte het geen statisti...

Hilde Van Boxstael ... (+6)
  • Hilde Van Boxstael
  • Mathijs Geerts Danau
  • Michiel Declercq
  • Thomas Couvreur
  • Wim Hoste
  • Wim Lewi
 PRESS RELEASE

Galapagos Presented New ATALANTA-1 Cell Therapy Data in MCL at ASH 202...

Galapagos Presented New ATALANTA-1 Cell Therapy Data in MCL at ASH 2025 High complete response rates and minimal residual disease (MRD) negativity, with durable responses, in high-risk mantle cell lymphoma (MCL) with GLPG5101, a fresh, early memory-enriched CAR T-cell therapy with a 7-day vein-to-vein time Mechelen, Belgium; December 8, 2025, 07:30 CET; Galapagos NV (Euronext & NASDAQ: GLPG) announced new and updated Phase 2 data from the ongoing ATALANTA-1 study with its CD19 CAR T-cell therapy candidate, GLPG5101, during an oral presentation (#662) at the 67th American Society of Hematol...

 PRESS RELEASE

Galapagos presenteerde nieuwe ATALANTA-1 celtherapiedata in MCL op ASH...

Galapagos presenteerde nieuwe ATALANTA-1 celtherapiedata in MCL op ASH 2025 Hoge percentages complete respons en minimale residuele ziekte (MRD)-negativiteit, met duurzame responsen, bij hoog-risico mantelcellymfoom (MCL) met GLPG5101, een verse, early-memory verrijkte CAR T-celtherapie met een vein-to-vein-tijd van 7 dagen Mechelen, België; 8 december 2025, 07:30 CET; Galapagos NV (Euronext & NASDAQ: GLPG) kondigde nieuwe en geüpdatete fase 2-gegevens aan uit de lopende ATALANTA-1-studie met haar CD19 CAR T-celtherapiekandidaat GLPG5101, tijdens een mondelinge presentatie (#662) op de 67s...

Guy Sips ... (+11)
  • Guy Sips
  • Jacob Mekhael
  • Kristof Samoy
  • Livio Luyten
  • Lynn Hautekeete
  • Mathijs Geerts Danau
  • Michiel Declercq
  • Thibault Leneeuw
  • Thomas Couvreur
  • Wim Hoste
  • Wim Lewi

Dynamic Top Pick List How to start 2026?

How to start 2026? We have selected for the KBC Securities Dynamic Top Pick List 12 large-cap companies — AB InBev, Aedifica, Argenx, ASMi, Azelis, DEME, D'Ieteren, Shurgard, Sofina, Vopak, WDP, and Wolters Kluwer — along with 3 small and mid-cap names (under €1.5bn in market capitalization): Corbion, EVS, and IBA. So, going into 2026, we maintain a balanced approach in our Dynamic Top Pick List, featuring 8 cyclical and 6 defensive stocks, with a particular emphasis on value stocks that have b...

 PRESS RELEASE

Galapagos Receives Transparency Notifications from Bank of America

Galapagos Receives Transparency Notifications from Bank of America Mechelen, Belgium; November 26, 2025, 07:30 CET; regulated information – Galapagos NV (Euronext & NASDAQ: GLPG) received transparency notifications from Bank of America. Pursuant to Belgian transparency legislation1, Galapagos received transparency notifications on November 18 and November 19, 2025, from Bank of America Corporation indicating that it positively crossed the threshold of 5% of Galapagos’ voting rights on November 12, 2025 following an acquisition of Galapagos’ voting rights and equivalent financial instrumen...

 PRESS RELEASE

Galapagos ontvangt transparantieverklaringen van Bank of America

Galapagos ontvangt transparantieverklaringen van Bank of America Mechelen, België; 26 november 2025, 07:30 CET; gereglementeerde informatie – Galapagos NV (Euronext & NASDAQ: GLPG) heeft transparantieverklaringen ontvangen van Bank of America. Overeenkomstig de Belgische transparantiewetgeving1 ontving Galapagos op 18 en 19 november 2025 transparantieverklaringen van Bank of America Corporation. Daaruit blijkt dat Bank of America op 12 november 2025 de drempel van 5% van de stemrechten in Galapagos positief heeft overschreden na een verwerving van stemrechten en daarmee gelijkgestelde fin...

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Colruyt: Only 5 stores left to divest in France. EVS: Lower end of the range becomes the base case, on longer lead times. Fagron: Two EMEA acquisitions and California license for FSS. Kinepolis: “Wicked” achieves solid box office. OCI: Divesting Rotterdam ammonia terminal for €290m. Prosus: 1HFY26 results – on track

Guy Sips ... (+6)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Mathijs Geerts Danau
  • Thibault Leneeuw
  • Wim Lewi
 PRESS RELEASE

Fagron strengthens EMEA leadership with acquisitions in Poland and Hun...

Fagron strengthens EMEA leadership with acquisitions in Poland and Hungary and announces key developments for its North American business Regulated information - inside informationNazareth (Belgium)/Rotterdam (The Netherlands), 24 November 2025 – 7:00 AM CET Fagron strengthens EMEA leadership with acquisitions in Poland and Hungary and announces key developments for its North American business Fagron, the global leader in pharmaceutical compounding, has reinforced its EMEA position with the acquisitions of a book of business from Amara (Poland) and Magilab (Hungary). These deals support F...

 PRESS RELEASE

Fagron versterkt leiderschap in de EMEA-regio met overnames in Polen e...

Fagron versterkt leiderschap in de EMEA-regio met overnames in Polen en Hongarije en kondigt belangrijke ontwikkelingen aan voor de Noord-Amerikaanse activiteiten Gereglementeerde informatie - voorkennisNazareth (België)/Rotterdam (Nederland), 24 November 2025 – 07.00 uur CET Fagron versterkt leiderschap in de EMEA-regio met overnames in Polen en Hongarije en kondigt belangrijke ontwikkelingen aan voor de Noord-Amerikaanse activiteiten Fagron, wereldwijd marktleider in farmaceutische bereidingen, heeft zijn positie in de EMEA-regio versterkt door de overname van een klantenportefeuille va...

 PRESS RELEASE

Fagron completes share buy-back program

Fagron completes share buy-back program Regulated informationNazareth (Belgium)/Rotterdam (The Netherlands), 14 November 2025 – 6PM CET Fagron completes share buy-back program In the period from 10 November 2025 through 14 November 2025, Fagron purchased 44,000 of its owns shares at an average price of €20.7208 per share corresponding to a total amount of €911,717.00. A total of 200,000 Fagron shares have been repurchased under the buy-back program at an average price of € 20.6805 per share, corresponding to a total amount of € 4,136,093.00. The share buy-back program was announced on ...

 PRESS RELEASE

Voortgang aandeleninkoopprogramma Fagron

Voortgang aandeleninkoopprogramma Fagron Gereglementeerde informatie Nazareth (België)/Rotterdam (Nederland), 14 november 2025 – 18u CET Voortgang aandeleninkoopprogramma Fagron In de periode van 10 november 2025 tot en met 14 november 2025 heeft Fagron 44.000 eigen aandelen ingekocht voor een gemiddelde prijs van € 20,7208 per aandeel wat overeenkomt met een totaalbedrag van € 911.717,00. Het totaal van 200.000 Fagron aandelen is aangekocht tegen een gemiddelde koers van € 20,6805 per aandeel, wat overeenkomt met een totaalbedrag van € 4.136.093,00. Het aandeleninkoopprogramma was aan...

Marc Zwartsenburg ... (+2)
  • Marc Zwartsenburg
  • CEFA

ING Benelux Favourites/Weekly performance and valuation update

The ING Benelux Favourites list comprises ASM, Basic-Fit, DSM-Firmenich, Lotus Bakeries, SBM Offshore, Vopak, Wolters Kluwer and Xior.

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