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 PRESS RELEASE

Inventiva to Participate in Upcoming September Investor Conferences

Inventiva to Participate in Upcoming September Investor Conferences Daix (France), New York City (New York, United States), September 4, 2025 – Inventiva (Euronext Paris and NASDAQ: IVA) (“Inventiva” or the “Company”), a clinical-stage biopharmaceutical company focused on the development of oral therapies for the treatment of metabolic dysfunction-associated steatohepatitis (“MASH”), today announced that the Company’s leadership will participate in the following upcoming investor events:  H.C. Wainwright 27th Annual Global Investment ConferenceDate: Tuesday, September 9, 2025Time of the fi...

 PRESS RELEASE

Inventiva annonce sa participation à plusieurs conférences investisseu...

Inventiva annonce sa participation à plusieurs conférences investisseurs en septembre Daix (France), New York City (New York, Etats-Unis), le 4 septembre 2025 – (Euronext Paris et Nasdaq : ) (« Inventiva » ou la « Société »), société biopharmaceutique spécialisée dans le développement de thérapies orales pour le traitement de la stéatohépatite associée à un dysfonctionnement métabolique (« MASH »), a annoncé aujourd’hui que son équipe de direction participera aux conférences investisseurs suivantes :H.C. Wainwright 27th Annual Global Investment Conference Date : Mardi 9 septembre 2025Heur...

Guy Sips ... (+6)
  • Guy Sips
  • Jacob Mekhael
  • Kristof Samoy
  • Thibault Leneeuw
  • Thomas Couvreur
  • Wim Lewi

Morning Notes : AGS BB, AGFB BB, IVA FP, RET BB, TWEKA NA, VAN BB, NXF...

: AGS BB, AGFB BB, IVA FP, RET BB, TWEKA NA, VAN BB, NXFIL NA, IMCD NA

Jacob Mekhael
  • Jacob Mekhael

Inventiva A MASH turnaround story with big upside potential

Inventiva's lanifibranor is the next in line candidate in MASH, with its phase 3 (NATiV3) trial now fully recruited, locking in a topline readout for 2H26. The program is de-risked by a robust phase 2b, showing competitive fibrosis response rates and strong HbA1c reduction— a key differentiator for the large MASH + T2D population. With oral dosing and clean safety, lanifibranor is well-positioned to capture a meaningful share of the validated MASH commercial opportunity. A € 348m structured fina...

Wim Hoste
  • Wim Hoste

Tessenderlo Feedback 1H results conference call

Below are the highlights from the conference call. Tessenderlo's 1H results positively surprised, with adj EBITDA up 8% y/y to 163.4m, which was 19% better than our forecast and 12% above consensus. The company reiterated its broad FY25 guidance range, with consensus currently at the midpoint of the range whilst KBCS estimates are at the low end of the guidance range (and will be upped somewhat). The company is using its solid balance sheet and FCF to buy back own shares. We consider valuation t...

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

AEGON: Addition of €200m to existing SBB, considering US domicile, results mixed. Alfen: 19% EBITDA cut, mid-point new 2026 guidance. Flow Traders: Positive volumes, negative volatility. Kinepolis: Strong profit beat on better operating leverage, higher ticket and ITS per visitor. Recticel: Peer Rockwool 2Q25 results. Tessenderlo: Solid 1H25 beat, guidance maintained. VGP: Strong results, more news on JVs to come

Guy Sips ... (+6)
  • Guy Sips
  • Hilde Van Boxstael
  • Thibault Leneeuw
  • Thomas Couvreur
  • Wim Hoste
  • Wim Lewi
Wim Hoste
  • Wim Hoste

Tessenderlo FIRST LOOK: 1H adj EBITDA +8%, FY guidance maintained

Tessenderlo's 1H results positively surprised, with adj EBITDA up 8% y/y to 163.4m, which was 19% better than our forecast and 12% above consensus. The company reiterated its broad FY25 guidance range, with consensus currently at the midpoint of the range whilst KBCS estimates are at the low end of the guidance range (and will be upped somewhat). The company is using its solid balance sheet and FCF to buy back own shares. We consider valuation to be attractive enough from maintaining our Accumul...

 PRESS RELEASE

Change in composition of the Supervisory Board of ForFarmers

Change in composition of the Supervisory Board of ForFarmers Lochem, 12 August 2025 Change in composition of the Supervisory Board of ForFarmers ForFarmers today announces that Erwin Wunnekink, member of the Supervisory Board, has decided to step down from his position as of 1 November 2025. Mr Wunnekink has indicated that he will pursue a new professional opportunity elsewhere, which is not compatible with his role on the Supervisory Board of ForFarmers. "It is unfortunate that Erwin Wunnekink will leave ForFarmers earlier than planned, ahead of his scheduled departure at the AGM in 202...

 PRESS RELEASE

Wijziging in samenstelling Raad van Commissarissen ForFarmers

Wijziging in samenstelling Raad van Commissarissen ForFarmers Lochem, 12 augustus 2025 Wijziging in samenstelling Raad van Commissarissen ForFarmers ForFarmers maakt vandaag bekend dat Erwin Wunnekink, lid van de Raad van Commissarissen, heeft besloten zijn functie per 1 november 2025 neer te leggen. De heer Wunnekink heeft aangegeven een nieuwe professionele uitdaging aan te gaan elders, hetgeen niet te combineren is met zijn rol binnen de Raad van Commissarissen van ForFarmers. "Het is jammer dat we, voortijdig aan zijn geplande aftreden tijdens de AvA in 2027, afscheid moeten nemen va...

 PRESS RELEASE

Inventiva to Participate in Fireside Chat at the Canaccord Genuity 45t...

Inventiva to Participate in Fireside Chat at the Canaccord Genuity 45th Annual Growth Conference Daix (France), New York City (New York, United States), August 11, 2025 – (Euronext Paris and NASDAQ: ) (“Inventiva” or the “Company”), a clinical-stage biopharmaceutical company focused on the development of oral therapies for the treatment of metabolic dysfunction-associated steatohepatitis (“MASH”), today announced that Jason Campagna, MD, PhD, President of R&D and Chief Medical Officer, and David Nikodem, PhD, Vice President of US Operations will participate in a fireside chat at the Canacc...

 PRESS RELEASE

Inventiva Participera à la « Canaccord Genuity 45th Annual Growth Conf...

Inventiva Participera à la « Canaccord Genuity 45th Annual Growth Conference » Daix (France), New York City (New York, Etats-Unis), le 11 aout 2025 – (Euronext Paris et Nasdaq : ) (« Inventiva » ou la « Société »), société biopharmaceutique spécialisée dans le développement de thérapies orales pour le traitement de la stéatohépatite associée à un dysfonctionnement métabolique (« MASH »), a annoncé aujourd'hui que Jason Campagna, MD, PhD, Président de la R&D et Directeur Médical, et David Nikodem, PhD, Vice-Président des opérations aux États-Unis, participeront à un « fireside chat » lors d...

Stijn Demeester
  • Stijn Demeester

Tessenderlo/Model update ahead of 1H25/BUY

We update our model to reflect recent macro and FX trends as well as Tessenderlo's 2025F guidance. We lower our target price to €30 per share from €32 previously, mainly as a result of our lower estimates. We stick to our BUY on valuation grounds.

 PRESS RELEASE

ForFarmers results for the first half of 2025 (with full press release...

ForFarmers results for the first half of 2025 (with full press release) Lochem, 7 August 2025 ForFarmers results for the first half of 2025 Volume rises to 5.2 million tonnes, profitability remains strong Pieter Wolleswinkel, CEO ForFarmers: “The strong development of our results over the past six months confirms that we are on the right track. With a focused execution of our strategy, we are maintaining and expanding our market positions. Thanks in part to the joint venture in Germany, launched in March, and the acquisition of Van Triest Veevoeders in September 2024, we are demonstratin...

 PRESS RELEASE

Resultaten ForFarmers over eerste halfjaar 2025 (inclusief volledige p...

Resultaten ForFarmers over eerste halfjaar 2025 (inclusief volledige persbericht) Lochem, 7 augustus 2025 Resultaten ForFarmers over eerste halfjaar 2025Volume stijgt naar 5,2 miljoen ton, winstgevendheid blijft onverminderd sterk Pieter Wolleswinkel, CEO ForFarmers: “De sterke ontwikkeling van onze resultaten in de afgelopen zes maanden bevestigt dat we op de juiste koers zitten. Met een doelgerichte uitvoering van onze strategie behouden en vergroten we onze marktposities. Mede dankzij de joint venture in Duitsland, die in maart is gestart, en de overname van Van Triest Veevoeders in se...

 PRESS RELEASE

ForFarmers results for the first half of 2025: Volume rises to 5.2 mil...

ForFarmers results for the first half of 2025: Volume rises to 5.2 million tonnes, profitability remains strong Lochem, 7 August 2025  ForFarmers results for the first half of 2025 Volume rises to 5.2 million tonnes, profitability remains strong Pieter Wolleswinkel, CEO ForFarmers: “The strong development of our results over the past six months confirms that we are on the right track. With a focused execution of our strategy, we are maintaining and expanding our market positions. Thanks in part to the joint venture in Germany, launched in March, and the acquisition of Van Triest Veevoede...

 PRESS RELEASE

Resultaten ForFarmers over eerste halfjaar 2025: Volume stijgt naar 5,...

Resultaten ForFarmers over eerste halfjaar 2025: Volume stijgt naar 5,2 miljoen ton, winstgevendheid blijft onverminderd sterk Lochem, 7 augustus 2025  Resultaten ForFarmers over eerste halfjaar 2025Volume stijgt naar 5,2 miljoen ton, winstgevendheid blijft onverminderd sterk Pieter Wolleswinkel, CEO ForFarmers: “De sterke ontwikkeling van onze resultaten in de afgelopen zes maanden bevestigt dat we op de juiste koers zitten. Met een doelgerichte uitvoering van onze strategie behouden en vergroten we onze marktposities. Mede dankzij de joint venture in Duitsland, die in maart is gestart, ...

 PRESS RELEASE

Half-Year Review of Inventiva’s Liquidity Contract with Kepler Cheuvr...

Half-Year Review of Inventiva’s Liquidity Contract with Kepler Cheuvreux Daix (France), New York (New York, United States), July 31, 2025 – Inventiva (Euronext Paris and Nasdaq: IVA) (“Inventiva” or the “Company”), a clinical-stage biopharmaceutical company focused on the development of oral small molecule therapies for the treatment of patients with metabolic dysfunction-associated steatohepatitis (“MASH”), also known as non-alcoholic steatohepatitis (“NASH”), and other diseases with significant unmet medical needs, today announced the half-year report of its liquidity contract with Keple...

 PRESS RELEASE

Bilan semestriel du contrat de liquidité de la société Inventiva concl...

Bilan semestriel du contrat de liquidité de la société Inventiva conclu avec Kepler Cheuvreux Daix (France), New York (New York, Etats-Unis), le 31 juillet 2025 – Inventiva (Euronext Paris and Nasdaq: IVA) (la "Société"), société biopharmaceutique spécialisée dans le développement clinique de petites molécules administrées par voie orale pour le traitement de la stéatohépatite non alcoolique ("NASH") et d’autres maladies avec un besoin médical non satisfait significatif, annonce aujourd’hui le bilan semestriel de son contrat de liquidité conclu avec Kepler Cheuvreux. Au titre du contrat de...

Guy Sips ... (+10)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Kristof Samoy
  • Lynn Hautekeete
  • Michiel Declercq
  • Thibault Leneeuw
  • Thomas Couvreur
  • Wim Hoste
  • Wim Lewi

Morning Notes : AED BB, IVA FP, MELE BB, SOLB BB, VPK NA, WKL NA, IMCD...

: AED BB, IVA FP, MELE BB, SOLB BB, VPK NA, WKL NA, IMCD NA, JDEP NA

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