reports
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List Update April 2026: Adding Fagron
The tariff war between US and China has eased, but with the Iran conflict and an erratic Trump, uncertainty will continues unabated. Energy prices have gone ballistic, with gas prices doubling in Europe and has hit the cyclical stocks hard. KBC macro-econimists have hiked the inflation expectation for 2026 from 1.9% to 3.3%. While the macro-economic impact has been limited so far, a prolonged uncertain situation will result in economic damage. We continue our defensive stance in our Benelux Dyna...
FAGR FAGRON SA
WKL WOLTERS KLUWER NV
EVS EVS BROADCAST EQUIPMENT SA
UCB UCB S.A.
DIE D'IETEREN SA
SOF SOFINA SA
IBAB ION BEAM APPLICATIONS SA
ROYAL VOPAK NV
CSM CORBION NV
ABI ANHEUSER-BUSCH INBEV SA/NV
ARGX ARGEN-X SE
WDP WAREHOUSES DE PAUW SCA
AZE AZELIS GROUP NV
DEME DEME GROUP NV
SHUR SHURGARD SELF STORAGE LIMITED
- Jacob Mekhael
UCB Kygevvi receives EC approval in ultra-rare disease TK2d
UCB announced that the European Commission approved Kygevvi (doxecitine and doxribtimine) under exceptional circumstances as the first and only treatment for paediatric and adult patients with genetically confirmed thymidine kinase 2 deficiency (TK2d) with an age of symptom onset on or before 12 years. The approval comes after the positive CHMP opinion announced in February 2026. Beyond the EU, the product received FDA approval in the US in 4Q25. € 284 TP and BUY maintained.
- Guy Sips
- Jacob Mekhael
- Mathijs Geerts Danau
- Wim Lewi
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Livio Luyten
- Michiel Declercq
- Wim Lewi
- Jacob Mekhael
UCB New Bimzelx data in HS and PsO at AAD 2026
UCB presented updated data for Bimzelx in hidradenitis suppurativa (HS) and psoriasis (PsO) at the AAD conference, held 27–31 March. In HS, data showing better outcomes in patients with lower disease duration and severity makes the case for earlier treatment with Bimzelx, further supporting the drug's continued commercial uptake. In PsO, we're encouraged to see high rates of complete skin clearance up to 4 years in patients that stopped and re-started treatment, which should help UCB capture re-...
DBV Technologies Announces Filing of 2025 Annual Report on Form 10-K a...
DBV Technologies Announces Filing of 2025 Annual Report on Form 10-K and Universal Registration Document Châtillon, France, March 26, 2026 DBV Technologies Announces Filing of 2025 Annual Report on Form 10-K and Universal Registration Document DBV Technologies (Euronext: DBV – ISIN: FR0010417345 – Nasdaq Stock Market: DBVT), a late-stage biopharmaceutical company (the “Company”), today announced the filing, for the year ended December 31, 2025, of its Annual Report on Form 10-K with the U.S. Securities and Exchange Commission (“SEC”) and its Universal Registration Document (“ 2025 URD”) ...
DBV Technologies publie son « Form 10-K » américain et son Document d’...
DBV Technologies publie son « Form 10-K » américain et son Document d’Enregistrement Universel 2025 Châtillon, France, le 26 mars 2026 DBV Technologies publie son « Form 10-K » américain et son Document d’Enregistrement Universel 2025 DBV Technologies (Euronext : DBV – ISIN : FR0010417345 - Nasdaq : DBVT), une société biopharmaceutique de stade avancé (la « Société »), a annoncé aujourd'hui, au titre de l’exercice 2025, que le « Form 10-K » a été déposé auprès de la Securities and Exchange Commission (« SEC ») aux Etats-Unis, ainsi que le document d’enregistrement universel (« DEU 2025 »)...
DBV Technologies Reports Full Year 2025 Financial Results and Business...
DBV Technologies Reports Full Year 2025 Financial Results and Business Update Châtillon, France, March 26, 2026 DBV Technologies Reports Full Year 2025 Financial Results and Business Update Continued advancing the VIASKIN® Peanut Patch clinical development programs in peanut-allergic toddlers (1 through 3 years old) and children (4 through 7 years old)Bolstered executive leadership team in preparation for BLA submission and potential approvalReported cash and cash equivalents of $194 million as of December 31, 2025, plus additional gross proceeds of $94 million received on January 16, 202...
DBV Technologies publie ses résultats financiers annuels 2025 et fait ...
DBV Technologies publie ses résultats financiers annuels 2025 et fait le point sur ses activités Châtillon, France, 26 mars 2026 DBV Technologies publie ses résultats financiers annuels 2025 et fait le point sur ses activités Poursuite des avancées du programme de développement clinique du patch VIASKIN® Peanut chez les jeunes enfants âgés de 1 à 3 ans et les enfants âgés de 4 à 7 ans allergiques aux arachidesRenforcement de l’équipe de direction en vue du dépôt d’une demande de licence (BLA) et d’une éventuelle approbation aux États-UnisTrésorerie et équivalents de trésorerie de 194 mill...
Valneva to Participate in Multiple Events at the 26th World Vaccine C...
Valneva to Participate in Multiple Events at the 26th World Vaccine Congress in Washington DC Lyon (France), March 26, 2026 – Valneva SE (Nasdaq: VALN; Euronext Paris: VLA), a specialty vaccine company, today announced its participation in the upcoming 26th World Vaccine Congress, which will take place from March 31 to April 2, 2026 at the Walter E. convention center in Washington, D.C. Led by the Company´s Chief Executive Officer, Thomas Lingelbach, a team of Valneva´s senior executives will participate in multiple events throughout the conference. On April 1, 2026, at 9:40 am EST, Susan...
Valneva participera à plusieurs événements lors du 25ème World Vaccin...
Valneva participera à plusieurs événements lors du 25ème World Vaccine Congress de Washington Lyon (France), le 26 mars 2026 – Valneva SE (Nasdaq: VALN; Euronext Paris: VLA), société spécialisée dans les vaccins a annoncé aujourd'hui sa présence au 26ème World Vaccine Congress, qui se tiendra du 31 mars au 2 avril 2026 au Walter E. Convention Center à Washington, D.C. Sous la direction du directeur général de la Société, Thomas Lingelbach, des membres de l’équipe dirigeante de Valneva participeront à différents événements, durant le congrès. Le 1er avril 2026 à 14h40 (9h40 EST), Susanne E...
- Hilde Van Boxstael
- Jacob Mekhael
- Livio Luyten
- Mathijs Geerts Danau
- Thomas Couvreur
- Wim Hoste
- David Vagman
- CFA
- Maxime Stranart
UCB/EmBOLDened by Bimzelx/BUY
We reiterate our BUY rating but cut our target price from €310 to €306, reflecting an increased equity risk premium due to the war in Iran. We continue to view UCB as a unique growth story in the industry, as we model core EPS to grow at c.30% CAGR over 2024-30F thanks to the continued growth of key blockbusters Bimzelx and Evenity. Next to these, we remain confident in UCB's long-term growth strategy with assets like Galvokimig, which continues to show efficacy data optically superior to other ...
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Jacob Mekhael
UCB Picks Georgia site for planned US manufacturing facility
Yesterday after market close, UCB announced that it has selected Gwinnett County, Georgia as the location for its new US biologics manufacturing facility. Once operational, the facility is expected to produce recently approved and future pipeline complex biologics 24/7 primarily for the US market. This project is expected to generate approx. $5bn in total economic impact, creating around 330 permanent highly skilled jobs, and more than 1000 construction jobs. Approx. 62% of the company's FY25 ne...
DBV Technologies to Join CAC Mid 60 and SBF 120 Indices Following Euro...
DBV Technologies to Join CAC Mid 60 and SBF 120 Indices Following Euronext Paris Annual Review Châtillon, France, March 24, 2026 DBV Technologies to Join CAC Mid 60 and SBF 120 Indices Following Euronext Paris Annual Review Changes went into effect on Monday, March 23, 2026 DBV Technologies (Euronext: DBV – ISIN: FR0010417345 – Nasdaq Stock Market: DBVT), a late-stage biopharmaceutical company, today announced that following the annual review of the Euronext Paris indices on March 12, 2026, the Scientific Council of the Indices has admitted DBV to the CAC Mid 60 and SBF 120 Indices. Th...
DBV Technologies intégrera les indices CAC Mid 60 et SBF 120 à l'issue...
DBV Technologies intégrera les indices CAC Mid 60 et SBF 120 à l'issue de la révision annuelle d'Euronext Paris Châtillon, France, le 24 mars (22 :30 CET) 2026 DBV Technologies intégrera les indices CAC Mid 60 et SBF 120 à l'issue de la révision annuelle d'Euronext Paris Les modifications sont entrées en vigueur le lundi 23 mars 2026, après la clôture des marchés financiers DBV Technologies (Euronext : DBV – ISIN : FR0010417345 – Nasdaq Stock Market : DBVT – CUSIP : 23306J309) (la « Société »), société biopharmaceutique de stade avancé, a annoncé aujourd'hui qu'à la suite de la révision ...
- Elias New
- Nicolas David
- Sinan Doganli
- Elias New
- Nicolas David
- Sinan Doganli
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