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AstraZeneca PLC - September 2025 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

 PRESS RELEASE

DBV Technologies Announces Positive Topline Results from Phase 3 VITES...

DBV Technologies Announces Positive Topline Results from Phase 3 VITESSE Trial of VIASKIN® Peanut Patch in Peanut Allergic Children Aged 4-7 Years Châtillon, France, December 16, 2025 DBV Technologies Announces Positive Topline Results from Phase 3 VITESSE Trial of VIASKIN® Peanut Patch in Peanut Allergic Children Aged 4-7 Years VITESSE met its primary endpoint: the lower bound of the 95% confidence interval (CI) of the difference between treatment arms was 24.5%, exceeding the prespecified threshold of 15% 46.6% of children treated with the VIASKIN® Peanut patch met response criteria a...

 PRESS RELEASE

DBV Technologies annonce des résultats préliminaires positifs dans l’é...

DBV Technologies annonce des résultats préliminaires positifs dans l’étude de phase 3 VITESSE sur le patch VIASKIN® Peanut chez les enfants âgés de 4 à 7 ans allergiques à l’arachide Châtillon, France, le 16 décembre 2025 DBV Technologies annonce des résultats préliminaires positifs dans l’étude de phase 3 VITESSE sur le patch VIASKIN® Peanut chez les enfants âgés de 4 à 7 ans allergiques à l’arachide VITESSE a atteint son critère d’évaluation principal : la limite inférieure de l’intervalle de confiance à 95 % (IC) à savoir la différence entre les taux de réponse des groupes actif et pl...

Dominic Rose ... (+2)
  • Dominic Rose
  • Naresh Chouhan

Thematic - 2026 Outlook - "5 More Years" (55pgs)

For access to the full note, please contact Naresh Chouhan ( ) With EU Pharma (ex-Novo) now having reached decade high valuations vs EuroStoxx600, we believe the sector has broken out & the sustainability of the growth profile will now generate continued strong performance. Consensus 5yr sales & EPS CAGR’s stand at 4% & 7% for 15x 2026 PE. We show there is upside to this from underestimated pipelines where cons. rarely fully models “monster” drugs & from M&A which we expect to be strong at JPM ...

 PRESS RELEASE

Valneva Reports Positive Final Phase 2 Antibody Persistence and Safety...

Valneva Reports Positive Final Phase 2 Antibody Persistence and Safety Results in Children for its Chikungunya Vaccine IXCHIQ® IXCHIQ® was well tolerated by children aged one to eleven years regardless of the dose or previous chikungunya infection (CHIKV) Antibody levels remained high after twelve months in both dose groups, although more robust with the full dose Twelve-month data continues to support full dose selection for a future Phase 3 trial Saint-Herblain (France), December 10, 2025 – (Nasdaq: VALN; Euronext Paris: VLA), a specialty vaccine company, today announced positive final ...

 PRESS RELEASE

Valneva annonce des résultats finaux de Phase 2 positifs sur la persis...

Valneva annonce des résultats finaux de Phase 2 positifs sur la persistance des anticorps et l’innocuité de son vaccin contre le chikungunya IXCHIQ® chez les enfants IXCHIQ® a été bien toléré par les enfants âgés d’un à onze ans indépendamment de la dose de vaccin reçue ou d’une précédente infection au virus du chikungunyaLes niveaux d’anticorps demeurent élevés après douze mois dans les deux groupes vaccinés et sont plus robustes dans le groupe ayant reçu une dose complète du vaccin  Les données à douze mois viennent conforter la sélection d’une dose complète du vaccin pour un futur essai...

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

UCB Detailed results from Fintepla in CDD strengthen epilepsy franchis...

UCB presented detailed results of the positive phase 3 GEMZ study with Fintepla in CDKL5 deficiency disorder (CDD). The drug showed an estimated 52.7% median reduction in countable motor seizure frequency (CMSF) compared with placebo during a 14 week titration and maintenance period and a favourable safety profile. We view this as highly encouraging in this refractory epilepsy population. Given the infantile onset of CDD, we will be curious to see as of which age, patients could be included in t...

 PRESS RELEASE

VALNEVA Declaration of shares and voting rights: November 30, 2025

VALNEVA Declaration of shares and voting rights: November 30, 2025 VALNEVA Declaration of shares and voting rights November 30, 2025__________________________________________________________________________________________ Company name: VALNEVARegistered office: 6 rue Alain Bombard, 44800 Saint-Herblain (France)Regulated market of Euronext Paris - Compartment B Declaration date: December 5, 2025 Number of shares composing the share capital of ValnevaTotal number of voting rights including suspended voting rights*Description of the change Date on which this change was recognizedTotal num...

 PRESS RELEASE

VALNEVA Déclaration d’actions et de droits de vote : 30 novembre 2025

VALNEVA Déclaration d’actions et de droits de vote : 30 novembre 2025 VALNEVA Déclaration d’actions et de droits de vote 30 novembre 2025__________________________________________________________________________________________ Dénomination sociale : VALNEVAAdresse du siège social : 6 rue Alain Bombard, 44800 Saint-HerblainMarché réglementé Euronext Paris - Compartiment B Date de la déclaration : 5 décembre 2025 Nombre d’actions composant le capital de ValnevaNombre total de droits de vote incluant les droits de vote suspendus*Origine de la variationDate à laquelle cette variation a ét...

Martial Descoutures
  • Martial Descoutures
Martial Descoutures
  • Martial Descoutures
ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Ahold Delhaize: Peer Kroger 3Q25 results Kinepolis: Warner and Netflix enter exclusive deal negotiations UCB: FY25 guidance raised on Bimzelx's exceptional performance

Hilde Van Boxstael ... (+3)
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Wim Lewi
Jacob Mekhael
  • Jacob Mekhael

UCB Announces another FY25 guidance upgrade

UCB announced an additional upgrade to its FY25 financial guidance, where it now expects revenue to exceed € 7.6b, representing +24% y/y (previously at least € 7b), and adj. EBITDA margin to be higher than 31% (previously at least 30%). This is the company's second guidance upgrade this year and shows that UCB's commercial momentum continues its upward trajectory supported by its 5 key growth drivers, including lead product Bimzelx which saw strong momentum in HS, as well as a favourable payer m...

 PRESS RELEASE

Information Regarding the Total Number of Voting Rights and Total Numb...

Information Regarding the Total Number of Voting Rights and Total Number of Shares of the Company as of November 30, 2025 Information Regarding the Total Number of Voting Rights and Total Number of Shares of the Company as of November 30, 2025 (Article 223-16 of the General Regulations of the Autorité des Marchés Financiers) Market : NYSE Euronext Paris ISIN Code: FR 0010417345  Date  Total number of shares Total number of voting rights11/30/2025 200,777,718  Total gross of voting rights: 200,777,718  Total net* of voting rights: 200,667,869  * Net total = total number of voting rights at...

 PRESS RELEASE

Information relative au nombre total des droits de vote et d’actions c...

Information relative au nombre total des droits de vote et d’actions composant le capital social au 30 novembre 2025 Information relative au nombre total des droits de vote et d’actions composant le capital social au 30 novembre 2025 (Article 223-16 du Règlement Général de l’Autorité des Marchés Financiers) Place de cotation : NYSE Euronext Paris Code ISIN : FR 0010417345  Date  Nombre totald’actionscomposant le capital socialNombre totalde droits de vote30/11/2025  200.777.718  Total brut des droits de vote : 200.777.718  Total net* des droits de vote : 200.667.869  *Total net = nombre t...

 PRESS RELEASE

Valneva to Further Consolidate its Operations in France 

Valneva to Further Consolidate its Operations in France  French operations to be concentrated at its Lyon site Final consolidation of R&D in Vienna  Saint-Herblain (France), November 26, 2025 –  (Nasdaq: VALN; Euronext Paris: VLA) today announced a strategic initiative to optimize its organizational footprint in France  as part of the Company’s ongoing efforts to increase operational effectiveness and position Valneva for long-term success.  The Company plans to concentrate its French operations at its Lyon location, closing the site in Nantes, which currently includes operational as well...

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