BESI will reports its 1Q25 results on Wednesday, 23 April. After the recent tariff turmoil, we again push-out our cyclical recovery. We now expect a relatively moderate cyclical recovery in 2026. We continue to be very positive on the long-term hybrid bonding opportunity. We believe that eventually we will see an aggressive adoption in chiplet architecture which will drive a jump in hybrid bonding demand. Given the industry-wide push for chiplets and BESI's leading HB portfolio, we see a very hi...
argenx Announces Annual General Meeting of Shareholders on May 27, 2025 April 11, 2025, 10:01 PM CET Amsterdam, the Netherlands – argenx SE (Euronext & Nasdaq: ARGX), a global immunology company committed to improving the lives of people suffering from severe autoimmune diseases, today announced that the Annual General Meeting of shareholders will be held at 13:00 CET on Tuesday, May 27, 2025 at the Hilton Amsterdam Schiphol at Schiphol Boulevard 701, 1118 BN Schiphol, the Netherlands.The shareholders and all other persons with meeting rights are invited to attend the Annual General Meet...
argenx obtained FDA approval for a PFS presentation of Vyvgart Hytrulo for self-injection for patients with AChR+ gMG or CIDP. The 20-30 second injection can now be administered by patients themselves after proper instruction, freeing them to receive treatment in healthcare settings, at home or on the go. With no specific monitoring or training requirements, the label provides a lot of flexibility for patients. We see the approval as the next phase in maintaining Vyvgart's launch momentum as it ...
In this sector note we take a close look at the semiconductor universe and go over end market dynamics, semi manufacturing trends and the impact on the WFE market. We provide detailed overviews of historical market trends and short term adjustments. We show that lower demand from China is a real risk for the WFE market, as we don't expect the non-China WFE revenues will increase with 28% y/y in 2025, which CSS implies. Our analysis shows a clear 10% risk on WFE estimates based on fundamentals, e...
argenx Announces FDA Approval of VYVGART Hytrulo Prefilled Syringe for Self-Injection in Generalized Myasthenia Gravis and Chronic Inflammatory Demyelinating Polyneuropathy VYVGART, the first-in-class FcRn blocker, now offers three administration options, including self-injection with a prefilled syringeSelf-injection provides gMG and CIDP patients with flexibility for when and where to receive treatment – at home, while ‘on the go’ or in a healthcare setting Approval reflects commitment to innovating the patient experience with individualized, safe and effective therapies April 10, 2025...
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