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Argen X SE: 1 director
A director at Argen X SE sold 14,928 shares at 485.750EUR and the significance rating of the trade was 100/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly sh...
- Michiel Declercq
- Thomas Couvreur
- Thomas Vranken
- Wim Hoste
- Wim Lewi
- Thomas Vranken
argenx FIRST LOOK: Amgen's Phase 3 MG data
Competitor Amgen announced topline results from its Phase 3 MINT study with Uplizna in generalised myasthenia gravis. We note the suggested semi-annual dosing frequency and solid clinical improvements, but still consider Vyvgart to be the top contender in an increasingly crowded space. We reiterate our € 530 TP and Accumulate rating for argenx.
argenx Announces Publication in The Lancet Neurology of Pivotal ADHERE...
argenx Announces Publication in The Lancet Neurology of Pivotal ADHERE Study Data in Chronic Inflammatory Demyelinating Polyneuropathy ADHERE was largest and most innovative clinical trial of CIDP patients to date VYVGART® Hytrulo (efgartigimod alfa and hyaluronidase-qvfc) demonstrated reduction in disease progression, reduced risk of relapse and rapid onset of action VYVGART Hytrulo is first and only neonatal Fc receptor (FcRn) blocker FDA-approved to treat CIDP September 19, 2024 – 7:00 am CET Amsterdam, the Netherlands – argenx SE (Euronext & Nasdaq: ARGX), a global immunology co...
- David Vagman
- CFA
- Maxime Stranart
Lotus Bakeries/Harder, better, faster, stronger… but expensive/HOLD
We reiterate our HOLD on Lotus Bakeries but increase our target price from €9,999 to €12,000 on the back of a significant volume growth beat in 1H24, while our WACC is lowered modestly to reflect lower 10-year yields in the United States. We continue to view Lotus Bakeries as a unique growth story in the FMCG segment, with more than a decade of self-funded organic growth ahead. However, we believe that the valuation of the company already reflects these growth prospects, with our model forecasti...
- ING Helpdesk
Benelux Morning Notes
ING Benelux Conference London: Aalberts, Arcadis, Azelis, Barco, Basic-Fit, Brunel International, DEME Group, Euronext, Fagron, Heijmans, Kinepolis, Lotus Bakeries, Melexis, Ontex, Randstad, Recticel, SBM Offshore, TKH Group, Van Lanschot Kempen Other company stories - OCI: Divestment of Methanol to Methanex for US$2.05bn, Staffing: US August temp volumes marginally better trend; NFP jobs miss
BFIT BASIC-FIT NV
SBMO SBM OFFSHORE NV
FAGR FAGRON SA
RAND RANDSTAD NV
LOTB LOTUS BAKERIES NV
REC RECTICEL SA
HEIJM HEIJMANS N.V. CERT
VLK
ARCAD VAN LANSCHOT KEMPEN NV CERT. OF SHS
AALB ARCADIS NV
OCI AALBERTS N.V.
BRNL OCI NV
ONTEX BRUNEL INTERNATIONAL N.V.
MELE ONTEX GROUP N.V.
TWEKA MELEXIS NV
KIN TKH GROUP N.V. CERT
BAR KINEPOLIS GROUP NV
AZE BARCO NV
DEME AZELIS GROUP NV
DEME GROUP NV
argenx to Present at Upcoming Investor Conferences
argenx to Present at Upcoming Investor Conferences August 28, 2024Amsterdam, the Netherlands – argenx (Euronext & Nasdaq: ARGX), a global immunology company committed to improving the lives of people suffering from severe autoimmune diseases, today announced that members of the management team will participate in the following investor conferences in September: 2024 Wells Fargo Healthcare Conference. Fireside chat on Wednesday, September 4, 2024 at 1:30 p.m. ET in Boston, MA.Morgan Stanley 22nd Annual Global Healthcare Conference. Fireside chat on Thursday, September 5, 2024 at 4:50 p.m....
- Guy Sips
Lotus Bakeries Robust and broad-based volume growth across the three s...
We updated our model after Lotus Bakeries reported 1H24 sales of €599.3m, up 19.6% y/y, mainly driven by robust and broad-based volume growth of more than 16% across the three strategic pillars. In addition, there was a 3% y/y price effect, combined with FX impact. We saw a) continued momentum and outstanding volume growth in Lotus Biscoff; b) Lotus Natural Foods also continues to outperform the market with double digit growth; and c) Lotus Local Heroes delivered mid-single digit growth above hi...
- Hilde Van Boxstael
- Thomas Couvreur
- Thomas Vranken
- Thomas Vranken
argenx Consistently moving into earlier-line MG (Model Update)
Following argenx' recent R&D Day and 1H24 results, we strengthen our confidence in the company's ability to enter into earlier lines of treatment for myasthenia gravis. We raise our FY24 revenue estimates and factor into account ongoing development efforts to enter seronegative gMG and ocular MG patients as well. As such, we adjust our TP from € 492 to € 530, however adopt an Accumulate rating (previously Buy) to reflect fewer major catalysts for the remainder of 2024.
- ING Helpdesk
Benelux Morning Notes
B&S: Preview - chasing growth, battling cost inflation. CTP: 1H24 results call highlights. D'Ieteren: Belron US peer Boyd reports slightly better 2Q24 but outlook still weak. Fastned: Preview 1H24. Lotus Bakeries: Strong volume growth beat. Xior Student Housing: 1H24 results call highlights. Coverage change
- Guy Sips
- Hilde Van Boxstael
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
- ING Helpdesk
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Lynn Hautekeete
- Michiel Declercq
- Sharad Kumar S.P
- Thibault Leneeuw
- Thomas Couvreur
- Thomas Vranken
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List Update August 2024: argenx & Tubize out after de...
In July, our Dynamic Top Pick List selection was up on average 0.9%; outperforming our benchmark indices (Bel20, AEX, EuroStoxx50) by 1.7% on average. Helped by this July performance, the selection is now up by 11.4% since the start of the 2024 selection (published Mid-December 2023). In this August 2024 update of our KBC Securities Dynamic Top Pick List we remove argenx and Tubize after delivering upon expectations. * Over the past two months, argenx has delivered upon our expectations on the...
BEKB BEKAERT SA
ABN ABN AMRO BANK NV DEPOSITARY RECEIPTS
FAGR FAGRON SA
EVS EVS BROADCAST EQUIPMENT SA
XIOR XIOR STUDENT HOUSING N.V.
SOLB SOLVAY SA
DIE D'IETEREN SA
SOF SOFINA SA
VAN VAN DE VELDE S.A.
IBAB ION BEAM APPLICATIONS SA
ACKB ACKERMANS & VAN HAAREN NV
TUB FINANCIERE DE TUBIZE S.A.
CPINV CARE PROPERTY INVEST SA
TINC TINC COMM. VA
ARGX ARGEN-X SE
FUR FUGRO NV
SYENS SYENSQO
- ING Helpdesk
Benelux Morning Notes
Aedifica: Small guidance increase Just Eat Takeaway: Better EBITDA in 1H24 and more cash returns Lotus Bakeries: Mondelez 2Q24 results Melexis: 2Q24 results, holding up well Ontex: Onwards and upwards Solvay: 2Q24 EBITDA beats by 4%, profit and FCF guidance upped Wolters Kluwer: 1H24 results, no surprises Events Calendar
- MarketLine Department
ARYZTA AG - Mergers & Acquisitions (M&A), Partnerships & Alliances
Summary Marketline's ARYZTA AG Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by ARYZTA AG - Mergers & Acquisitions (M&A), Partnerships & Alliances since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a...
- Thomas Vranken
argenx FIRST LOOK: 1H24 results highlight strong Vyvgart sales engine
argenx again beat consensus estimates for Vyvgart net product sales in 2Q24 to reach $ 478m and as CIDP is coming online, first indications appear positive. On the R&D side, the company provided a major update during the recent R&D Day, and reaffirms its commitment to US ITP patients with a new confirmatory study. While the company is coming closer to operational profitability, we maintain our €492 TP and Buy rating.
- Hilde Van Boxstael
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Thomas Vranken
- Wim Lewi
argenx Reports Half Year 2024 Financial Results and Provides Second Qu...
argenx Reports Half Year 2024 Financial Results and Provides Second Quarter Business Update $478 million in second quarter global net product sales First CIDP patients treated with VYVGART® Hytrulo following June 21st FDA approval On track to begin four additional registrational studies across efgartigimod and empasiprubart by end of 2024 Management to host conference call today at 2:30 PM CET (8:30 AM ET) Regulated Information – Inside Information July 25, 2024 7:00 AM CET Amsterdam, the Netherlands – argenx SE (Euronext & Nasdaq: ARGX), a global immunology company committed to imp...
- Guy Sips
- Hilde Van Boxstael
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
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