reports
- ING Helpdesk
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Wim Lewi
- Jacob Mekhael
argenx Supportive datasets for Vyvgart in MG and CIDP at AAN
argenx announced the presentation of new data for Vyvgart in MG and CIDP, as well as new data for adimanebart in CMS at the American Academy of Neurology (AAN) conference being held 18-22 April. The presentations include i) New phase 3 ocular MG data for Vyvgart, which shows 2.05-point placebo adjusted MGII PRO improvement, supporting label expansion, ii) post hoc analysis from the ADHERE trial which shows good outcomes in earlier line use, as well as iii) additional pipeline presentations in C...
- Jacob Mekhael
UCB Neurona acquisition expands epilepsy portfolio
UCB announced that it has entered into a definitive agreement to acquire Neurona Therapeutics, including lead epilepsy cell therapy asset NRTX-1001, for a $ 650m upfront and up to $ 500m in potential milestones. We're encouraged by NRTX-1001's phase 1/2 data showing approx. 80% reduction in disabling seizures at 4-6 months post administration in drug-resistant unilateral mesial temporal lobe epilepsy (MTLE), with or without mesial temporal sclerosis (MTS), and look forward to the phase 3 progra...
argenx Brings Neuromuscular Leadership to AAN 2026 with New Data Suppo...
argenx Brings Neuromuscular Leadership to AAN 2026 with New Data Supporting Broader VYVGART Use Across MG and CIDP ADAPT OCULUS is the first study to evaluate a targeted treatment for ocular MG, demonstrating that VYVGART significantly improves disease symptoms in this underserved patient populationADAPT SERON, OCULUS, and Jr study results build on VYVGART's approved gMG indication and show its potential as the first and only biologic therapy effective across MG subtypes ADHERE post hoc analysis supports earlier use of VYVGART in treatment-naïve CIDP patients, with 87.5% achieving early b...
- Jacob Mekhael
- Lynn Hautekeete
- Thibault Leneeuw
- Wim Hoste
- Wim Lewi
- Jacob Mekhael
UCB Presents real world data in epilepsy at AAN
UCB presented new global, real-world, patient-centric data that highlighted quality of life impacts for epilepsy patients and caregivers at the American Academy of Neurology (AAN) conference, being held 18-22 April. The data shows the impact of sleep disturbances on activities of daily living (ADL) and communication, the negative impact of prolonged seizures on daily activities including work productivity, and the benefit of treatment persistence with Fintepla, which led to reduced healthcare re...
- ING Helpdesk
Benelux Morning Notes
Belfius: strategy 2030 vs FY25 results: acceleration to +5% CAGR. dsm-firmenich: Givaudan 1Q26 trading update. D'Ieteren: Carglass's exclusive mobile ADAS calibration launch in France. EVS: €5m share buy-back programme. SBM Offshore: SEAP & Nigeria. Staffing sector: PageGroup 1Q26 trading update. TomTom: Preview 1Q26, no material changes expected. Zabka: 1Q26 Preview
- Guy Sips
- Michiel Declercq
- 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-...
- 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...
argenx announces Annual General Meeting of Shareholders on May 6, 2026
argenx announces Annual General Meeting of Shareholders on May 6, 2026 March 20, 2026 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 Wednesday, May 6, 2026 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 Meeting of sharehold...
- Guy Sips
- Hilde Van Boxstael
- Livio Luyten
- Lynn Hautekeete
- Michiel Declercq
- Wim Hoste
- Wim Lewi
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