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Jacob Mekhael
  • Jacob Mekhael

Galapagos GLPG3667 phase 2 hits topline in DM, but misses in SLE

Galapagos announced the topline results from 2 phase 2 studies evaluating the efficacy and safety of GLPG3667 (TYK2 inhibitor) in dermatomyositis (DM, GALARISSO study) and active systemic lupus erythematosus (SLE, GALACELA study). The GALARISSO study in DM met its primary endpoint showing a 14.26 delta on the TIS measure at 24 weeks, which compares favourably to brepocitinib (TYK2/JAK1 inhibitor) in our view. In the GALACELA study in SLE patients, primary endpoint at 32 weeks was not met, but fi...

Guy Sips ... (+8)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Kristof Samoy
  • Livio Luyten
  • Michiel Declercq
  • Thibault Leneeuw
  • Wim Lewi

Morning Notes : BAR BB, COFB BB, FAGR BB, GLPG NA, IBAB BB, DEME BB, N...

: BAR BB, COFB BB, FAGR BB, GLPG NA, IBAB BB, DEME BB, NXFIL NA, ENRGY BB

Kristof Samoy
  • Kristof Samoy

NX Filtration Trouble comes in fours, yet another profit warning erodi...

NX Filtration just sent out another profit warning. For the fourth time in a row the company confessed it will not be able to realise its issued revenue guidance. At the 1H25 release the company reiterated its FY25 revenue guidance calling for y/y growth in the 50-70% range with KBC est. at the 60% midpoint. Today management warns FY25 revs are expected to be ca. €14m, representing a y/y growth just topping 25%. No quantified insights in profitability and cash position were given but surprisingl...

 PRESS RELEASE

Galapagos Announces Topline Results from Two Phase 3-Enabling Studies ...

Galapagos Announces Topline Results from Two Phase 3-Enabling Studies with Selective TYK2 Inhibitor GLPG3667 in Dermatomyositis and Systemic Lupus Erythematosus GLPG3667 met primary endpoint in dermatomyositis study, demonstrating a statistically significant clinical benefit and meaningful improvements on secondary measures of disease activity compared to placebo In the systemic lupus erythematosus study, GLPG3667 delivered numerical improvements on several secondary endpoints compared to placebo but did not achieve statistical significance in primary endpoint analysis The safety profile ...

 PRESS RELEASE

Galapagos maakt topline resultaten bekend van twee fase 3-enabling stu...

Galapagos maakt topline resultaten bekend van twee fase 3-enabling studies met selectieve TYK2-remmer GLPG3667 bij dermatomyositis en systemische lupus erythematodes GLPG3667 bereikte het primaire eindpunt in de dermatomyositis-studie en toonde een statistisch significant klinisch voordeel en betekenisvolle verbeteringen aan op secundaire eindpunten van ziekteactiviteit in vergelijking met placebo In de studie naar systemische lupus erythematodes leverde GLPG3667 numerieke verbeteringen op voor verschillende secundaire eindpunten in vergelijking met placebo, maar bereikte het geen statisti...

 PRESS RELEASE

Solvay Financial Calendar 2026

Solvay Financial Calendar 2026 Press release                                                                  Regulated information Brussels, December 17, 2025, 5.45pm CET Solvay today publishes its 2026 financial calendar. EventDateInterim dividend: ex-dateJanuary 19, 2026Interim dividend: payment dateJanuary 21, 2026Fourth quarter and full year 2025 earnings February 24, 2026First quarter 2026 earnings May 7, 2026Ordinary General Shareholders’ MeetingMay 12, 2026Second quarter and first half year 2026 earnings July 29, 2026Third quarter and first nine months 2026 earnings November 4, 20...

 PRESS RELEASE

Calendrier financier de Solvay en 2026

Calendrier financier de Solvay en 2026 Communiqué de presse                                                                 Information réglementée Bruxelles, le 17 décembre 2025 - 17h45 CET Solvay publie aujourd’hui son calendrier financier pour 2026. ÉvénementDateDividende intérimaire: ex-date19 janvier 2026Dividende intérimaire: date de paiement21 janvier 2026Résultats du quatrième trimestre et de l’année 202524 février 2026Résultats du premier trimestre 20267 mai 2026Assemblée générale ordinaire des actionnaires12 mai 2026Résultats du deuxième trimestre et du premier semestre 202629 j...

 PRESS RELEASE

Financiële kalender van Solvay in 2026

Financiële kalender van Solvay in 2026 Persbericht                                                             Gereglementeerde informatie Brussel, 17 december 2025, 17u45 CET Solvay publiceert vandaag zijn financiële kalender voor 2026. Evenement Datum Interimdividend: ex-coupon datum 19 januari 2026 Interimdividend: datum van betaling 21 januari 2026 Resultaten voor het vierde kwartaal en jaar 2025 24 februari 2026 Resultaten eerste kwartaal 2026 7 mei 2026 Gewone algemene aandeelhoudersvergadering  12 mei 2026 Resultaten tweede kwartaal e...

 PRESS RELEASE

Participation notification by UBS Group AG

Participation notification by UBS Group AG Press release                                                                  Regulated informationBrussels, December 15, 2025, 17:45 CET In line with Belgian transparency legislation (Law of May 2, 2007), UBS Group AG recently sent to Solvay the following transparency notification indicating that they crossed the threshold of 3%.  Here is a summary of the notification:  Voting rights after the transactionEquivalent financial instruments after the transactionTotalPrevious0.17%2.88%3.05%New0.17%3.20%3.37% The notification, dated December 10, 2025...

 PRESS RELEASE

Notification de participation par UBS Group AG

Notification de participation par UBS Group AG Communiqué de presse                                                                 Information réglementée Bruxelles, le 15 décembre 2025 - 17h45 CET Conformément à la législation et réglementation en matière de transparence financière (loi du 2 mai 2007), UBS Group AG a envoyé récemment à Solvay la notification de transparence suivante, indiquant avoir franchi le seuil de 3%.  Voici un résumé de la notification:   Droits de vote après la transaction Instruments financiers équivalents après la transaction Total...

 PRESS RELEASE

Participatiemelding van UBS Group AG

Participatiemelding van UBS Group AG Persbericht                                                                 Gereglementeerde informatie Brussel, 15 december 2025 - 17u45 CET In overeenstemming met de Belgische transparantiewetgeving (Wet van 2 mei 2007) heeft UBS Group AG onlangs de volgende transparantiekennisgeving naar Solvay gestuurd om aan te geven dat ze de drempel van 3% heeft overschreden.  Hier is een samenvatting van de beweging:   Stemrechten na de transactie Aan stemrechten gelijkgestelde financiële instrumenten na de transactie Totaal Vor...

Hilde Van Boxstael ... (+7)
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Livio Luyten
  • Michiel Declercq
  • Thomas Couvreur
  • Wim Hoste
  • Wim Lewi
Jacob Mekhael
  • Jacob Mekhael

argenx Vyvgart phase 3 in TED stopped due to lack of efficacy

argenx announced that the phase 3 (UplighTED) studies evaluating Vyvgart subcutaneous (SC) in adults with moderate to severe thyroid eye disease (TED) will be discontinued following a pre-specified unblinded interim analysis from patients completing 24 weeks of treatment. The decision to stop the trial due to lack of efficacy in TED is disappointing, however, the company notes that its pipeline strategy anticipates attrition. Of the 2026 phase 3 readouts, TED was the only program where argenx le...

 PRESS RELEASE

argenx Provides Update on UplighTED Studies of Efgartigimod SC in Thyr...

argenx Provides Update on UplighTED Studies of Efgartigimod SC in Thyroid Eye Disease 15 December, 2025, 7:00 AM 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 Phase 3 UplighTED studies evaluating efgartigimod subcutaneous (SC) (efgartigimod alfa and hyaluronidase-qvfc) in adults with moderate to severe thyroid eye disease (TED) will be discontinued. The decision is based on the recommendation from an Independent Data Monitoring ...

Hilde Van Boxstael ... (+8)
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Kristof Samoy
  • Livio Luyten
  • Mathijs Geerts Danau
  • Michiel Declercq
  • Thibault Leneeuw
  • Wim Lewi
Hilde Van Boxstael ... (+6)
  • Hilde Van Boxstael
  • Mathijs Geerts Danau
  • Michiel Declercq
  • Thomas Couvreur
  • Wim Hoste
  • Wim Lewi
 PRESS RELEASE

Galapagos Presented New ATALANTA-1 Cell Therapy Data in MCL at ASH 202...

Galapagos Presented New ATALANTA-1 Cell Therapy Data in MCL at ASH 2025 High complete response rates and minimal residual disease (MRD) negativity, with durable responses, in high-risk mantle cell lymphoma (MCL) with GLPG5101, a fresh, early memory-enriched CAR T-cell therapy with a 7-day vein-to-vein time Mechelen, Belgium; December 8, 2025, 07:30 CET; Galapagos NV (Euronext & NASDAQ: GLPG) announced new and updated Phase 2 data from the ongoing ATALANTA-1 study with its CD19 CAR T-cell therapy candidate, GLPG5101, during an oral presentation (#662) at the 67th American Society of Hematol...

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