reports
- Jacob Mekhael
UCB Reiterates recently upgraded FY25 guidance
UCB highlighted its 2025 achievements, and reiterated its recently upgraded FY25 guidance (5 December 2025). This was the company's second guidance upgrade in 2025 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. This is further supported by Bimzelx reaching over 100K patients worldwide. Looking ahead, Bimzelx' expanded access in 2026 to include 36m additional covered li...
- ING Helpdesk
Benelux Morning Notes
Basic-Fit: The Gym Group pre-close trading update / Fastned: 4Q25 preview / KPN: Vodafone new unlimited subscriptions with 1Gbps speed / Lotus Bakeries: Peer Lindt & Sprüngli FY25 sales / Ontex: Change in CEO brought forward and launch of a strategic review / Staffing sector: Page Group 4Q25 trading update / Zabka: Another miss on like-for-like growth.
- Jacob Mekhael
Autolus Aucatzyl launch success, FY25 preliminary revenue in line with...
Yesterday before US market opens, Autolus announced preliminary unaudited 4Q25 and FY25 net product sales of Aucatzyl (obe-cel, CD19 CAR-T), and provided a business update. $ 75m in FY25 Aucatzyl sales is in line with CSS ($ 75.9m) and ahead of our estimate of $ 72.5m. We believe this figure makes Aucatzyl's first year on the market a success, and we view FY26 guidance of $ 120-135m as within reach. Pipeline wise, we look forward to initial data from the phase 1 trial of Aucatzyl in the difficul...
- Jacob Mekhael
argenx Vyvgart sBLA acceptance in seronegative gMG comes with priority...
argenx announced that the FDA has accepted for priority review a sBLA for Vyvgart IV for the treatment of adults with acetylcholine receptor antibody (AChR-Ab) seronegative generalized myasthenia gravis (gMG), with a PDUFA target action date of 10 May 2026. The sBLA acceptance and priority review for Vyvgart in seronegative gMG brings argenx a step closer to its aim of having the broadest possible label in this setting. argenx estimates the commercial opportunity for seronegative gMG could add 1...
- Mathijs Geerts Danau
Pharvaris Business update narrows topline prophylactic phase 3 data to...
Pharvaris provided a business update, which comes with narrowed guidance for the topline data from the phase 3 (CHAPTER-3) trial of deucrictibant in HAE prophylaxis, now expected in 3Q26 (previously 2H26). We're confident going into this readout, which we believe has a high probability of success based on the strong efficacy shown in phase 2. With the NDA filing in the on-demand setting on track for 1H26, and another phase 3 ongoing in AAE-C1INH, the product is set to address the broadest group ...
- Jacob Mekhael
- Livio Luyten
- Mathijs Geerts Danau
- Wim Hoste
- Wim Hoste
Ontex FIRST LOOK: Acceleration of CEO transition and launch of strateg...
Ontex decided to accelerate its earlier announced CEO transition plan with Mr Nielly, President of Ontex Europe, to become the new CEO immediately. Ontex announced the launch of a strategic review, which seems mainly directed to enhancing the company's performance at this stage. We still see larger strategic moves like a combination with a US-focused peer as an eventual end game for Ontex, given the limited structural growth of its industry and the limitations to operational improvements. Despit...
- Mathijs Geerts Danau
mdxhealth FIRST LOOK: FY25 highlights show revenue in line with guidan...
Mdxhealth provides insights into key FY25 parameters, with preliminary revenue landing at $ 109m (VA CSS: $ 108.5m) and YE cash at $ 29m (VA CSS: $ 34.5m). Revenue guidance for FY26 is set at a narrow yet ambitious range of $ 137-140m, implying a 26-28% y/y increase. Additionally, mdxhealth managed to amend the Exact Sciences payouts to be more back-end loaded bringing some ease to the cash position. We believe that mdxhealth is well-positioned for growth in 2026 now that the commercial engine i...
argenx Announces FDA Acceptance of Supplemental Biologics License Appl...
argenx Announces FDA Acceptance of Supplemental Biologics License Application with Priority Review for VYVGART in AChR-Ab Seronegative gMG January 13, 2026, 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 U.S. Food and Drug Administration (FDA) has accepted for priority review a supplemental Biologics License Application (sBLA) for VYVGART® (IV: efgartigimod alfa-fcab) for the treatment of adults with acetylcholine recepto...
Ontex accelerates CEO transition, launches strategic review and appoin...
Ontex accelerates CEO transition, launches strategic review and appoints Lorenzo Grabau to the Board Aalst, Belgium, January 13, 2026 – Ontex Group NV [EURONEXT: ONTEX], a leading international developer and producer of personal care solutions, announces that, further to the regarding CEO succession, the Board has decided to accelerate Mr. Laurent Nielly’s appointment as Chief Executive Officer to January 13, 2026. This acceleration reflects the Board’s confidence in Mr. Nielly’s readiness to assume Ontex’s leadership, enabling him to take ownership of the 2026 plan from the outset of the...
Ontex versnelt CEO transitie, start een strategische evaluatie en beno...
Ontex versnelt CEO transitie, start een strategische evaluatie en benoemt Lorenzo Grabau tot de Raad van Bestuur Aalst, België, 13 januari 2026 – Ontex Group NV [EURONEXT: ONTEX], een toonaangevende internationale ontwikkelaar en producent van persoonlijke verzorgingsproducten, kondigt aan dat, volgend op de , de Raad van Bestuur heeft besloten de benoeming van Laurent Nielly tot Chief Executive Officer te versnellen naar 13 januari 2026. Deze versnelde benoeming weerspiegelt het vertrouwen van de Raad van Bestuur in Laurent Nielly om het leiderschap van Ontex op zich te nemen, waardoor hij...
MDxHealth Reports Preliminary Fourth Quarter and Full Year 2025 Revenu...
MDxHealth Reports Preliminary Fourth Quarter and Full Year 2025 Revenues, Issues 2026 Revenue Guidance, and Amends Earnout Terms with Exact Sciences MDxHealth Reports Preliminary Fourth Quarter and Full Year 2025 Revenues, Issues 2026 Revenue Guidance, and Amends Earnout Terms with Exact Sciences IRVINE, CA – January 12, 2026 () – MDxHealth SA (NASDAQ: MDXH) (the "Company" or "mdxhealth"), a leading precision diagnostics company, today reported preliminary fourth quarter and full year 2025 revenues and issued 2026 revenue guidance. The Company expects to report fourth quarter and full yea...
Autolus Therapeutics Announces Preliminary Unaudited Fourth Quarter an...
Autolus Therapeutics Announces Preliminary Unaudited Fourth Quarter and Full Year 2025 Net Product Revenue, Pipeline Advancements and Outlook for 2026 Company expects preliminary unaudited AUCATZYL® net product revenue of approximately $24 million for the fourth quarter of 2025 and approximately $75 million for the full year of 2025Autolus anticipates full year 2026 AUCATZYL® net product revenue of $120 million to $135 millionIndependent real-world AUCATZYL® data from ROCCA consortium confirm high level of clinical activity with favorable safety profile Focus for 2026 is: Driving AUCATZYL®...
Pharvaris Outlines 2026 Strategic Priorities
Pharvaris Outlines 2026 Strategic Priorities Topline data from CHAPTER-3, a pivotal study of deucrictibant for prophylactic treatment of HAE attacks, anticipated in 3Q2026Preparation of NDA dossier of deucrictibant for on-demand treatment of HAE attacks ongoing; timeline remains on-track for filing in 1H2026Recruitment ongoing in CREAATE, a pivotal study of deucrictibant for the prophylactic and on-demand treatment of AAE-C1INH attacksEstimated cash runway into 1H2027 ZUG, Switzerland, Jan. 12, 2026 (GLOBE NEWSWIRE) -- (Nasdaq: PHVS), a late-stage biopharmaceutical company developing ...
- Bruno Cavalier
- Stephane Houri
SCHP SECHE ENVIRONNEMENT
ELIOR ELIOR GROUP SA
CLN CLARIANT AG
ADP AEROPORTS DE PARIS SA
DGE DIAGEO PLC
MC LVMH MOET HENNESSY LOUIS VUITTON SE
LISN CHOCOLADEFABRIKEN LINDT & SPRUENGLI AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
STF STEF
INF INFOTEL SA
UNIQA INSURANCE GROUP AG
DEC JCDECAUX SA
ITP INTERPARFUMS
EL ESSILORLUXOTTICA SA
ISS ISS A/S
BLC BASTIDE LE CONFORT MEDICAL SA
TEP TELEPERFORMANCE SE
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
BRBY BURBERRY GROUP PLC
VETO VETOQUINOL SA
MRN MERSEN SA
MTU MANITOU BF SA
LNA LNA SANTE SA
JCQ JACQUET METALS SA
CDA COMPAGNIE DES ALPES SA
MRK MERCK KGAA
KER KERING SA
VNA VONOVIA SE
RAND RANDSTAD NV
EOAN E.ON SE
TRI TRIGANO SA
CICN CICOREL HOLDING S.A.
HEI HEIDELBERGCEMENT AG
ERA ERAMET SA
EZJ EASYJET PLC
ELIS ELIS SA
01913 PRADA S.P.A.
IMPN IMPLENIA AG
SUN SULZER AG
ACKB ACKERMANS & VAN HAAREN NV
ELI ELIA GROUP SA/NV
AMS AMADEUS IT GROUP SA CLASS A
ASRNL ASR NEDERLAND NV
MONC MONCLER SPA
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
CSM CORBION NV
WLN WORLDLINE SA
NN NN GROUP N.V.
BIM BIOMERIEUX SA
ARGX ARGEN-X SE
RBO ROCHE BOBOIS INTERNATIONAL SAS
KBX KNORR-BREMSE AG
FDJ LA FRANCAISE DES JEUX SA
VK VALLOUREC SA
SFQ SAF-HOLLAND SE
BAR BARCO NV
FAST FASTNED
OVH OVH GROUPE
ZGN ERMENEGILDO ZEGNA NV
SHEL SHELL PLC
DEME DEME GROUP NV
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
TUI TUI AG
ORP ORPEA
ALHG LOUIS HACHETTE GROUP
LOUP SOCIETE L.D.C.
TKMS TKMS AG & CO. KGAA
- Bruno Cavalier
- Stephane Houri
SCHP SECHE ENVIRONNEMENT
ELIOR ELIOR GROUP SA
CLN CLARIANT AG
ADP AEROPORTS DE PARIS SA
DGE DIAGEO PLC
MC LVMH MOET HENNESSY LOUIS VUITTON SE
LISN CHOCOLADEFABRIKEN LINDT & SPRUENGLI AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
STF STEF
INF INFOTEL SA
UNIQA INSURANCE GROUP AG
DEC JCDECAUX SA
ITP INTERPARFUMS
EL ESSILORLUXOTTICA SA
ISS ISS A/S
BLC BASTIDE LE CONFORT MEDICAL SA
TEP TELEPERFORMANCE SE
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
BRBY BURBERRY GROUP PLC
VETO VETOQUINOL SA
MRN MERSEN SA
MTU MANITOU BF SA
LNA LNA SANTE SA
JCQ JACQUET METALS SA
CDA COMPAGNIE DES ALPES SA
MRK MERCK KGAA
KER KERING SA
VNA VONOVIA SE
RAND RANDSTAD NV
EOAN E.ON SE
TRI TRIGANO SA
CICN CICOREL HOLDING S.A.
HEI HEIDELBERGCEMENT AG
ERA ERAMET SA
EZJ EASYJET PLC
ELIS ELIS SA
01913 PRADA S.P.A.
IMPN IMPLENIA AG
SUN SULZER AG
ACKB ACKERMANS & VAN HAAREN NV
ELI ELIA GROUP SA/NV
AMS AMADEUS IT GROUP SA CLASS A
ASRNL ASR NEDERLAND NV
MONC MONCLER SPA
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
CSM CORBION NV
WLN WORLDLINE SA
NN NN GROUP N.V.
BIM BIOMERIEUX SA
ARGX ARGEN-X SE
RBO ROCHE BOBOIS INTERNATIONAL SAS
KBX KNORR-BREMSE AG
FDJ LA FRANCAISE DES JEUX SA
VK VALLOUREC SA
SFQ SAF-HOLLAND SE
BAR BARCO NV
FAST FASTNED
OVH OVH GROUPE
ZGN ERMENEGILDO ZEGNA NV
SHEL SHELL PLC
DEME DEME GROUP NV
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
TUI TUI AG
ORP ORPEA
ALHG LOUIS HACHETTE GROUP
LOUP SOCIETE L.D.C.
TKMS TKMS AG & CO. KGAA
- Hilde Van Boxstael
- Jacob Mekhael
- Mathijs Geerts Danau
- Wim Hoste
- Wim Lewi
- Jacob Mekhael
argenx 2026 strategic priorities includes narrowed guidance for phase ...
argenx outlined its strategic priorities for 2026 and shared preliminary Vyvgart sales numbers coming in at $ 4.15b for FY25, more or less in line with CSS of $ 4.13b. Looking ahead, 2026 is set to be a catalyst rich year with 4 registrational readouts and we note that argenx provided more specific timeline guidance for each trial, while the earlier stage pipeline progresses with multiple new additions, and a biotech collaboration. We continue to see upside for the stock in 2026 and maintain our...
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