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Benelux Morning Notes
Ageas: Reinsurance partnership with TRIGLAV, taking QS on Italian motor direct insurance Belgian Telecoms: Digi introduces a new mobile subscription at €3. Kinepolis: Box office in US/Canada up 76% YoY while France visitors were down 25%. NN Group & ASR: Dutch coalition collapse not affecting Dutch Pension Reform. SBM Offshore: Farewell Aseng after 13.5 years of service. Events Calendar
PROX PROXIMUS SA DE DROIT PUBLIC
SBMO SBM OFFSHORE NV
AGS AGEAS SA/NV
PHIA KONINKLIJKE PHILIPS N.V.
WKL WOLTERS KLUWER NV
ASM ASM INTERNATIONAL N.V.
ASRNL ASR NEDERLAND NV
LIGHT SIGNIFY NV
MELE MELEXIS NV
KIN KINEPOLIS GROUP NV
NN NN GROUP N.V.
ASML ASML HOLDING NV
TKWY JUST EAT TAKEAWAY.COM N.V.
OBEL ORANGE BELGIUM SA
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
TOM2 TOMTOM NV
PRX PROSUS N.V. CLASS N
DSC1 DUTCH STAR C SHAR
BAR BARCO NV
FAST FASTNED
- Marc Hesselink
- CFA
- Thymen Rundberg
Benelux Tech update/Our favourites: ASM, Barco, BESI, RELX
We refresh our Benelux Tech coverage following the 1Q25 reporting season. In this note we downgrade Just Eat Takeaway from Buy to HOLD as we believe the takeover offer is fair. Most companies reported largely in line results and, across the board we make relatively modest changes to our estimates. Our highest conviction longs in the Benelux Tech universe are ASM International, Barco, BE Semiconductor Industries and RELX. Our biggest increase in target price is for Prosus which saw strong perfor...
PHIA KONINKLIJKE PHILIPS N.V.
WKL WOLTERS KLUWER NV
ASM ASM INTERNATIONAL N.V.
LIGHT SIGNIFY NV
MELE MELEXIS NV
ASML ASML HOLDING NV
TKWY JUST EAT TAKEAWAY.COM N.V.
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
TOM2 TOMTOM NV
PRX PROSUS N.V. CLASS N
DSC1 DUTCH STAR C SHAR
BAR BARCO NV
FAST FASTNED
- Guy Sips
- Jacob Mekhael
- Livio Luyten
- Lynn Hautekeete
- Thomas Vranken
- Wim Lewi
- Jacob Mekhael
Hyloris FDA approval for Tranexamic Acid Intravenous Premix RTU
Hyloris announced that its partner Avenacy received FDA approval for its ANDA (generic NDA) of Tranexamic Acid Intravenous Premix Ready-to-Use (RTU), with launch planned for 2H25. This product, approved through the generic ANDA pathway, is non-core for the company, as Hyloris' main focus is on the more valuable reformulation and repurposing 505(b)(2) pathway. Sales of intravenous tranexamic acid reached $ 29.1m in the 12 months up to March 2025, and we estimate Hyloris could receive approx. $ 2m...
Autolus Therapeutics to Participate in Upcoming Investor Conferences
Autolus Therapeutics to Participate in Upcoming Investor Conferences LONDON, May 29, 2025 (GLOBE NEWSWIRE) -- Autolus Therapeutics plc (Nasdaq: AUTL), an early commercial-stage biopharmaceutical company developing, manufacturing and delivering next-generation programmed T cell therapies, announces that the Company will participate in upcoming investor conferences. William Blair 45th Annual Growth Stock ConferenceManagement to host investor meetingsDate: June 3, 2025Location: Chicago, IL Jefferies Global Healthcare ConferenceFireside Chat PresentationDate and time: June 5, 2025; 3:10pm E...
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Thomas Vranken
- Wim Hoste
- Wim Lewi
- Jacob Mekhael
Autolus Receives positive CHMP opinion for Aucatzyl in r/r adult ALL i...
Friday during trading hours, Autolus announced the EMA's CHMP issued a positive opinion for Aucatzyl (CD19 CAR-T) in r/r adult ALL. The European Commission is expected to make a decision on marketing approval in the EU within approx. 2 months, and usually follows the CHMP opinion. Commercial launch in Europe is expected to be on a country by country basis, and the company has previously indicated that the initial focus in Europe will be on Germany and the UK. With initial US sales showing solid ...
Autolus Therapeutics Announces Positive CHMP Opinion for Obecabtagene ...
Autolus Therapeutics Announces Positive CHMP Opinion for Obecabtagene Autoleucel for Adult Patients (age 26 and older) with Relapsed or Refractory B-Cell Precursor Acute Lymphoblastic Leukemia (R/R B-ALL) Positive CHMP opinion based on FELIX clinical trial of obecabtagene autoleucel (obe-cel) in adult patients with r/r B-ALL, demonstrating high and durable response rates and low toxicityOpinion follows FDA approval and MHRA conditional marketing authorisationEuropean Commission (EC) decision on conditional marketing authorization application (MAA) expected within approximately two months L...
- Jacob Mekhael
Hyloris Deal with AFT for XTRAZA in selected APAC regions and Canada
Hyloris announced an exclusive licensing agreement with AFT Pharmaceuticals for XTRAZA (tranexamic acid oral rinse) in Canada, Australia, New Zealand, Singapore and Hong Kong. Under the terms of the agreement Hyloris will receive up to 50% of the gross profits generated. This deal with AFT follows a previously announced agreement for the UK with Colonis Pharma. A phase 3 trial for XTRAZA is ongoing in the US and EU, with data expected by YE25, and we note that a deal for XTRAZA in the larger US...
- Hilde Van Boxstael
- Jacob Mekhael
- Livio Luyten
- Michiel Declercq
- Wim Hoste
- Wim Lewi
- Jacob Mekhael
EHA abstracts Autolus, Galapagos, MaaT
The abstracts for presentations at EHA (12-15 June) became available yesterday during the day (here). While we may have to wait until the actual conference for the latest datasets, here in this note are some key takeaways for our coverage including updates from Autolus (long-term findings and predictors of sustained remission for Aucatzyl in r/r adult ALL, as well as age stratified outcomes), Galapagos (more data and follow up from its decentralised CAR-T program) and MaaT (additional data from ...
Autolus Therapeutics Presents Clinical Data Updates at the 2025 Europe...
Autolus Therapeutics Presents Clinical Data Updates at the 2025 European Hematology Association (EHA) Congress LONDON, May 14, 2025 (GLOBE NEWSWIRE) -- Autolus Therapeutics plc (Nasdaq: AUTL), an early commercial-stage biopharmaceutical company developing, manufacturing and delivering next-generation programmed T cell therapies, announces the online publication of three abstracts submitted to the European Hematology Association (EHA) Congress, to be held June 12-15, 2025, Milan, Italy. Autolus will have two oral and one poster presentation, which includes updated follow up from the FELIX ...
- Kristof Samoy
Ekopak Ready for a new start
Ekopak announces a €15m capital increase led by Alychlo, alongside major board and management changes. The transaction strengthens governance and liquidity, with Alychlo becoming the dominant shareholder. New projects and reaffirmed credit lines support continued growth under the WaaS model. The transaction, management, and board changes clearly exemplify the intention of reference shareholder Alychlo to re-start with a clean slate and mark a first step in rebuilding investor confidence . We mai...
- Jacob Mekhael
- Kristof Samoy
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Jacob Mekhael
Autolus 1Q25 shows higher than expected Aucatzyl sales in r/r adult AL...
Yesterday before US market open, Autolus reported 1Q25 results with the highlight being the first Aucatzyl (CD19 CAR-T) sales in r/r adult ALL in the US ($ 9m), coming in above our expectations (1Q25 KBCSe $ 5m) and sending the stock up +10%. We see the stronger than expected initial demand as a good sign for the remainder of the launch. Seasonality remains to be seen, but if this momentum continues for the rest of FY25, our sales estimate of $ 43m will be within reach (BBG CSS $ 37m). We reiter...
- Hilde Van Boxstael
- Jacob Mekhael
- Lynn Hautekeete
- Michiel Declercq
- Thomas Vranken
- Wim Hoste
- Wim Lewi
Autolus Therapeutics Reports First Quarter 2025 Financial Results and ...
Autolus Therapeutics Reports First Quarter 2025 Financial Results and Business Updates Company reports Q1 2025 AUCATZYL® net product revenue of $9.0 millionU.K. Medicines and Healthcare products Regulatory Agency (MHRA) granted conditional marketing authorization for AUCATZYL® for the treatment of adult patients with relapsed or refractory B-cell precursor acute lymphoblastic leukemia (r/r B-ALL)Encouraging preliminary data reported in Phase 1 CARLYSLE trial in systemic lupus erythematosus (SLE); planned Phase 2 pivotal clinical trial in lupus nephritis (LN) and Phase 1 clinical trial in pr...
- Jacob Mekhael
- Kristof Samoy
- Lynn Hautekeete
- Wim Hoste
- Jacob Mekhael
Autolus Aucatzyl secures UK MHRA approval in r/r adult ALL, all eyes o...
Last Friday evening, Autolus announced today that the UK Medicines and Healthcare products Regulatory Agency (MHRA) has granted conditional marketing authorisation for Aucatzyl (CD19 CAR-T) in adult relapsed/refractory B-cell acute lymphoblastic leukemia (r/r B-ALL), in line with the expected timeline. Looking ahead, Autolus will report its 1Q25 results on 8 May, where the first quarter US sales of Aucatzyl will be reported and will give us a quantitative view on the launch momentum – note that ...
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Thibault Leneeuw
- Thomas Couvreur
- Thomas Vranken
- Wim Hoste
- Wim Lewi
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