reports
- 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
- David Vagman
- CFA
Kinepolis/Weak start, macro, long-term worries priced in/BUY
We cut our EPS by 13% on lower attendance and our target price by 14% to €43, while factoring in slightly lower long-term growth and a slower M&A restart. The share price has underperformed by 20% YTD, reflecting a weak 1Q25, some specific country issues (Netherlands, Spain, France), macro fears and, we think, more longer term concerns that the industry cannot pull off a material recovery despite an improvement in content. We keep our BUY rating on: (1) Kinepolis self-help and, above all, its M&...
Autolus Therapeutics Announces License of AUCATZYL® (obecabtagene auto...
Autolus Therapeutics Announces License of AUCATZYL® (obecabtagene autoleucel) Issued by UK MHRA for Adult Patients (≥ 18 years) with Relapsed or Refractory B-Cell Precursor Acute Lymphoblastic Leukemia (R/R B-ALL)(1) UK Medicines and Healthcare products Regulatory Agency (MHRA) authorisation based on FELIX clinical trial of obecabtagene autoleucel in adult patients with r/r B-ALL1AUCATZYL® licensed from MHRA under ‘conditional marketing authorisation’, meaning that the MHRA will review new efficacy and safety information at least once every year1 Investors, US and UK National, Medical and ...
- Maissa Keskes
- Stephane Houri
AC ACCOR SA
SGO COMPAGNIE DE SAINT-GOBAIN SA
DG VINCI SA
CA CARREFOUR SA
ADP AEROPORTS DE PARIS SA
BNP BNP PARIBAS SA CLASS A
RNO RENAULT SA
SK SEB SA
NOKIA NOKIA OYJ
G ASSICURAZIONI GENERALI S.P.A.
ENI ENI S.P.A.
SAF SAFRAN S.A.
DTE DEUTSCHE TELEKOM AG
BKT BANKINTER SA
INX IMCD N.V.
AD KONINKLIJKE AHOLD DELHAIZE N.V.
STM STMICROELECTRONICS NV
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
DSY DASSAULT SYSTEMES SA
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
FER FERROVIAL SA
- Maissa Keskes
- Stephane Houri
AC ACCOR SA
SGO COMPAGNIE DE SAINT-GOBAIN SA
DG VINCI SA
CA CARREFOUR SA
ADP AEROPORTS DE PARIS SA
BNP BNP PARIBAS SA CLASS A
RNO RENAULT SA
SK SEB SA
NOKIA NOKIA OYJ
G ASSICURAZIONI GENERALI S.P.A.
ENI ENI S.P.A.
SAF SAFRAN S.A.
DTE DEUTSCHE TELEKOM AG
BKT BANKINTER SA
INX IMCD N.V.
AD KONINKLIJKE AHOLD DELHAIZE N.V.
STM STMICROELECTRONICS NV
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
FER FERROVIAL SA
- Robert Jan Vos
- ING Helpdesk
Benelux Morning Notes
Allfunds Group plc: 1Q25 Preview. Azelis: 1Q25 EBITA miss on tariff uncertainty, €20m self-help to support margins. Exor: Announces oversubscribed €1bn SBB tender offer, strike at VWAP +2%. Flow Traders: Mike drop. Fugro: 1Q25 as expected but outlook a question mark. IMCD: Breaking with tradition: CEO gone within 15 months. Kinepolis: Weak 1Q25, offset by a strong 2Q25 start. KPN: Small 1Q25 EBITDAal beat, guidance reiterated. Randstad: Capital Markets Event. RELX: 1Q25 trading...
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Thomas Vranken
- Wim Lewi
- Jacob Mekhael
Autolus R&D day outlines SLE data and path to market, MS up next
Yesterday, Autolus hosted an R&D day where it shared initial data from the phase 1 trial of obe-cel (CD19 CAR-T) in r/r SLE which showed that 3/6 patients achieved complete renal response (CRR). The company has aligned with the FDA on the route to market, and plans to initiate a pivotal phase 2 trial by YE25. In addition, Autolus announced its plan to evaluate obe-cel in progressive MS with a dose escalation trial due to begin by YE25. We reiterate our $ 10 TP and Buy rating.
Autolus Therapeutics Highlights Advancing Autoimmune Pipeline at R&D I...
Autolus Therapeutics Highlights Advancing Autoimmune Pipeline at R&D Investor Event Company outlined potential for value creation driven by obe-cel across multiple B cell driven malignancies and autoimmune diseases, including acute lymphoblastic leukemia (ALL), lupus nephritis (LN) and multiple sclerosis (MS)Preliminary data in initial six patient cohort treated in Phase 1 trial in systemic lupus erythematosus (SLE) support progressing obe-cel into a planned Phase 2 pivotal study in lupus nephritis; first patient expected to be dosed in Phase 2 trial by year-end 2025Company plans to advance...
- ING Helpdesk
Benelux Morning Notes
AkzoNobel: 3% beat on 1Q25 Adj. EBITDA, FY25 guidance maintained at +€1.55bn. BE Semiconductor Industries: 1Q25 results - extending the downcycle. Corbion: Apogee. Just Eat Takeaway.com: 1Q25 Trading Update - no impact on the bid. Kinepolis: 1Q25 preview. KPN: 1Q25 preview. Randstad: Strong 9% high quality beat on 1Q25, 2Q25 outlook looks a touch below. Vår Energi: Fine start of the year, more to come. Vopak: Reasonable start, cashflow developing nicely.
Smartphoto Group NV: 1 director
A director at Smartphoto Group NV bought 9,239 shares at 28.173EUR and the significance rating of the trade was 51/100. 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 cl...
Autolus Therapeutics to Report First Quarter 2025 Financial Results an...
Autolus Therapeutics to Report First Quarter 2025 Financial Results and Host Conference Call on May 8, 2025 LONDON, April 22, 2025 (GLOBE NEWSWIRE) -- Autolus Therapeutics plc (Nasdaq: AUTL), an early commercial stage biopharmaceutical company developing, manufacturing and delivering next-generation programmed T cell therapies, today announces that it will release its first quarter 2025 financial results and operational highlights before open of US markets on Thursday, May 8, 2025. Management will host a conference call and webcast at 8:30 am EDT/13:30 pm BST to discuss the company’s fin...
- ING Helpdesk
Benelux Morning Notes
Aalberts: Preview - priced like it is 2009 all over again. ABN AMRO: Pre-close 1Q – focus on capital & new CEO. Ahold Delhaize: Preview 1Q25. Arcadis: Gatwick work. Basic-Fit: 1Q25 trading update; strong membership ingrowth; CB repayment refinancing. CM.com: 1Q25 trading update. Fastned: 1Q25 trading update; disappointing charging volumes. NSI: A steady quarter, increasing vacancy on the horizon. Sligro: Soft 1Q25 sales, no outlook provided. Wereldhave: Guidance at the higher e...
- ING Helpdesk
Benelux Morning Notes
Ackermans & van Haaren: Another Delen Private Bank acquisition in the Netherlands. Ahold Delhaize: Peer Albertsons FY24/25 results. ASML: 1Q25 results; already weaker ahead of the tariffs. Barco: Calm before the storm. Heineken: In the hold. Melexis: Partial move to China. Staffing sector: Hays' 3Q24/25 trading update; in line. Vopak: New industrial terminal or energy transition facility? WDP: €60m investment with KDL
Publication annual report 2024, convening notice for the General Meeti...
Publication annual report 2024, convening notice for the General Meeting and proposal new directors Publication annual report 2024, convening notice for the General Meeting and proposal new directors Regulated information 11 April 2025, 8 am CET Kinepolis Group NV presents its integrated annual report 2024, with a comprehensive overview of the Group's strategic, financial, operational and ESG performance for the year 2024. The report is available in English and Dutch and can be accessed . Kinepolis' annual report 2024 is the first report prepared in accordance with the guidelines of th...
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