reports
- Jacob Mekhael
argenx European Commission approves Vyvgart SC in CIDP
argenx announced that the European Commission (EC) approved Vyvgart SC for the treatment of adults with progressive or relapsing active CIDP after prior treatment with corticosteroids or immunoglobulins, which comes in line with expectations following the positive CHMP opinion issued in April 2025. We anticipate a steady country by country EU launch, and continue to expect the US to remain the main driver for Vyvgart's commercial launch. We currently estimate approx. $ 1.1bn in peak sales for CI...
- Hilde Van Boxstael
- Jacob Mekhael
- Wim Lewi
argenx Announces European Commission Approval of VYVGART Subcutaneous ...
argenx Announces European Commission Approval of VYVGART Subcutaneous Injection for Chronic Inflammatory Demyelinating Polyneuropathy VYVGART® SC, first-and-only IgG Fc-antibody fragment which specifically targets the neonatal Fc receptor (FcRn), now approved for use in Europe for CIDPApproval based on ADHERE clinical trial, the largest study of CIDP patients to dateFirst novel mechanism of action for CIDP treatment in more than 30 years June 20, 2025, 7:00 PM CET Amsterdam, the Netherlands – argenx SE (Euronext & Nasdaq: ARGX), a global immunology company committed to improving the liv...
- ING Helpdesk
- Guy Sips
- Hilde Van Boxstael
- Wim Lewi
- Wim Lewi
Dollar Weakness The impact on our Benelux Coverage
In general, a weaker USD has a negative impact on Benelux stocks, particularly for companies with significant exports to the US. In this note we selected a list of companies with high US export exposure and we examine the potential impact on FY25 earninings. On top of the weak dollar, rising trade tensions or the introduction of tariffs further harm Benelux exporters. As the dollar depreciates against the euro, European goods become costlier for American consumers. At the same time, revenues ear...
EVS EVS BROADCAST EQUIPMENT SA
SOLB SOLVAY SA
UCB UCB S.A.
DIE D'IETEREN SA
SIP SIPEF GROUP
SOF SOFINA SA
ASM ASM INTERNATIONAL N.V.
ARCAD ARCADIS NV
ROYAL VOPAK NV
AALB AALBERTS N.V.
MELE MELEXIS NV
KIN KINEPOLIS GROUP NV
ABI ANHEUSER-BUSCH INBEV SA/NV
AD KONINKLIJKE AHOLD DELHAIZE N.V.
ASML ASML HOLDING NV
ARGX ARGEN-X SE
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ADYEN ADYEN NV
BAR BARCO NV
FUR FUGRO NV
DSFIR KONINKLIJKE DSM N.V.
AGN AEGON N.V.
SYENS SYENSQO
Nextensa NV/SA : Information on the total number of voting rights a...
Nextensa NV/SA : Information on the total number of voting rights and shares PRESS RELEASE REGULATED INFORMATION Brussels, 11 June 2025, 5:40pm Nextensa NV/SA : Information on the total number of voting rights and shares In application of article 15 of the...
Nextensa SA : Informations relatives au nombre total de droits de vote...
Nextensa SA : Informations relatives au nombre total de droits de vote et d’actions COMMUNIQUÉ DE PRESSE INFORMATIONS RÉGLEMENTÉES Bruxelles, 11 juin 2025, 17h40 Nextensa SA : Informations relatives au nombre total de droits de vote et d’actions En application de l'article 15 de la loi du 2 mai 2007 relative à la publicité des participations importantes, Nextensa (la ‘Société’) communique les informations suivantes suite à l'octroi ...
Nextensa NV : Informatie betreffende het totale aantal stemrechten e...
Nextensa NV : Informatie betreffende het totale aantal stemrechten en aandelen PERSBERICHT GEREGLEMENTEERDE INFORMATIE Brussel, 11 Juni 2025, 17u40 Nextensa NV : Informatie betreffende het totale aantal stemrechten en aandelen In toepassing van artikel 15 van de wet van 2 mei 2007 op d...
- ING Helpdesk
Benelux Morning Notes
Colruyt: FY24/25F set to be in line with recently revised guidance. Exor: In search of a €2bn deal. Flow Traders: Sell In May And Go Away. Kinepolis: Peer Cineplex May 2025 box office revenue up 63% YoY, at 81% of 2019 level. Staffing: Dutch Period 5 - May vols up, strong pricing, working days/comps might distort. Staffing: French staffing - strong April data, May outlook also better
- Jacob Mekhael
argenx FIRST LOOK: Supportive Sjogren's and Myositis POC data at EULAR
argenx announced the presentation of POC results from phase 2 studies evaluating Vyvgart in Sjogren's disease (SjD) and idiopathic inflammatory myopathies (IIM or myositis) at the European Congress of Rheumatology (EULAR), being held 11-15 June. We believe the POC data, showing improvements in disease activity and functional outcomes support the continued development of Vyvgart, with phase 3 trials currently ongoing in both indications. In addition, Vyvgart was granted FDA fast track designation...
- Jacob Mekhael
- Lynn Hautekeete
- Thomas Vranken
argenx Presents New Efgartigimod Data at EULAR 2025 Highlighting Posit...
argenx Presents New Efgartigimod Data at EULAR 2025 Highlighting Positive Phase 2 Proof-of-Concept Results in Myositis and Sjogren’s Disease ALKIVIA data demonstrate significant improvement in muscle strength and physical function in myositis patients treated with efgartigimodRHO data show efgartigimod achieved sustained reduction in autoantibodies and improved functional outcomes in patients with Sjogren’s disease; program granted U.S. FDA Fast Track designationargenx committed to new therapeutic areas in rheumatology with ongoing Phase 3 studies in myositis (ALKIVIA) and Sjogren’s disea...
- ING Helpdesk
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
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Lynn Hautekeete
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Thomas Vranken
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List Update June: Removing Merus, Shurgard and Adyen ...
In this June update, we've made four adjustments to the KBC Securities Dynamic Top Pick List: 1.Merus (Removed – 27 May) was removed following the release of strong interim Phase 2 data at the ASCO 2025 conference. Its lead asset, petosemtamab, in combination with Keytruda, showed a 63% overall response rate in first-line treatment of head and neck cancer—significantly outperforming Keytruda monotherapy. The resulting share price surge validated our investment thesis. 2. Adyen (Removed) has de...
FAGR FAGRON SA
EVS EVS BROADCAST EQUIPMENT SA
XIOR XIOR STUDENT HOUSING N.V.
DIE D'IETEREN SA
SOF SOFINA SA
ROYAL VOPAK NV
MELE MELEXIS NV
KIN KINEPOLIS GROUP NV
MRUS MERUS B V
ADYEN ADYEN NV
WDP WAREHOUSES DE PAUW SCA
AZE AZELIS GROUP NV
DEME DEME GROUP NV
SHUR SHURGARD SELF STORAGE LIMITED
argenx to Present at Goldman Sachs 46th Annual Global Healthcare Confe...
argenx to Present at Goldman Sachs 46th Annual Global Healthcare Conference June 3, 2025Amsterdam, the Netherlands – argenx (Euronext & Nasdaq: ARGX), a global immunology company committed to improving the lives of people suffering from severe autoimmune diseases, today announced that Karl Gubitz, Chief Financial Officer, will participate in a fireside chat at the Goldman Sachs 46th Annual Global Healthcare Conference on Tuesday, June 10, 2025 at 8:40 AM ET in Miami, FL. A live webcast of the presentation may be accessed on the Investors section of the argenx website at . A replay of the w...
argenx Announces Results of Annual General Meeting of Shareholders
argenx Announces Results of Annual General Meeting of Shareholders May 28, 2025 – 10:01 PM 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, announced the results of its Annual General Meeting of shareholders held on May 27, 2025. 91.1% of the Company’s share capital was represented at the Annual General Meeting. All items on the agenda received the required majority of votes in favor except for agenda item 5 (adoption of the remuneration policy). This age...
Argen X SE: 1 director
A director at Argen X SE bought 1,527 shares at 479.000EUR and the significance rating of the trade was 100/100. 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 clearly s...
Minutes General Meeting
Minutes General Meeting Minutes General Meeting Regulatory release 20 May 2025, 8.00 a.m. CET Kinepolis Group NV has held her Ordinary General Meeting on 14 May 2025. All proposed agenda items were approved.The minutes of the meeting can be consulted on the website of Kinepolis Group KINEPOLIS GROUP NV Eeuwfeestlaan 20, 1020 BrusselsEnterprise Number VAT BE 0415.928.179 RLP Brussels, Dutch speaking department -
Notulen Algemene Vergadering
Notulen Algemene Vergadering Notulen Algemene Vergadering Gereglementeerde informatie 20 mei 2025, 8u00 Kinepolis Group NV heeft op 14 mei 2025 een Gewone Algemene Vergadering gehouden. Alle voorgestelde agendapunten werden goedgekeurd.De notulen van de vergadering zijn te raadplegen op de website van Kinepolis Group NV KINEPOLIS GROUP NV Eeuwfeestlaan 20, 1020 BrusselOndernemingsnummer BTW BE 0415.928.179 RPR Brussel, Nederlandstalige afdeling -
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