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Guy Sips ... (+6)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Mathijs Geerts Danau
  • Michiel Declercq
  • Wim Lewi
Guy Sips ... (+5)
  • Guy Sips
  • Hilde Van Boxstael
  • Mathijs Geerts Danau
  • Michiel Declercq
  • Wim Lewi
 PRESS RELEASE

Merus to Present at the 2025 Wells Fargo Healthcare Conference

Merus to Present at the 2025 Wells Fargo Healthcare Conference UTRECHT, The Netherlands and CAMBRIDGE, Mass., Aug. 28, 2025 (GLOBE NEWSWIRE) --  . (Nasdaq: MRUS), an oncology company developing innovative, full-length multispecific antibodies and antibody drug conjugates (Biclonics®, Triclonics® and ADClonics®), today announced that Bill Lundberg, M.D., President, Chief Executive Officer of Merus, will participate in a fireside chat at the 2025 Wells Fargo Healthcare Conference on Thursday, September 4, 2025 at 3:45 p.m. ET. The webcast of the presentation will be contemporaneously ava...

Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Speculative Areas Still Leading; Staying Bullish We have discussed since late-July how the S&P 500 (SPX) had not closed below its 20-day MA for three months, but that even when it does, "all we would expect to happen is for a new, less-steep uptrend to form." That is precisely what has happened after the SPX finally lost its 20-day MA (for one whole day) on 8/1/25, only to get back to all-time highs last week. Therefore, we remain near-term bullish since our 4/22/25 Compass, and our intermediat...

 PRESS RELEASE

Merus gibt die Finanzergebnisse für das zweite Quartal 2025 bekannt un...

Merus gibt die Finanzergebnisse für das zweite Quartal 2025 bekannt und informiert über die aktuelle Geschäftsentwicklung – Petosemtamab in Kombination mit Pembrolizumab als Erstlinienbehandlung des PD-L1-positiven rezidivierenden/metastasierten Plattenepithelkarzinoms des Kopfes und Halses zeigt in Phase-II-Studie eine Ansprechrate von 63 % bei 43 auswertbaren Patienten und eine Gesamtüberlebensrate von 79 % nach 12 Monaten – Basierend auf dem aktuellen Geschäftsplan des Unternehmens, den vorhandenen Barmitteln und Barmitteläquivalenten, einschließlich des erfolgreichen Börsengangs mit ei...

 PRESS RELEASE

Merus annonce ses résultats financiers pour le deuxième trimestre 2025...

Merus annonce ses résultats financiers pour le deuxième trimestre 2025 et fait le point sur ses activités - Le pétosemtamab en association avec le pembrolizumab dans un essai de phase 2 mené chez 43 patients atteints d’un CETC r/m PD-L1+ en première intention a permis d’obtenir un taux de réponse de 63 % et un taux de survie globale de 79 % à 12 mois - D’après le plan d’exploitation actuel de la société, la trésorerie et les équivalents de trésorerie existants, notamment le produit brut de 345 millions de dollars réalisé à l’issue d’une offre publique réussie et les titres négociables devr...

 PRESS RELEASE

Merus to Present at the Canaccord Genuity 45th Annual Growth Conferenc...

Merus to Present at the Canaccord Genuity 45th Annual Growth Conference UTRECHT, The Netherlands and CAMBRIDGE, Mass., Aug. 06, 2025 (GLOBE NEWSWIRE) -- . (Nasdaq: MRUS), an oncology company developing innovative, full-length multispecific antibodies and antibody drug conjugates (Biclonics®, Triclonics® and ADClonics®), today announced that Bill Lundberg, M.D., President, Chief Executive Officer of Merus, will participate in a fireside chat at the Canaccord Genuity 45th Annual Growth Conference on Wednesday, August 13, 2025 at 1:30 p.m. ET. The webcast of the presentation will be conte...

Jacob Mekhael ... (+5)
  • Jacob Mekhael
  • Lynn Hautekeete
  • Mathijs Geerts Danau
  • Michiel Declercq
  • Thomas Couvreur

Morning Notes : ABN NA, AD NA, HOMI BB, MDXH BB, NN NA, SEQUA BB, ONWD...

: ABN NA, AD NA, HOMI BB, MDXH BB, NN NA, SEQUA BB, ONWD BB, MRUS US

 PRESS RELEASE

Merus Announces Financial Results for the Second Quarter 2025 and Prov...

Merus Announces Financial Results for the Second Quarter 2025 and Provides Business Update - Petosemtamab in combination with pembrolizumab in 1L PD-L1+ r/m HNSCC phase 2 trial demonstrates 63% response rate observed among 43 evaluable patients and 79% overall survival rate at 12-months - Based on the Company’s current operating plan, existing cash, cash equivalents, including successful public offering raising $345M gross proceeds, and marketable securities expected to fund Merus’ operations at least into 2028 UTRECHT, The Netherlands and CAMBRIDGE, Mass., Aug. 05, 2025 (GLOBE NEWSWIRE...

 PRESS RELEASE

Merus N.V. Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)...

Merus N.V. Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) UTRECHT, The Netherlands and CAMBRIDGE, Mass., Aug. 04, 2025 (GLOBE NEWSWIRE) --  (Nasdaq: MRUS) (“Merus”, the “Company,” “we” and “our”), an oncology company developing innovative, full-length multispecific antibodies and antibody drug conjugates (Biclonics®, Triclonics® and ADClonics®), today announced that the Company granted non-statutory stock options to two new employees as an inducement award outside the Company’s 2016 Incentive Award Plan (the “Plan”) in accordance with Nasdaq Listing Rule 5635(c)(4). The Co...

Stijn Demeester
  • Stijn Demeester

AkzoNobel/Model update post 2Q25 results/HOLD

We update our estimates to reflect AkzoNobel's 2Q25 results and lower FY Adj. EBITDA guidance, driven by FX changes. We maintain our HOLD rating and €65 per share target price.

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Akzo Nobel: FX drives 2Q25 miss and FY guidance cut. dsm-firmenich: Givaudan 1H25 results. Exor: In talks over Iveco sale. Lotus Bakeries: Peer Lindt & Sprüngli 1H25 results. Proximus: CpaaS peer Sinch 2Q25 results hurt by FX. Signify: 2Q25 Preview, challenges ahead. Var Energi: Promising continuation of dividend. Vopak: Continued story. Wereldhave: Strong operational results, positive market tone, guidance raised. Events Calendar

Stefano Toffano
  • Stefano Toffano
Hilde Van Boxstael ... (+5)
  • Hilde Van Boxstael
  • Livio Luyten
  • Lynn Hautekeete
  • Michiel Declercq
  • Wim Hoste
Wim Hoste
  • Wim Hoste

Akzo Nobel FIRST LOOK: 2Q adj EBITDA -2%, FY EBITDA guidance lowered b...

2Q adjusted EBITDA dropped by 2% y/y and came in about 2% below our and consensus forecasts. Akzo lowered FY25 adj EBITDA guidance by c. 5% (from ‘above € 1.55bn' to ‘above € 1.48bn'), attributing the reduction to FX changes. The new guidance calls for an adj EBITDA that would be at least flat, with performance supported by € 170m targeted gross savings. Taking into account the volatile track record and low structural growth, we maintain our Hold rating and € 65 target price.

Stijn Demeester
  • Stijn Demeester

AkzoNobel/2Q25 preview and model update/HOLD

We update our model to reflect recent FX trends and a more cautious view on volumes. We trim our Adj. EBITDA estimates by c.3.5% yet increase our target price to €65 per share from €62, reflecting a higher multiple due to a re-rating of key peer PPG and an improved risk profile following the accretive divestment of AkzoNobel India.

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