reports
- 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
- Jacob Mekhael
Autolus Longer follow up at EHA maintains Aucatzyl's benefit in r/r ad...
Autolus announced updated long term data (approx. 3 years of follow up) from the phase 2 (FELIX) study of Aucatzyl (CD19 CAR-T) in r/r adult ALL to be presented at the European Hematology Association (EHA) conference, being held 12-15 June. The updated results demonstrate that Aucatzyl has maintained its benefit without the need for additional therapy with an additional 11 months of follow up as 38.4% of responders are in ongoing remission (vs. 40% at 21.5 months median follow up). We believe th...
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Thibault Leneeuw
- Thomas Vranken
- Wim Lewi
Autolus Therapeutics Presents Long-Term Follow Up from the FELIX Study...
Autolus Therapeutics Presents Long-Term Follow Up from the FELIX Study Demonstrating Obe-Cel's Potential for Long-Term Remission in R/R B-ALL at the 2025 European Hematology Association (EHA) Congress Median duration of response in FELIX study now 42.6 months after an additional 11 months of follow upMore than half of patients still in remission at 24 months38% of ongoing responders did not receive any subsequent therapy by month 33 Results suggest a proportion of patients with r/r B-ALL may not need further therapy following treatment with obe-cel LONDON, June 12, 2025 (GLOBE NEWSWIRE...
- 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...
Merus N.V. gibt Preis für öffentliches Angebot von Stammaktien bekannt
Merus N.V. gibt Preis für öffentliches Angebot von Stammaktien bekannt UTRECHT, Niederlande, und CAMBRIDGE, Massachusetts, June 05, 2025 (GLOBE NEWSWIRE) -- Merus N.V. (Nasdaq: MRUS) („Merus“, das „Unternehmen“, „wir“ und „unser“), ein Onkologieunternehmen, das innovative, multispezifische Antikörper in voller Länge und Antikörper-Wirkstoff-Konjugate (Biclonics®, Triclonics® und ADClonics®) entwickelt, hat heute den Preis eines geplanten öffentlichen Zeichnungsangebots von 5.263.158 Stammaktien zu einem öffentlichen Angebotspreis von 57,00 USD je Aktie (die „Angebotsaktien“) bekanntgegebe...
Merus N.V. annonce la fixation du prix de l’offre publique d’actions o...
Merus N.V. annonce la fixation du prix de l’offre publique d’actions ordinaires UTRECHT, Pays-Bas et CAMBRIDGE, État du Massachusetts, 05 juin 2025 (GLOBE NEWSWIRE) -- Merus N.V. (Nasdaq : MRUS), ci-après « Merus », la « Société », « nous » ou « notre/nos », une société spécialisée dans l’oncologie développant des anticorps multispécifiques pleine longueur innovants et des conjugués anticorps-médicaments appelés Biclonics®, Triclonics® et ADClonics®, fixe ce jour le prix de lancement de ses 5 263 158 actions ordinaires à 57,00 dollars chacune dans le cadre de son offre publique de souscri...
Merus N.V. gibt geplantes öffentliches Zeichnungsangebot von Stammakti...
Merus N.V. gibt geplantes öffentliches Zeichnungsangebot von Stammaktien bekannt UTRECHT, Niederlande, und CAMBRIDGE, Massachusetts, June 05, 2025 (GLOBE NEWSWIRE) -- Merus N.V. (Nasdaq: MRUS) („Merus“, das „Unternehmen“, „wir“ und „unser“), ein Onkologieunternehmen, das innovative, multispezifische Antikörper in voller Länge und Antikörper-Wirkstoff-Konjugate (Biclonics®, Triclonics® und ADClonics®) entwickelt, gab heute den Start eines geplanten öffentlichen Zeichnungsangebots seiner Stammaktien (die „Angebotsaktien“) bekannt. Alle Stammaktien werden von Merus angeboten. Darüber hinaus ...
Merus N.V. annonce une offre publique de souscription d’actions ordina...
Merus N.V. annonce une offre publique de souscription d’actions ordinaires UTRECHT, Pays-Bas et CAMBRIDGE, Massachusetts, 05 juin 2025 (GLOBE NEWSWIRE) -- Merus N.V. (Nasdaq : MRUS) (« Merus », la « Société », « nous » et « notre »), une société spécialisée dans l’oncologie qui développe des anticorps multispécifiques innovants et des conjugués anticorps-médicaments (Biclonics®, Triclonics® et ADClonics®), a annoncé aujourd’hui le lancement d’une offre publique de souscription de ses actions ordinaires (les « Actions de l’offre »). Toutes les actions ordinaires sont proposées par Merus. E...
- 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
- Guy Sips
- Kristof Samoy
- Livio Luyten
- Michiel Declercq
- Thibault Leneeuw
- Wim Hoste
Benelux Local Champions Feedback document
Below our feedback notes written at the occasion of our annual Benelux Local Champions Conference that took place on 27 May 2025 at our historic building at Grand Place Brussels. This event offered the possibility to have one-on-one meetings and/or small group meetings with the following Benelux companies and their top management & IR: ACKERMANS & VAN HAAREN | AHOLD DELHAIZE | AKZONOBEL | ARCADIS | AZELIS | CORBION | GBL | LOTUS BAKERIES | MELEXIS | PROXIMUS | SOFINA | UMICORE
- Thomas Vranken
Merus Raises $ 300m through public offering
Merus has announced a public offering of 5.26m shares at $57 per share, an 8.6% discount to the previous close, to raise approx. $300 million in gross proceeds. The proceeds from the offering will fund clinical and preclinical development, technology advancement, and general corporate needs. Following strong ASCO 2025 data and a resulting share price increase, the transaction strengthens Merus' financial position beyond its solid 1Q25 cash position of $638m. We have raised the probability of suc...
- Guy Sips
- Jacob Mekhael
- Livio Luyten
- Lynn Hautekeete
- Thomas Vranken
- Wim Lewi
Merus N.V. Announces Pricing of Public Offering of Common Shares
Merus N.V. Announces Pricing of Public Offering of Common Shares UTRECHT, The Netherlands and CAMBRIDGE, Mass., June 04, 2025 (GLOBE NEWSWIRE) -- Merus N.V. (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 the pricing of an underwritten public offering of 5,263,158 common shares, at a public offering price of $57.00 per share (the “Offer Shares”). Merus also granted the underwriters a 30-day option to purchase up to ...
Merus N.V. Announces Proposed Public Offering of Common Shares
Merus N.V. Announces Proposed Public Offering of Common Shares UTRECHT, The Netherlands and CAMBRIDGE, Mass., June 03, 2025 (GLOBE NEWSWIRE) -- Merus N.V. (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 the launch of a proposed underwritten public offering of its common shares (the “Offer Shares”). All of the common shares are being offered by Merus. In addition, Merus expects to grant the underwriters a 30-day opti...
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...
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...
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...
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