에 대한 최신 뉴스 Galapagos (NASDAQ:GLPG) 주식

Galapagos

Galapagos NV is a fully integrated biotechnology company focused on discovering, developing, and commercializing medicines. The company is committed to improving patients' lives world-wide by targeting diseases with high unmet needs. Its R&D capabilities cover multiple drug modalities, including small molecules and cell therapies. Its portfolio comprises discovery through to commercialized programs in immunology, oncology, and other indications. Its first medicine for rheumatoid arthritis and ulcerative colitis is available in Europe and Japan. It derives maximum revenue from United States of America.

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GILD

GLPG

뱅크 오브 아메리카 증권(BofA)은 유럽 제약회사 갈라파고스 NV(NASDAQ:GLPG)을 하향 조정하며, 단기적인 촉매제 부족에 대해 언급했다.갈라파고스의 기업 가치는 지속적으로 낮은 15억 ~ 20억 달러 사이에서 유지되고 있으며, 이에 대해 애널리스트들은 즉각적이거나 중기적인 해결책을 기대하지 않고 있다.게다가 이 회사의 주요 프로그램은 차별화가 불분명하고 성장을 촉진할 중요한 촉매제가 부족한 혼잡한 시장에 진출하고 있다.

느린 파이프라인 진전으로 어려운 싸움을 하는 갈라파고스 평가 하향: 분석가

Galapagos NV - American Depositary Shares

Galapagos NV

Loop Capital analyst Anthony Chukumba maintains RH (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RH#NYSE">RH</a>) with a Hold and raises the price target from $320 to $450.

Price Target

Analyst Ratings

Loop Capital Maintains Hold on RH, Raises Price Target to $450

WIIM

KEYS

Keysight Technologies shares are trading higher after JP Morgan upgraded the stock from Neutral to Overweight and announced a $200 price target.

Loop Capital analyst Laura Champine maintains Wayfair (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/W#NYSE">W</a>) with a Hold and raises the price target from $50 to $55.

Loop Capital Maintains Hold on Wayfair, Raises Price Target to $55

LOGI

Logitech International shares are trading lower after B of A Securities downgraded the stock from Buy to Neutral and lowere dits price target from $114 to $92.

Deutsche Bank analyst Krisztina Katai maintains Nike (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NKE#NYSE">NKE</a>) with a Buy and lowers the price target from $92 to $82.

Deutsche Bank Maintains Buy on Nike, Lowers Price Target to $82

Honeywell International shares are trading higher after the company announced it is exploring strategic alternatives.

Rosenblatt analyst Catharine Trebnick maintains OneSpan (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OSPN#NASDAQ">OSPN</a>) with a Buy and raises the price target from $18 to $22.

OSPN

Rosenblatt Maintains Buy on OneSpan, Raises Price Target to $22

Rosenblatt analyst Barton Crockett maintains Walt Disney (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) with a Buy and raises the price target from $122 to $135.

Rosenblatt Maintains Buy on Walt Disney, Raises Price Target to $135

Needham analyst Ryan Koontz reiterates Viavi Solutions (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VIAV#NASDAQ">VIAV</a>) from Hold to Hold.

Reiteration

VIAV

Needham Reiterates Hold on Viavi Solutionsto Hold

Honeywell International Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HON#NASDAQ">HON</a>) shares are trading higher premarket on Monday. The company disclosed that its Board of Directors is advancing a comprehensive business portfolio evaluation initiated earlier this year by <a target="_blank" href="https://www.benzinga.com/pressreleases/24/12/n42503701/honeywell-explores-strategic-alternatives-for-unlocking-shareholder-value-continues-review-of-tran" rel="noreferrer noopener">Chairman and CEO Vimal Kapur</a>.
The review includes exploring strategic alternatives, such as a potential separation of its Aerospace business.
Honeywell plans to share updates with its fourth-quarter 2024 earnings release.
Vimal Kapur said, &#8220;Since aligning our business this past January to three compelling megatrends – Automation, the Future of Aviation and Energy Transition – we have been moving swiftly and decisively to optimize the Honeywell portfolio to deliver superior growth and drive incremental shareholder value. At the same time, we have been evaluating more transformational changes.&#8221;
&#8220;Following the portfolio enhancements announced earlier this year, Honeywell is now well-positioned for significant transformational alternatives, and we are continuing our deeper, more granular exploration of their feasibility and possible timing,&#8221; Kapur added.
In response, Elliott Investment Management expressed support for Honeywell&#8217;s ongoing review of strategic alternatives,<a target="_blank" href="https://www.benzinga.com/pressreleases/24/12/n42503932/elliott-statement-on-honeywell" rel="noreferrer noopener"> including a potential Aerospace business separation</a>.
Elliott said it looks forward to the review&#8217;s completion and supporting the company in executing steps to unlock its full value.
Last month, Honeywell announced a plan to spin off its Advanced Materials business into an independent, U.S. publicly traded company, which is targeted to be&nbsp;<a target="_blank" href="https://www.benzinga.com/pressreleases/24/10/n41223435/honeywell-announces-plan-to-spin-off-advanced-materials-business-to-shareowners" rel="noreferrer noopener">completed by the end of 2025 or early 2026.</a>
Also, the company agreed to sell its Personal Protective Equipment (PPE) business to Protective Industrial Products, Inc. (PIP) for&nbsp;<a target="_blank" href="https://www.benzinga.com/24/11/42140202/honeywell-to-exit-ppe-business-with-1325-billion-sale-plans-advanced-materials-spinoff" rel="noreferrer noopener">$1.325 billion in an all-cash deal</a>.
Honeywell held cash and equivalents of about&nbsp;$10.6 billion as of&nbsp;September 30, 2024.
Investors can gain exposure to the stock via Gabelli Commercial Aerospace and Defense ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GCAD#NYSE">GCAD</a>) and Amplify CWP Enhanced Dividend Income ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIVO#NYSE">DIVO</a>).
Price Action: HON shares are up 3.47% at $235.51 premarket at the last check Monday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/news/guidance/24/12/42279165/honeywell-stock-slides-after-hours-on-updated-2024-outlook" target="_blank" rel="noreferrer noopener">Honeywell Stock Slides After Hours On Updated 2024 Outlook</a></li>
</ul>
Photo via Shutterstock.

Equities

Large Cap

Asset Sales

Movers

DIVO

GCAD

Honeywell Advances Strategic Review, Explores Aerospace Business Separation

Mizuho analyst Nitin Kumar maintains Ovintiv (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OVV#NYSE">OVV</a>) with a Outperform and lowers the price target from $63 to $60.

Mizuho Maintains Outperform on Ovintiv, Lowers Price Target to $60

Wells Fargo analyst Colin Langan downgrades Adient (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ADNT#NYSE">ADNT</a>) from Overweight to Equal-Weight and lowers the price target from $27 to $20.

ADNT

Wells Fargo Downgrades Adient to Equal-Weight, Lowers Price Target to $20

VersaBank (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VBNK#NASDAQ">VBNK</a>) (TSX:&nbsp;VBNK) (the "Bank") today announced that it has filed a preliminary prospectus supplement (the "Preliminary Supplement") to its short form base shelf prospectus dated November 22, 2024 (the "Base Shelf Prospectus"). The Preliminary Supplement was filed in connection with a public offering of the Bank's common shares (the "Offering"). The Preliminary Supplement has been filed with the securities regulatory authorities in each of the provinces and territories of Canada except Quebec. The Preliminary Supplement has also been filed with the U.S. Securities and Exchange Commission (the "SEC") as part of a registration statement on Form F-10 (the "Registration Statement") under the U.S./Canada Multijurisdictional Disclosure System.
&nbsp;
Raymond James &amp; Associates, Inc. is acting as the sole bookrunning manager, and Keefe, Bruyette &amp; Woods, Inc., A Stifel Company, and Roth Canada, Inc. are acting as co-managers for the Offering (collectively, the "Underwriters").
The Bank will also grant the Underwriters an over-allotment option to purchase up to an additional 15% of the common shares to be sold pursuant to the Offering (the "Over-Allotment Option"). The Over-Allotment Option will be exercisable for a period of 30 days from the date of the final prospectus supplement relating to the Offering.
The Bank expects that the net proceeds from the Offering will be used for general banking purposes and will qualify as Common Equity Tier 1 capital for the Bank.

Offerings

VBNK

VersaBank Files Prospectus for US-Canada Stock Offering to Raise Funds

The notes offered hereby will be issued as "Additional Notes" and will constitute a further issuance of our 7.875% senior secured notes due 2027, which were initially issued in an aggregate principal amount of $300 million on September 30, 2020, of which $243 million aggregate principal amount is outstanding. Varex intends to use the net proceeds from the sale of the notes to fund the partial repayment of the Company's outstanding Convertible Notes due June 2025, on their maturity date or to repurchase part of the Convertible Notes prior to their maturity date.
&nbsp;

VREX

Varex Imaging Has Commenced A Private Offering Of $125M 7.875% Senior Secured Notes Due October 15, 2027

Mizuho analyst Nitin Kumar maintains Diamondback Energy (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FANG#NASDAQ">FANG</a>) with a Outperform and lowers the price target from $219 to $207.

FANG

Mizuho Maintains Outperform on Diamondback Energy, Lowers Price Target to $207

Financing

TRVI

Trevi Therapeutics Has Priced An Underwritten Offering Of 12.5M Shares At $4.00 Per Share, For Total Proceeds Of $50M

Aehr Test Systems (NASDAQ:<a href="https://www.benzinga.com/stock/AEHR#NASDAQ">AEHR</a>), a worldwide supplier of semiconductor test and burn-in equipment, today announced a significant milestone with the receipt of its first artificial intelligence (AI) customer order for multiple high-power FOX-XP&#x2122; wafer level test and burn-in systems and multiple sets of Aehr Test proprietary WaferPakTM Contactors. These initial volume production orders are valued at over $10 million with the first system scheduled to ship immediately and completion of the shipments of the systems and initial product WaferPaks within 90 days.

AEHR

Aehr Test Systems Secures $10M Order for AI Semiconductor Testing

Mizuho analyst Nitin Kumar maintains EOG Resources (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EOG#NYSE">EOG</a>) with a Outperform and lowers the price target from $156 to $148.

Mizuho Maintains Outperform on EOG Resources, Lowers Price Target to $148

Palatin Technologies Entered Into A Warrant Exercise Inducement Agreement With An Institutional Investor To Exercise Certain Outstanding Warrants Issued In June 2024 And October 2023 Totaling 3.91M For Gross Proceeds Of Approximately $3.4M

Spruce Point Capital Management, LLC ("Spruce Point" or "we" or "us"), a New York-based investment management firm that focuses on forensic research and short-selling, today issued a detailed report entitled, "Insuring Against An Aggressive MLM", that outlines why we believe and estimate that shares of Aegon Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AEG#NYSE">AEG</a>, Euronext: AGN))) ("Aegon" or the "Company") face up to 25% – 50% potential long-term downside risk, or €2.99 – €4.67 ($3.14 – $4.91) per share. Download and view the report and its Full Legal Disclaimer by visiting <a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=http%3A%2F%2Fwww.sprucepointcap.com%2F&amp;esheet=54167152&amp;newsitemid=20241216940051&amp;lan=en-US&amp;anchor=www.SprucePointCap.com&amp;index=1&amp;md5=c1810bc66fa502738e831017efd150a8">www.SprucePointCap.com</a> for additional information and exclusive updates.
&#x2A;&#x2A;&#x2A;
Spruce Point Report Overview
Aegon is a global financial services company specializing in life insurance, pensions, and asset management. The Company offers a range of financial products and services for both individuals and businesses, including retirement planning, investment solutions, employee benefits, and life insurance policies. Founded in the Netherlands, Aegon operates in over 20 countries, including the United States, where it operates under the World Financial Group ("WFG") and Transamerica brands. Through its WFG brand, the Company distributes life insurance products to low and middle-income households across North America. As of the trailing 12 months ended June 30, 2024, the Company reported €18,641 million and €1,471 million of revenues and operating income, respectively.
The concerns we outline in our report include:
<ul>
<li>We believe that WFG generates a significant portion of Aegon's results and that WFG is operating an aggressive multi-level-marketing ("MLM") business that exposes Aegon to risk.
<ul>
<li>A <a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fcasetext.com%2Fcase%2Fsellers-v-world-fin-grp%23%3A%7E%3Atext%3DBrittany%2520Sellers%2520brought%2520a%2520class%2Cwith%2520the%2520California%2520Labor%2520Code&amp;esheet=54167152&amp;newsitemid=20241216940051&amp;lan=en-US&amp;anchor=recent+lawsuit&amp;index=2&amp;md5=ee5bb1b34e37659bba6182709083c449">recent lawsuit</a> alleges that WFG operates as an MLM, with <a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fcasetext.com%2Fcase%2Fyeomans-v-world-fin-grp-ins-agency-inc-1&amp;esheet=54167152&amp;newsitemid=20241216940051&amp;lan=en-US&amp;anchor=one+case&amp;index=3&amp;md5=7d529ca753aa11f6279a2c6165e779be">one case</a> going so far as to allege it is a "massive pyramid scheme". In response, WFG even recently addressed concerns about the legitimacy of its business to dispel the notion that it is a pyramid scheme on its <a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fweb.archive.org%2Fweb%2F20231119085001%2Fhttps%3A%2Fwww.worldfinancialgroup.com%2Fis-wfg-a-legitimate-business&amp;esheet=54167152&amp;newsitemid=20241216940051&amp;lan=en-US&amp;anchor=website&amp;index=4&amp;md5=d6a3e6cc6ad1439ef1efc6d6d27b232c">website</a>.</li>
<li>MLM business models are fraught with risk and frequently fail due to recruitment pressures to sustain growth and high agent turnover.</li>
<li>While MLMs are legal, pyramid schemes are not. The Federal Trade Commission ("FTC") provides warning signs to look for in identifying a pyramid scheme such as extravagant promises made by promoters about earnings potential, encouragement to buy the products, and playing on emotions or using high pressure tactics.</li>
<li>We estimate that WFG may be responsible for generating as much as 35% of Aegon America's operating income, equating to roughly 25% of Aegon's consolidated operating income. &nbsp;</li>
</ul>
</li>
<li>Our research found evidence of high-pressure tactics and failure to highlight product downside risks, which is consistent with some recent FTC complaints uncovered from a Freedom of Information Act ("FOIA") request.
<ul>
<li>FTC complaints document a range of concerns such as high-pressure tactics, higher ups getting paid bonuses to recruit, failure to highlight product downside risks, and cult-like behavior. In our research process, we sent someone through the recruitment process who was told, "our biggest product is this business opportunity here. And of course, if you take advantage of the business opportunity, the first thing you want to do is put the mask on yourself. And take advantage of the products that we have to offer."</li>
<li>Moreover, WFG is highly dependent on the sale of Index Universal Life ("IUL") policies, which we estimate are 60%-70% of its new life product sales. IULs have come under fire as controversial insurance products due to their complexity and high fees, which makes them incredibly difficult for the average person to understand. WFG recruiters used highly aggressive language by making claims about IULs such as "…Because there's a guarantee that you won't lose any money," and "…It works as an investment on steroids. You get up to 13, 14, sometimes 20, 25, 30% interest," and "I-U-L remember, I told you to write down index universal life. If you can qualify for that baby, your future is brighter than the sun. You need sunglasses to see your future because it's so bright."</li>
<li>The recruiter also provided illustrations that indicated monthly earnings potential of $4,320 through four sales per month, when in reality agents make just 0.4 sales per month and the average agent makes approximately $6,500 per year, which does not include costs. The recruiter also used emotionally charged language suggesting that they were "at war" against financial issues, while multiple Elite Circle groups for higher level agents make use of questionable military and ideological symbolism in training programs.</li>
<li>Ultimately, we believe WFG is an aggressive MLM, and we call for WFG to implement more conservative practices and better oversight of agents to dispel allegations in the market that it is a pyramid scheme. &nbsp;</li>
</ul>
</li>
<li>We believe an upstart competitor founded by one of WFG's former top producers may pose a threat to WFG's recruiting goals.
<ul>
<li>Global Financial Impact ("GFI")is a financial services platform recently founded by Eric Olson, who was at one point among WFG's top three producing agents. In roughly a year, GFI claims to have signed 26K new agents, with some being long-tenured top producers for WFG. By comparison, WFG aims to grow its agent force from ~82K today, to 110K by 2027. However, we believe GFI's early momentum may act as a major headwind to this goal.</li>
<li>In fact, the number of WFG multi-ticket agents declined on a sequential basis in Q3'24, which could be an indicator that Olson's GFI is having an impact. Moreover, website traffic data from Similarweb indicates that GFI has strong momentum year-to-date while WFG's traffic data has been declining. &nbsp;</li>
</ul>
</li>
<li>We believe Aegon's sell-side analysis do not properly account for the structural risks that exist in the Company's North American WFG business.
<ul>
<li>Furthermore, with analysts projecting just 7% upside to consensus price targets, we do not believe there is a favorable risk / reward in owning shares given elevated regulatory risks for MLMs and growing competitive forces. Based on our sum-of-parts potential valuation, we estimate a long-term share price range of approximately €2.99 – €4.67 ($3.14 – $4.91) per share (25% – 50% downside risk).</li>
<li>We expect Aegon to underperform the insurance sector along with the broader equity market.</li>
</ul>
</li>
</ul>

Government

Regulations

Short Sellers

Spruce Point Raises Concerns Over Aegon's MLM Practices Amid Regulatory Risks

Deutsche Bank analyst Emmanuel Papadakis lowered the firm's price target on Galapagos (GLPG) to EUR 28 from EUR 30 and keeps a Hold rating on the s...

Galapagos price target lowered to EUR 28 from EUR 30 at Deutsche Bank

Analysts have been eager to weigh in on the Healthcare sector with new ratings on Haleon PLC Sponsored ADR (HLN – Research Report), Insmed (INSM – ...

Analysts' Opinions Are Mixed on These Healthcare Stocks: Haleon PLC Sponsored ADR (HLN), Insmed (INSM) and Galapagos (GLPG)

Galapagos (GLPG) announced that it will present new data from its CAR T- and TCR T-cell therapy pipeline at the 66th American Society of Hematology...

Galapagos to present data on CAR T-cell therapy candidates GLPG5101 and GLPG5201

Kepler Cheuvreux analyst Christophe Dombu downgraded Galapagos (GLPG) to Reduce from Hold with a price target of EUR 23.50, down from EUR 41. The c...

Galapagos downgraded to Reduce from Hold at Kepler Cheuvreux

In a report released today, Judah Frommer from Morgan Stanley maintained a Hold rating on Galapagos (GLPG – Research Report), with a price target o...

Morgan Stanley Remains a Hold on Galapagos (GLPG)

Morgan Stanley analyst Judah Frommer maintained a Hold rating on Galapagos (GLPG – Research Report) today and set a price target of $31.00. The com...

Galapagos (GLPG) Receives a Hold from Morgan Stanley

Galapagos (GLPG) has released an update. Galapagos has announced promising results from its Phase 1/2 study of the CD19 CAR T-cell therapy, GLPG510...

Galapagos Reports Promising CAR T-Cell Therapy Results

Leerink Partners analyst Faisal Khurshid has maintained their neutral stance on GLPG stock, giving a Hold rating on December 2. Faisal Khurshid's r...

Cautious Hold Rating for Galapagos: Unproven Efficacy and Logistical Concerns in CD19 CAR-T Programs

Kepler Capital analyst Christophe dombu maintained a Sell rating on Galapagos (0JXZ – Research Report) on December 9 and set a price target of €23....

Kepler Capital  Remains a Sell on Galapagos (0JXZ)

Galapagos Struggles To Carve A Path In A Crowded CAR-T Therapy Market

INSM

Press Releases

Galapagos receives transparency notification from FMR LLC

Galapagos announces FDA clearance of IND application for Phase 1/2 ATALANTA-1 study of CD19 CAR-T, GLPG5101, in relapsed/refractory non-Hodgkin lymphoma

Galapagos receives transparency notification from EcoR1 Capital

Excellos Selected as Decentralized Manufacturing Unit to Support Galapagos' CAR-T Cell Therapy Clinical Study Close to Cancer Treatment Centers in the San Diego Area

Galapagos welcomes Oleg Nodelman to its Board of Directors to support strategic growth

Galapagos Reports Third Quarter 2024 Financial Results and Provides Business Update

Galapagos to Present Results of Pioneering Innovation in Cancer Cell Therapy at ASH 2024

Galapagos Announces Encouraging New Results from Ongoing Phase 1/2 Study of CD19 CAR T-Cell Therapy, GLPG5101, in Patients with Relapsed/Refractory Non-Hodgkin Lymphoma

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Agios Pharmaceuticals

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Arcutis Biotherapeutics, Inc. - Common stock

Arcutis Biotherapeutics

BioCryst Pharmaceuticals, Inc. - Common Stock

BioCryst Pharma

Beam Therapeutics

CG Oncology

Celldex Therapeutics, Inc. - Common Stock

Celldex Therapeutics

Centessa Pharmaceuticals plc - American Depositary Shares

Centessa Pharmaceuticals

Dynavax Technologies Corporation - Common Stock

Dynavax Technologies

ImmunityBio

IDEAYA Biosciences

Immunocore Holdings plc - American Depositary Shares

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Mirum Pharmaceuticals

MannKind

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NewAmsterdam Pharma

Nurix Therapeutics

Novavax

Arcus Biosciences

Soleno Therapeutics

Spyre Therapeutics

Travere Therapeutics, Inc. - Common Stock

Travere Therapeutics

Viridian Therapeutics, Inc. - Common Stock

Viridian Therapeutics

Xencor

RBC Capital

Leerink Partners

Morgan Stanley

B of A Securities

뱅크 오브 아메리카 증권(BofA)은 유럽 제약회사 갈라파고스 NV(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GLPG#NASDAQ">GLPG</a>)을 하향 조정하며, <a href="https://www.benzinga.com/general/biotech/24/01/36474918/european-drugmaker-galapagos-collaborates-with-biotech-bridgene-biosciences-to-develop-cancer-tre" target="_blank" rel="noreferrer noopener">단기적인 촉매제 부족</a>에 대해 언급했다.
갈라파고스의 기업 가치는 지속적으로 낮은 15억 ~ 20억 달러 사이에서 유지되고 있으며, 이에 대해 애널리스트들은 즉각적이거나 중기적인 해결책을 기대하지 않고 있다.
게다가 이 회사의 주요 프로그램은 차별화가 불분명하고 성장을 촉진할 중요한 촉매제가 부족한 혼잡한 시장에 진출하고 있다.
갈라파고스의 주요 암 파이프라인이 시장에 도달하려면 3 ~ 4년이 소요되며, 이에 따라를 현금이 고갈되고 극도로 경쟁이 치열한 시장에 서는 불투명한 입장에 놓인다.
또한, 갈라파고스는 초기단계 자산을 인수하는 데 중점을 두고 있으므로, 이는 투자자들의 위험을 증가시켜 주식 가격의 하락을 야기할 수 있다.
뱅크 오브 아메리카 증권의 ‘중립적&#8217; 평가에서 ‘언더퍼폼&#8217;으로 조정된 이유는 주식이 계속해서 동료 기업들에 비해 가치의 함정이 될 수 있고, 동료들에 비해 하향평가 받을 수 있음을 우려하는 것이다. 이 애널리스트는 <a href="https://www.benzinga.com/quote/GLPG/analyst-ratings" target="_blank" rel="noreferrer noopener">41달러에서 31달러로 목표 주가를</a> 낮췄다.
현재 갈라파고스는 골수암 치료용 자가세포 치료 (CAR-T)의 조기 임상시험을 3건 진행 중이다.
갈라파고스의 CAR-T의 독특한 판매점은 다음과 같은 잠재적 구분자를 바탕으로 한다:
<ul>
<li>속도: 갈라파고스는 7일 이내 생산을 목표로 하고 있는데, 이는 대부분의 경쟁 프로그램이 보이는 일반적인 30일 프레임워크보다 빠르다. 그러나 길리어드 사이언스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GILD#NASDAQ">GILD</a>)와 같은 경쟁사들도 이 시간 프레임을 단축하기 위한 노력을 하고 있으며, 림프종 프로그램에서 14일 동안 생산을 하고 있는 데 성공했다. 이를 통해 치료 효과도 더 높아졌다.</li>
<li>공급: 갈라파고스는 일부 현재의 생산 병목 현상을 제거할 수 있는 자동화 생산 모델을 개발했다. 그러나 주요 시장들에서 (5위로) 뒤늦게 들어왔다는 점에는 리스크가 따르며, 그 결과로 경쟁사들이 갈라파고스가 시장에 진입하기 전에 이러한 공급 문제에 대응할 수 있다.</li>
</ul>
따라서 BofA는 갈라파고스의 CAR-T 후보군에 대해 더 작은 상업적 기회를 보고 있으며, 2028년 이후에는 매출 예측도 15-25% 낮추었다.
주가 움직임: GLPG 주식은 월요일 0.87% 상승한 32.48달러에 마감되었다.
이미지: 셔터스톡

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