GalapagosGLPG
GLPG
About: Galapagos NV is a fully integrated biotechnology company with operations in Europe and the United States, dedicated to developing medicines focusing on oncology and immunology. The group focuses on unmet medical needs, it synergizes compelling science, technology, and collaborative approaches to create a deep pipeline of medicines. Its clinical pipeline includes: GLPG5101, a CD19 CAR-T product candidate decentralized manufactured, currently in Phase 1/2 in rrNHL; GLPG5301, a BCMA CAR-T product candidate decentralized manufactured, currently in Phase 1 in rrMM; and GLPG3667, a TYK2 inhibitor currently in Phase 2 clinical trial in DM and SLE. It derives maximum revenue from the United States of America.
Employees: 704
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
1% more funds holding
Funds holding: 81 [Q4 2024] → 82 (+1) [Q1 2025]
6% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 16
0.01% less ownership
Funds ownership: 47.16% [Q4 2024] → 47.15% (-0.01%) [Q1 2025]
9% less capital invested
Capital invested by funds: $857M [Q4 2024] → $780M (-$76.7M) [Q1 2025]
20% less funds holding in top 10
Funds holding in top 10: 5 [Q4 2024] → 4 (-1) [Q1 2025]
26% less call options, than puts
Call options by funds: $6.42M | Put options by funds: $8.68M
27% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 30
Research analyst outlook
We haven’t received any recent analyst ratings for GLPG.
Financial journalist opinion
Neutral
GlobeNewsWire
3 days ago
Galapagos to Present New ATALANTA-1 CAR-T Data at EHA 2025, Highlighting Low Toxicity and Rapid, Decentralized Delivery of Fresh, Early-Memory-Enriched GLPG5101 in R/R NHL
Data reported from the ongoing ATALANTA-1 Phase 1/2 study in a heavily pretreated relapsed refractory non-Hodgkin's Lymphoma (R/R NHL) patient population demonstrate low rates of high-grade toxicities
Neutral
GlobeNewsWire
2 weeks ago
Galapagos Creates New Subscription Right Plan
Mechelen, Belgium; May 27, 2025, 22:30 CET; regulated information – Galapagos NV (Euronext & NASDAQ: GLPG) announced today that its Board of Directors created 925,000 subscription rights under a new subscription right plan.
Neutral
GlobeNewsWire
1 month ago
Galapagos Announces Strategic Update on Proposed Separation, Executive Leadership Transition and Board Changes
Galapagos to re-evaluate the implementation of the previously announced separation following regulatory and market developments
Positive
Seeking Alpha
1 month ago
Galapagos: Targeting High Unmet Medical Need Of MCL Focus With GLPG5101
Galapagos NV released positive data from the phase 1/2 ATALANTA-1 study using GLPG5101 for the treatment of patients with relapsed/refractory Mantle Cell Lymphoma; 100% ORR/CR was achieved in 8 patients. Updated data from the relapsed/refractory Mantle Cell Lymphoma cohort from the phase 1/2 ATALANTA-1 study is to be presented at a medical conference presentation 2nd half of 2025. The global MCL market is expected to reach $5.77 billion by the end of 2034; Between 15% to 20% of MCL patients who receive front-line therapy progress within 2 years.
Neutral
Seeking Alpha
1 month ago
Galapagos NV (GLPG) Q1 2025 Earnings Call Transcript
Galapagos NV (NASDAQ:GLPG ) Q1 2025 Earnings Conference Call April 24, 2025 8:00 AM ET Company Participants Paul Stoffels - Chair, Chief Executive Officer Thad Huston - Chief Operating, Chief Financial Officer John Mellors - Head of Cell Therapy Discovery WulfBöcher - Head of Immunology Omotayo Fasan - Clinical Program Head, Oncology Valeria Cnossen - Executive and General Counsel Glenn Schulman - Head of Investor Relations Conference Call Participants Brian Abrahams - RBC Capital Markets Phil Nadeau - TD Cowan Sebastiaan van der Schoot - Van Lanschot Kempen Manos Mastorakis - Deutsche Bank Faisal Khurshid - Leerink Partners Judah Frommer - Morgan Stanley Jacob Mekhael - KBC Securities Chi Fong - Bank of America David Seynnaeve - DegroofPetercam Operator Good day! And thank you for standing by.
Neutral
GlobeNewsWire
1 month ago
Galapagos Reports First Quarter 2025 Financial Results, Recent Business Highlights and Near-Term Catalysts
First U.S. patient dosed in ATALANTA-1 study of GLPG5101 Mantle cell lymphoma (MCL), a high-unmet-need hematological malignancy, selected as lead indication for the GLPG5101 program; Pivotal development planned to start in 2026 and aiming for approval in 2028 Executive leadership changes with Dr. Paul Stoffels retiring as CEO upon appointment of his successor while continuing as Chair of the Board, Thad Huston departing as CFO/COO on August 1, 2025, and Henry Gosebruch appointed Founding CEO of Galapagos subsidiary SpinCo €3.3 billion in cash and financial investments as of March 31, 2025; Normalized annual cash burn guidance, excluding restructuring costs, in the range of €175 million - €225 million reaffirmed Management to host conference call and webcast tomorrow, April 24, 2025, at 14:00 CET / 08:00 EDT Mechelen, Belgium; April 23, 2025, 22:01 CET; regulated information – Galapagos NV (Euronext & Nasdaq: GLPG), a global biotechnology company dedicated to transforming patient outcomes through life-changing science and innovation, today reported its financial and operational results for the first quarter of 2025. “We are making progress toward the planned separation announced early this year, positioning Galapagos to be a leader in cell therapy, focused on addressing the high unmet needs of patients with hematologic malignancies with our potential best-in-class cell therapies,” said Paul Stoffels1, MD, CEO and Chair of the Board of Directors of Galapagos.
Neutral
GlobeNewsWire
2 months ago
Galapagos Announces Departure of Thad Huston, CFO and COO, as of August 1, 2025
Mechelen, Belgium; April 15, 2025, 07:30 CET; regulated information – inside information – Galapagos NV (Euronext & NASDAQ: GLPG), a global biotechnology company dedicated to transforming patient outcomes through life-changing science and innovation, today announced the departure of its CFO and COO, Thad Huston, effective as of August 1, 2025. Mr. Huston has decided to leave the company and return to the U.S. for personal and professional reasons. Mr. Huston joined Galapagos NV in 2023 from Kite Pharma, Inc., to support Galapagos' transformation into a cell therapy company. The company expects to announce Mr. Huston's successor in the coming months. Paul Stoffels1, MD, CEO and Chair of the Board of Directors of Galapagos, said “Over the past two years, Thad has worked on the transformation of Galapagos into a focused cell therapy business leveraging our unique decentralized cell therapy platform to deliver fresh, stem-like early memory CAR-T therapy with a vein-to-vein time of seven days. Thad will remain with the company until August 1, 2025 to ensure a smooth handover of responsibilities. We thank Thad for his contributions and wish him the best as he pursues other opportunities.”
Neutral
GlobeNewsWire
2 months ago
Galapagos Publishes 2024 Annual Report and Announces Annual Shareholders' Meeting
Mechelen, Belgium; March 27, 2025, 21:01 CET; regulated information – Galapagos NV (Euronext & NASDAQ: GLPG) today publishes its annual report for the financial year 2024 and announces its Annual Shareholders' Meeting (AGM) to be held on Tuesday, April 29, 2025 at 14:00 CET at the registered office of the Company.
Neutral
GlobeNewsWire
3 months ago
Galapagos to Present at Upcoming Investor Conferences
Mechelen, Belgium; February 24, 2025, 22:01 CET – Galapagos NV (Euronext & NASDAQ: GLPG), a global biotechnology company dedicated to transforming patient outcomes through life-changing science and innovation, today announced that its management will present at the following investor conferences in March: TD Cowen 45 th Annual Healthcare Conference Date: Tuesday, March 4, 2025Location: Boston, MACorporate Presentation: 1:50 - 2:20 PM ET / 7:50 - 8:20 PM CETLive Webcast Link: Here Barclays 27 th Annual Global Healthcare Conference Date: Wednesday, March 12, 2025Location: Miami, FLCorporate Presentation: 11:00 - 11:25 AM ET / 5:00 - 5:25 PM CETLive Webcast Link: Here A live webcast of the presentations can also be accessed on the Investors page of the Company's website at www.glpg.com/investors. Replays of the webcasts will be available following the completion of the event and will be archived for up to 90 days. About Galapagos We are a biotechnology company with operations in Europe and the U.S. dedicated to transforming patient outcomes through life-changing science and innovation for more years of life and quality of life. Focusing on high unmet medical needs, we synergize compelling science, technology, and collaborative approaches to create a deep pipeline of best-in-class medicines. With capabilities from lab to patient, including a decentralized cell therapy manufacturing platform, we are committed to challenging the status quo and delivering results for our patients, employees, and shareholders. Our goal is not just to meet current medical needs but to anticipate and shape the future of healthcare, ensuring that our innovations reach those who need them most. For additional information, please visit www.glpg.com or follow us on LinkedIn or X. For further information, please contact:
Positive
Seeking Alpha
3 months ago
Disount To Net Cash For A Promising CAR-T Company
Galapagos NV announced a strategic split with Gilead Sciences, creating 'New Galapagos' and 'SpinCo', aiming to unlock shareholder value and reduce staffing by 40%. 'New Galapagos' will focus on cell therapies and small molecules, while 'SpinCo' will target oncology, immunology, and virology with €2.45 billion in capital. Despite an 18% share decline post-announcement, the split offers deep value and potential catalysts, though risks include governance concerns, competitive CAR-T space, and executional challenges.
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