Galapagos NV (GLPG) Q4 2025 Earnings Call Transcript
Galapagos now presents a deep value opportunity, underpinned by a €3B cash reserve and a decisive shift to capital allocation discipline. GLPG's restructuring—discontinuing cell therapy, slashing headcount, and targeting cash flow neutrality by YE2026—positions it as a streamlined M&A platform. Management's M&A-focused pedigree, led by ex-AbbVie dealmakers, signals a pivot from pipeline reliance to transformative business development using its cash war chest.
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.
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.
Galapagos NV (NASDAQ:GLPG ) Q4 2024 Earnings Conference Call February 13, 2025 8:00 AM ET Company Participants Sri Ramaswami - Senior Vice President and Global Head of Corporate Affairs & Investor Relations Paul Stoffels - Chair of the Board & Chief Executive Officer Thad Huston - Chief Financial Officer & Chief Operating Officer Valeria Cnossen - General Counsel Jeevan Shetty - Head of Clinical Development Oncology John Mellors - Head of Cell Therapy Discovery & Early Development Conference Call Participants Xian Deng - UBS Phil Nadeau - TD Cowen Brian Abrahams - RBC Capital Markets Faisal Khurshid - Leerink Partners Judah Frommer - Morgan Stanley Sean McCutcheon - Raymond James Jacob Mekhael - KBC Securities Sebastiaan Van der Schoot - Van Lanschot Kempen Operator Good day and thank you for standing by. Welcome to the Galapagos Full Year 2024 Financial Results and Business Update Conference Call.
Galapagos (GLPG) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.
Galapagos NV (NASDAQ:GLPG ) Q3 2024 Earnings Conference Call October 31, 2024 9:00 AM ET Company Participants Sofie Van Gijsel - Head of IR Paul Stoffels - Chair of the Board & CEO Thad Huston - CFO & COO Jeevan Shetty - Head of Development Oncology Wulf Bocher - Head Immunology Therapeutic Area Conference Call Participants Xian Deng - UBS Judah Frommer - Morgan Stanley Alexander Kelly - TD Cowen Shan Hama - Jefferies Nevin Varghese - RBC Capital Markets Jacob Mekhael - KBC Securities Faisal Khurshid - Leerink Partners Sebastiaan Van der Schoot - VLK Operator Good day, and thank you for standing by. Welcome to the Galapagos Q3 2024 Financial Results Audio Webcast.
Galapagos (GLPG) rises in pre-market hours on Aug 23, after the FDA nod to begin early to mid-stage study of GLPG5101 for non-Hodgkin lymphoma patients.
Galapagos NV (NASDAQ:GLPG ) Q2 2024 Earnings Conference Call August 2, 2024 8:00 AM ET Company Participants Sofie Van Gijsel - Head of Investor Relations Paul Stoffels - Chair of the Board and Chief Executive Officer Thad Huston - Chief Financial Officer and Chief Operating Officer Jeevan Shetty - Head of Development Oncology Conference Call Participants Brian Abrahams - RBC Capital Markets Philip Nadeau - TD Cowen Judah Frommer - Morgan Stanley Jason Gerberry - Bank of America Sean McCutcheon - Raymond James Jacob Mekhael - KBC Securities Operator Good day and thank you for standing by. Welcome to the Galapagos First Half 2024 Financial Results Conference Call.