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Major Investor Says Galapagos Is 'Undervalued,' Plans To Push On Company's 'Performance' And 'Strategic Opportunities'

Major Investor Says Galapagos Is 'Undervalued,' Plans To Push On Company's 'Performance' And 'Strategic Opportunities'

主要投资者表示,galapagos被低估了,计划推动公司的业绩和战略机遇。
Benzinga ·  08/26 12:38

Galapagos NV (NASDAQ:GLPG) stock is trading higher on Monday as Ecor1 Capital reported a 9.9% stake in the European biotech firm in a 13D filing.

Galapagos NV (纳斯达克:GLPG)股票周一交投上涨,因Ecor1 Capital在13D申报中报告了对该欧洲生物技术公司9.9%的持股。

EcoR1 Capital is now planning to talk to the Belgian biotech about its performance, business, operations, strategic opportunities, and governance, including Board composition.

EcoR1 Capital现在计划与比利时生物技术公司讨论其业绩、业务、运营、战略机遇和治理,包括董事会组成。

By June 2023, the biotech-focused investment fund had accumulated a 9.87% stake in the company.

到2023年6月,这家生物技术投资基金已经累积了公司9.87%的持股。

Also Read: Galapagos Downgraded, Pharma Firm Faces Uphill Battle With Slow Pipeline Progress: Analyst.

另请参阅:Galapagos股票遭到下调,生物制药公司面临缓慢管线进展的艰难战斗:分析师。

The SEC filing provides details of how EcoR1 views Galapagos and how it plans to use its stake to try to shape the direction of the biotech, with the investor stating that the company's shares are "deeply undervalued and represent an attractive investment opportunity."

SEC的文件详细介绍了EcoR1是如何看待Galapagos的以及它计划如何利用其持股来塑造该生物技术公司的发展方向,投资者表示公司股票“被严重低估并且代表着一个有吸引力的投资机会”。

Galapagos' share price has fallen more than 25% over the past year, but the stock has performed even worse over a longer period.

Galapagos的股价在过去一年中下跌了超过25%,但股票的表现在更长的时间段内甚至更糟。

Galapagos, once seen as one of Europe's leading drug innovators, has struggled in recent years due to R&D failures, regulatory challenges, and ineffective partnerships, Stat News noted.

Galapagos曾被视为欧洲领先的药物创新者之一,但由于研发失败、监管挑战和无效的合作伙伴关系,近年来一直备受挣扎,Stat News指出。

In 2022, Paul Stoffels, a renowned drug developer and former Johnson & Johnson executive, returned from a brief retirement to become the company's CEO.

在2022年,著名的药物开发者、前强生公司高管Paul Stoffels先生从短暂的退休中返回,成为该公司的首席执行官。

Stoffels vowed to revamp Galapagos' R&D, focusing on CAR-T cancer therapies, but the report adds that progress has been sluggish and underwhelming in Wall Street's eyes.

斯托菲尔斯承诺改革galapagos的研发工作,重点放在CAR-T抗癌疗法上,但报告指出,在华尔街看来,进展缓慢,令人失望。

According to data from Benzinga Pro, the company's enterprise value is negative $2.1 billion, indicating that its cash reserves outweigh the value of its assets, including its drug pipeline.

根据Benzinga Pro的数据,该公司的企业价值为负2100万美元,表明其现金储备超过了其资产价值,包括其药物流水线。

Most recently, the FDA cleared Galapagos' Investigational New Drug application for ATALANTA-1 Phase 1/2 multicenter study evaluating the feasibility, safety, and efficacy of GLPG5101 in patients with relapsed/refractory non-Hodgkin lymphoma.

最近,FDA批准了Galapagos的ATALANTA-1阶段1/2多中心研究的新药申请,评估GLPG5101在复发/难治性非霍奇金淋巴瘤患者中的可行性、安全性和疗效。

Price Action: GLPG stock is up 10.4% at $28.59 at last check Monday.

价格走势:GLPG股票最近检查周一上涨10.4%,至28.59美元。

Illustration of Phrama lab worker created with MidJourney.

药厂实验室工作者插图,由MidJourney创建。

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