Galapagos Presents New GLPG5101 Data with 100% Response Rate in MCL Patients
- Significant Response Rate: In the ATALANTA-1 study, 25 MCL patients treated with GLPG5101 achieved a 100% objective response rate, with 96% attaining complete responses, highlighting the therapy's efficacy and potential market appeal in high-risk populations.
- Rapid Treatment Cycle: The vein-to-vein time for GLPG5101 is only seven days, resulting in a low dropout rate of 4% and eliminating the need for bridging therapy, thereby increasing access to CAR T-cell therapy for more patients and enhancing treatment accessibility.
- Good Safety Profile: Among the 24 treated patients, no Grade ≥ 3 cytokine release syndrome (CRS) was observed, and only one case of Grade ≥ 3 neurological adverse event occurred, indicating that GLPG5101 has a favorable safety profile, which may boost patient confidence in treatment.
- Strategic Transformation: Galapagos intends to wind down its cell therapy activities while continuing clinical studies and considering acquisition proposals, demonstrating the company's ongoing focus on its core business during this transformation phase.
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- Acquisition Announcement: Vistra Corp has announced the acquisition of Cogentrix Energy for approximately $4.7 billion, which will significantly enhance its competitive position in the energy market and expand its renewable energy portfolio.
- Market Reaction: Following the acquisition news, Vistra's stock rose by 4.13%, reflecting investor optimism regarding the company's future growth potential and further solidifying its position in the energy sector.
- Strategic Implications: This acquisition will not only increase Vistra's asset base but also enhance operational efficiency and market share through the integration of Cogentrix's resources and technologies, driving long-term profitability.
- Industry Outlook: Against the backdrop of global energy transition, Vistra's acquisition strategy indicates a commitment to sustainability, which is expected to attract more investor interest in its clean energy initiatives.
- Sales Guidance Upgrade: Microchip Technology Inc expects third-quarter fiscal 2026 net sales of approximately $1.185 billion, exceeding its prior guidance range of $1.109 billion to $1.149 billion, indicating strong growth potential amid robust market demand.
- Positive Stock Reaction: In after-hours trading, Microchip's shares rose 3.2% to $69.20, reflecting investor optimism regarding the company's improved performance, which may further enhance market interest in its stock.
- Enhanced Market Competitiveness: With the sales guidance upgrade, Microchip solidifies its competitive position in the semiconductor industry, particularly in rapidly evolving technology sectors, attracting more investor attention.
- Upcoming Earnings Report: The company is set to release its earnings report after market close, with analysts expecting earnings of $1.04 per share and revenue of $761.13 million, providing investors with an opportunity to further assess the company's financial health.

- Clinical Trial Success: GLPG3667 demonstrated a statistically significant improvement in the Total Improvement Score (TIS) at a 150mg dose in the dermatomyositis study, achieving a p-value of 0.0848, which positions the drug as a promising new treatment option.
- Favorable Safety Profile: Throughout the 24-week treatment period, GLPG3667 exhibited a safety and tolerability profile consistent with previous studies, enhancing its competitive edge in the market.
- Strategic Evaluation: Galapagos is exploring all strategic alternatives, including resuming partnership discussions to accelerate the development of GLPG3667 in dermatomyositis and other autoimmune diseases, indicating the company's commitment to this drug.
- Future Outlook: The company plans to present data at an upcoming medical conference, further advancing the clinical development of GLPG3667 to meet the urgent market demand for effective treatments.

- Clinical Trial Success: GLPG3667 achieved a statistically significant improvement in the Total Improvement Score (TIS) in the GALARISSO study for dermatomyositis at a 150mg dose (p=0.0848), establishing its potential as a new treatment option.
- Favorable Safety Profile: Throughout the 24-week treatment period, GLPG3667 demonstrated a safety and tolerability profile consistent with previous studies, which may enhance its competitive positioning in the market.
- Strategic Evaluation: Galapagos is exploring all strategic alternatives, including resuming partnership discussions to accelerate the development of GLPG3667 in dermatomyositis and other severe autoimmune diseases, indicating the company's commitment to this drug.
- Future Outlook: The company plans to present data at an upcoming medical conference, aiming to further analyze the long-term effects of GLPG3667, potentially providing more treatment options for patients.

Phase 3 Study Results: Galapagos NV's selective TYK2 inhibitor, GLPG3667, successfully met its primary endpoint in a phase 3-enabling study for dermatomyositis, showing significant clinical benefits compared to placebo.
Lupus Study Outcome: A second phase 3-enabling study of GLPG3667 for lupus did not meet its primary endpoint, prompting the company to explore strategic options for further development.
Future Plans: The company plans to resume partnering discussions to accelerate the development of GLPG3667 for dermatomyositis following the positive results from the GALARISSO study.
Market Reaction: Following the announcement, Galapagos shares experienced a decline of approximately 3.6% in after-hours trading.
Current Stock Performance: Galapagos NV (GLPG) shares have recently surpassed the average analyst 12-month target price of $32.50, trading at $32.57 per share.
Analyst Reactions: Analysts may respond to the stock reaching the target price by either downgrading their valuation or raising their target price, depending on the company's fundamental developments.
Diverse Analyst Targets: Within the Zacks coverage universe, analyst targets for GLPG vary significantly, with one as low as $22.00 and another as high as $40.50, indicating a standard deviation of $7.921.
Investor Considerations: The crossing of the average target price signals investors to evaluate whether the stock is on track for higher targets or if it has become overvalued, prompting potential profit-taking.








