Galapagos: Crohn’s 10w data out, deal should be next
BUY, Fair Value EUR52 (+16%)
Genmab: Genmab receives a USD45m milestone payment from JNJ
BUY, Fair Value DKK1100 (+31%)
Galapagos : We should have a gift under the tree
Buy, FV EUR52
Engie: Positive news from Belgium?
BUY, Fair Value EUR21 (+30%)
Sage Group: Updating our model - still a medium-term play
NEUTRAL, Fair Value 540p vs. 520p (0%)
Campari: This has gone too high
SELL vs. NEUTRAL, Fair Value EUR7,1 (-11%)
Luxottica: LensCrafters will open 500 licensed stores at Macy’s over the next years
BUY, Fair Value EUR64 (0%)