Added to YB: 2025-04-04
Pitch date: 2025-02-15
GLPG [bullish]
Galapagos NV
+18.29%
current return
Author Info
No bio for this author
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Company Info
Galapagos NV, a biotechnology company, develops medicines focusing on oncology and immunology primarily in the United States and Europe.
Market Cap
EUR 1.8B
Pitch Price
EUR 26.79
Price Target
33.00 (+4%)
Dividend
N/A
EV/EBITDA
4.56
P/E
-4.05
EV/Sales
-4.33
Sector
Biotechnology
Category
special_situation
Show full summary:
GALAPAGOS NV - $GLPG
GLPG: Spin-off creates $2.5B SpinCo for acquisitions & $250M ParentCo for cell therapy. 30% upside potential. Activist Kevin Tang (7.5% stake) pushes for value. Gilead partnership. Risks: execution, cash burn. Catalysts: mid-2025 spin-off, acquisitions. Non-cyclical, asymmetric opportunity.
Read full article (4 min)