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Jefferies upgrades UCB to 'hold' and raises price target to €220
Jefferies raises UCB from 'underweight' to 'hold' and lifts the price target from €212 to €220, saying the share-price decline after the H1 results already prices in risks for Bimzelx. Bimzelx missed adjusted expectations and remains under pricing pressure, while Briviact and Cimzia support group growth. Jefferies increased revenue and EBITDA estimates for 2026/2027 but models lower peak sales for Bimzelx than the consensus and gives an upside target of €340 and a downside target of €138. Short-term upside depends on prescribing trends, with downside risks from upcoming competitive studies in immunology. » Altro su de.investing.com
UCB share falls after H1 numbers amid doubts over earnings quality
UCB reported H1 2026 revenue of €4.27bn and adjusted EBITDA of €1.74bn, both above consensus, yet the stock lost 8.1%. The strong EBITDA was largely supported by a one‑off gross‑to‑net adjustment, raising doubts about the sustainability of profitability. Management comments pointed to volume‑driven growth of Bimzelx and pressure on net prices in the US; Briviact loses exclusivity in the US and faces expiry of the EU patent in August 2026. Declining net revenues from Cimzia have heightened concerns about earnings quality and prompted profit‑taking. » Altro su de.investing.com
UCB to acquire Candid Therapeutics for up to $2.2 billion
UCB has announced the signing of a definitive agreement to acquire Candid Therapeutics: $2 billion payable up front plus up to $200 million in milestones. Candid’s lead candidate, cizutamig, is a bispecific antibody targeting BCMA and CD3 in multiple phase‑1 studies for multiple myeloma and autoimmune diseases and is not yet approved. The deal is expected to close by the end of Q2 or early Q3 2026, subject to antitrust approvals. Lazard is advising UCB; Jefferies and Goldman Sachs are advising Candid. UCB has a market capitalization of $4.01 billion and reported revenue of €7.7 billion in 2025. » Altro su de.investing.com
Dividendi storici Dividendi
Tutte le metriche sui dividendi Tutte le metricheDati finanziari dell'azienda
| (EUR) | giu 2026 | |
|---|---|---|
| Ricavi | 4,26Mld | - |
| Utile lordo | 3,18Mld | - |
| Utile netto | 1,11Mld | - |
| EBITDA | 1,73Mld | - |
Dati fondamentali
| Metrica | Valore |
|---|---|
Capitalizzazione di mercato | 43,68Mld€ |
Numero di azioni | 190,36M |
Massimo/minimo a 52 settimane | 296,48€ - 193,70€ |
Rendimento da dividendo | 0,66% |
Dividendi TTM | 1,45€ |
Beta | 0,2 |
Rapporto P/E | 19,17 |
Rapporto PEG | 0,29 |
Rapporto P/B | 3,61 |
Rapporto P/S | 4,95 |
Profilo aziendale
UCB SA, ein biopharmazeutisches Unternehmen, entwickelt Produkte und Lösungen für Menschen mit neurologischen und immunologischen Erkrankungen. Zu den wichtigsten Produkten des Unternehmens gehören Cimzia für entzündliche TNF-vermittelte Erkrankungen sowie Morbus Bechterew, axiale Spondyloarthritis, Morbus Crohn, nicht-radiografische axiale Spondyloarthritis, Plaque-Psoriasis, psoriatische Arthritis und rheumatoide Arthritis; Vimpat, Keppra und Briviact zur Behandlung von Epilepsie; Neupro zur Behandlung der Parkinson-Krankheit und des Syndroms der unruhigen Beine; Nayzilam, ein Nasenspray zur Behandlung von Epilepsie-Anfallskonzentrationen; sowie Zyrtec und Xyzal zur Behandlung von Allergien. Darüber hinaus bietet das Unternehmen Evenity zur Behandlung von Osteoporose bei postmenopausalen Frauen, BIMZELX zur Behandlung von Psoriasis, psoriatischer Arthritis, axialer Spondyloarthritis und Hidradenitis suppurativa sowie Dapirolizumab Pegol zur Behandlung von systemischem Lupus erythematodes an. Darüber hinaus ist das Unternehmen an der Entwicklung von Rozanolixizumab zur Behandlung von Myasthenia gravis, Immunthrombozytopenie und chronisch entzündlicher demyelinisierender Polyneuropathie beteiligt; Zilucoplan zur Behandlung von Myasthenia gravis und immunvermittelter nekrotisierender Myopathie; Staccato Alprazolam zur Behandlung von tereotypischen verlängerten Anfällen; Bepranemab zur Behandlung der Alzheimer-Krankheit und UCB0599 zur Behandlung der Parkinson-Krankheit. Darüber hinaus ist das Unternehmen im Bereich der Auftragsherstellung tätig. UCB SA hat Kooperationsvereinbarungen mit Amgen, Biogen, Roche/Genentech, Novartis, Otsuka und doc.ai. Das Unternehmen ist in den Vereinigten Staaten, Japan, Deutschland, dem übrigen Europa, Spanien, Frankreich, Italien, dem Vereinigten Königreich, Irland, China, Belgien und international tätig. Das Unternehmen wurde 1925 gegründet und hat seinen Hauptsitz in Brüssel, Belgien.
| Nome | UCB |
| CEO | Jean-Christophe Tellier |
| Sede centrale | Brussels,
bu Belgio |
| Sito web | |
| Settore | Sanità |
| Industria | Prodotti farmaceutici |
| Quotazione in borsa | 04/01/2000 |
| Dipendenti | 10.117 |
Deep Dive
Simboli di borsa
| Borsa | Simbolo |
|---|---|
Pnk | UCBJF |
Euronext | UCB.BR |
Brussels Stock Exchange | UCB.BR |
Frankfurt | UNC.F |
Düsseldorf | UNC.DU |
London | 0NZT.L |
SIX | UCB.SW |
München | UNC.MU |
Wien | UCB.VI |
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