Lakefront Biotherapeutics NV

Informe acción NasdaqGS:LKFT

Capitalización de mercado: US$1.8b

Lakefront Biotherapeutics Crecimiento futuro

Future controles de criterios 0/6

Se prevé que los ingresos y los beneficios de Lakefront Biotherapeutics disminuyan a un ritmo anual de 73.6% y 43.1% respectivamente. Se espera que el BPA disminuya en un 61.6% al año. Se prevé que la rentabilidad financiera sea de -16.5% en 3 años.

Información clave

-43.1%

Tasa de crecimiento de los beneficios

-61.59%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Biotechs25.2%
Tasa de crecimiento de los ingresos-73.6%
Rentabilidad financiera futura-16.51%
Cobertura de analistas

Good

Última actualización20 May 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Seeking Alpha • Feb 26

Galapagos FY25: Profits Not Built On Product

Summary Galapagos NV (GLPG) reported FY25 GAAP EPS of €4.87 and €1.11B revenue, driven by one-time accounting from Gilead collaboration amendments. GLPG’s profitability is structurally accounting-driven, not reflective of recurring operational strength; underlying business is shrinking with cell therapy exit and pipeline narrowing to TYK2. Management guides for 2026 cash-flow neutrality, €2.78–2.88B year-end cash, and a shift toward business development and capital allocation over internal R&D. GLPG trades at a negative enterprise value, with investors valuing only its cash pile and deeply discounting future execution and strategic repositioning. Read the full article on Seeking Alpha
Seeking Alpha • Feb 20

Disount To Net Cash For A Promising CAR-T Company

Summary Galapagos NV announced a strategic split with Gilead Sciences, creating 'New Galapagos' and 'SpinCo', aiming to unlock shareholder value and reduce staffing by 40%. 'New Galapagos' will focus on cell therapies and small molecules, while 'SpinCo' will target oncology, immunology, and virology with €2.45 billion in capital. Despite an 18% share decline post-announcement, the split offers deep value and potential catalysts, though risks include governance concerns, competitive CAR-T space, and executional challenges. Valuation suggests a 52% upside, with 'New Galapagos' holding €500 million in cash and 'SpinCo' poised for M&A activities in a favorable biotech environment. Read the full article on Seeking Alpha
Seeking Alpha • Dec 14

Galapagos Struggles To Carve A Path In A Crowded CAR-T Therapy Market

Summary Galapagos' CAR-T therapy GLPG5101 shows promising efficacy but has limited durability data and small patient samples compared to Yescarta. Phase 1 safety concerns have improved in Phase 2, though long-term safety data remains incomplete. Financially, Galapagos boasts robust cash reserves and a runway extending beyond 2027, but its burn rate is likely to increase. The company’s pivot to CAR-T is strategically ambitious but enters a highly competitive market with entrenched players like Gilead and Novartis. Galapagos remains a "sell" due to underwhelming differentiation, cash inefficiencies, and reliance on external pressures to drive strategic change. Read the full article on Seeking Alpha
Seeking Alpha • Aug 23

Galapagos: CAR-T Biotech To Change Landscape With GLPG5101 And Beyond

Summary Galapagos NV achieved positive results from its European phase 1/2 ATLANTA-1 study using GLPG5101 for patients with relapsed/refractory NHL; phase 1 portion with 87.5% ORR and phase 2 portion with 93.3% ORR. The global non-Hodgkin Lymphoma market is expected to reach $16 billion by 2029; on average, between 30% to 40% of NHL patients have relapsed/refractory disease. IND clearance of U.S. phase 1/2 ATLANTA-1 study using GLPG5101 for patients with relapsed/refractory NHL achieved; this trial could speed up enrollment and further establish efficacy with newly added patients. GLPG5201 and GLPG5301 are two other candidates in the pipeline, which are being developed to target patients with relapsed/refractory chronic lymphocytic leukemia and relapsed/refractory Multiple Myeloma patients, respectively. Read the full article on Seeking Alpha
Seeking Alpha • Mar 07

Galapagos: Pipeline Still Progressing Despite Financial Volatility

Summary Galapagos has managed to curtail its R&D and G&A expenses, demonstrating efficient cost management. The company has strategically focused on oncology and immunology, sectors with high unmet medical needs and market impact potential. Galapagos is investing in CAR-T cell therapies, with promising early data indicating progress in its unique manufacturing platform. Read the full article on Seeking Alpha
Seeking Alpha • Oct 10

Galapagos: Trading At Discount To Cash With A Fast-Growing Marketed Product

Summary Galapagos has had a new CEO since April 2022. The company's new strategy is taking shape with some research programs scrapped and small assets acquired. Jyseleca is growing rapidly and has a way to go. Meanwhile, Galapagos trades at a sizeable discount to cash. Galapagos NV (GLPG) is a biotech with a market cap of $2.9 billion that's been around for a while with a storied history. It managed to raise a lot of money in the past and currently has a bunch of early-stage assets to show for all its investments in R&D over the years. It was incorporated in 1999 and is headquartered in Mechelen, Belgium. I like this biotech at $43.55 because it holds billions of dollars of cash (over $4 billion) and virtually no debt. There's cash burn, but that's becoming more manageable as the company now has an asset that's being marketed in JYSELECA. For now, operating cash burn is at a run-rate of around ~$400/year. Paul Stoffels took over as CEO in April 2022. The new management is contemplating how to run the business best, but meanwhile executed two small acquisitions (that increased cash burn a bit for the year). Galapagos strategic review (Galapagos) Stoffels commented on the strategic review as follows on the recent earnings call (emphasis mine): Let me say, we have the internal review where we look internally but we have also a very extensive external review on what business opportunities we can bring in at the moment. So it goes in parallel, we're looking strategically, what are the assets and the portfolio prioritization internally as well as looking at additional potential short-term acquisitions as the market now is very -- looking for very -- many biotech companies are looking for partnerships now and it's a great opportunity for us to evaluate that. We will mainly focus on -- at the moment on oncology and -- in oncology and inflammation. In the past, we have said we are looking at select infectious disease opportunities if they would be there. But oncology and inflammation will be the key. And we'll evaluate internally our fibrosis assets and see whether there are still compounds which are valuable and word in the acquisition -- in capital allocation. Where we are is like, let's say, we are in the middle of the review as I'm -- we are in the middle of the review and one-by-one, this is the first reporting to you. And on the Capital Markets Day, we'll be able to give you further insights on long-term strategy, both on oncology and inflammation, other assets in the company as hopefully by then but maybe not yet next opportunities in acquisitions or licensing. Meanwhile, Jyseleca is performing quite well: Jyseleca growth (Galapagos) The company expects to top out at ~$500 million in annual sales in Europe. That's still years away, but it will still be a powerful force in bringing operating cash burn down. With the market cap well below the net cash on the balance sheet and this growing revenue stream, and no debt, I think the shares are definitely on the cheap side. Management will need to make some disastrous decisions or be very unlucky to wreck future returns from this position and share price. There are option angles that I think are worth contemplating. For a long time, Galapagos has been a huge bag of cash with some cash burn and not a lot happening. Large amounts of cash are volatility dampening and its options market has relatively muted implied volatility. Its implied volatility is still higher than a biotech index like the iShares Biotechnology ETF (IBB), but not by that much. See SPDR S&P Biotech ETF (XBI) below: Straddle XBI (optionstrat)
Seeking Alpha • Oct 03

EMA panel approves amending label for Galapagos' Jyseleca on testicular function effects

Belgian pharmaceutical firm Galapagos (NASDAQ:GLPG) on Monday said the European Union's human medicines committee had recommended amending the label of its inhibitor Jyseleca to remove a warning regarding its effect on testicular function. The European Medicines Agency's Committee for Medicinal Products for Human Use (CHMP) adopted a positive opinion on GLPG's type 2 variation application, GLPG said in a statement. Jyseleca is indicated for the treatment of patients with inflammatory bowel disease and rheumatic conditions. The variation application was supported by interim data from two ongoing studies called MANTA and MANTA-RAy, GLPG said. The CHMP concluded that the interim data did not suggest that Jyseleca had an effect on the testicular function of patients. Following the CHMP's opinion, Jyseleca's label will be amended to remove the language in the section of special warnings and precautions about the potential effect of the drug on sperm production and male fertility. U.S.-listed shares of GLPG earlier closed +0.5% at $42.85.
Seeking Alpha • Jul 25

Galapagos stock dips after Jefferies slashes rating citing challenges ahead

Galapagos (NASDAQ:GLPG) stock fell ~5% on July 25 after Jefferies Financial downgraded the stock to Underperform from Hold. The firm took the action citing challenges facing the Belgium company's base business and the challenges the biotech faces in rebuilding its pipeline. In an effort to diversify its pipeline the company announced in June the acquisition of CAR-T therapy developer CellPoint, and AboundBio, a company with a fully human antibody-based library. The SA Quant Rating on GLPG is Strong Buy which takes into account factors such as growth and profitability, among others things. Meanwhile, the average Wall Street Analysts' Rating on the stock is Buy, wherein 4 out of 7 analysts give it a Hold, 2 Buy and 1 Strong Buy rating. YTD, Galapagos stock has shed ~5%, better than the broader market indicator SP500TR and several peers. See chart here.
Seeking Alpha • May 19

Galapagos: Can The Company Turn Around?

Amid the biotech bear market, there are companies that are trading on a deep bargain, yet you should be extremely careful before averaging down. Though I noticed the fundamental changes in Galapagos, I gave the company a year to turn around. Here, I presented to you three different scenarios on Galapagos for you to make your own investment decision.
Seeking Alpha • Feb 22

Galapagos: A History Of Disruptive Failures

Galapagos has failed to prove the mettle of its R&D pipeline in most of the programs it ran. Filgotinib's failure was a major disruption. They do have enough cash and a new CEO, so a turnaround may still happen.
Seeking Alpha • Dec 02

Galapagos: The Investment Thesis Is More Appealing Than Ever

Galapagos is in the midst of a transformation process that is expected to result in a completely different company by 2023. Galapagos has over $5.5 billion in cash, an approved drug and a broad pipeline with a market capitalization of only $3.2 billion. Jyseleca is approved in Japan and is expected to generate €500 million annually in sales in Europe in the medium term. Since the stock is trading below liquidation value, it is easy to generate shareholder value with little risk.

Previsiones de crecimiento de beneficios e ingresos

NasdaqGS:LKFT - Estimaciones futuras de los analistas y datos financieros pasados (EUR Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/202876-196-414-745
12/31/2027177-144-377-818
12/31/2026181-236-581-9088
3/31/20261,044488-310-302N/A
12/31/20251,112319-271-257N/A
9/30/2025287-444-287-269N/A
6/30/2025276-288-298-279N/A
3/31/2025288-179-317-236N/A
12/31/2024276-1-402-320N/A
9/30/2024260-61-412-328N/A
6/30/202426132-458-375N/A
3/31/202424431-455-434N/A
12/31/2023240-4-425-406N/A
9/30/2023544-153-538-519N/A
6/30/202386-46-545-517N/A
3/31/2023163-69-565-533N/A
12/31/2022241-71-537-501N/A
9/30/20225776-536-484N/A
6/30/2022505-81-560-504N/A
3/31/2022507-126-503-445N/A
12/31/2021234-121-562-504N/A
9/30/2021474-201-459-377N/A
6/30/2021537-219-507-421N/A
3/31/2021488-272-567-480N/A
12/31/2020478-311-519-427N/A
9/30/2020455-368-579-510N/A
6/30/2020972753,0793,141N/A
3/31/20209481453,1563,211N/A
12/31/2019835149N/A3,209N/A
9/30/2019865280N/A3,281N/A
6/30/2019324-66N/A-193N/A
3/31/2019314-41N/A-174N/A
12/31/2018318-29N/A-142N/A
9/30/2018255-74N/A-156N/A
6/30/2018185-126N/A-187N/A
3/31/2018161-139N/A-164N/A
12/31/2017156-116N/A-147N/A
9/30/2017193-40N/A-51N/A
6/30/2017176-27N/A-42N/A
3/31/20171774N/A-35N/A
12/31/201615254N/A239N/A
9/30/201678-49N/A180N/A
6/30/201672-52N/A178N/A
3/31/201655-68N/A170N/A
12/31/201561-118N/A-115N/A
9/30/201575-72N/A-108N/A
6/30/201582-57N/A-96N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: Se prevé que los beneficios de LKFT disminuyan en los próximos 3 años (-43.1% al año).

Beneficios vs. Mercado: Se prevé que los beneficios de LKFT disminuyan en los próximos 3 años (-43.1% al año).

Beneficios de alto crecimiento: Se prevé que los beneficios de LKFT disminuyan en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos de LKFT disminuyan en los próximos 3 años (-73.6% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos de LKFT disminuyan en los próximos 3 años (-73.6% al año).

Previsiones de crecimiento de los beneficios por acción

Rentabilidad financiera futura

ROE futura: LKFT se prevé que no sea rentable en 3 años.

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Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/26 18:14
Precio de las acciones al final del día2026/05/26 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Lakefront Biotherapeutics NV está cubierta por 27 analistas. 9 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Emily FieldBarclays
Xue ChenBarclays
Patrick TrucchioBerenberg