Loading...
LKFT logo

Lakefront Biotherapeutics NVNasdaqGS:LKFT Voorraadrapport

Marktkapitalisatie US$1.8b
Prijs aandeel
US$27.67
US$34.99
20.9% ondergewaardeerd intrinsieke korting
1Y-4.5%
7D4.0%
1D
Portefeuillewaarde
​
Bekijk

Lakefront Biotherapeutics NV

NasdaqGS:LKFT Voorraadrapport

Marktkapitalisatie: US$1.8b

Lakefront Biotherapeutics (LKFT) Aandelenoverzicht

Lakefront Biotherapeutics NV, een biotechnologiebedrijf, ontwikkelt geneesmiddelen gericht op oncologie en immunologie, voornamelijk in de Verenigde Staten en Europa. Meer informatie

Beloningen

Verhandeld tegen 28.7% onder onze schatting van de reële waarde

Dit jaar winstgevend geworden

Handelen tegen een goede waarde vergeleken met branchegenoten en branchegenoten

Risicoanalyse

De winst zal naar verwachting de komende drie jaar met gemiddeld 43.1% per jaar dalen.

Grote eenmalige posten die de financiële resultaten beïnvloeden


LKFT Community Fair Values

Create Narrative

See what others think this stock is worth. Follow their fair value or set your own to get alerts.

View all narratives

Lakefront Biotherapeutics NV Concurrenten

Prijsgeschiedenis en prestaties

Overzicht van hoogtepunten, dieptepunten en veranderingen in de aandelenkoersen voor Lakefront Biotherapeutics
Historische aandelenkoersen
Huidige aandelenkoers€27.67
52 Week Hoogtepunt€37.78
52 Week Laag€26.42
Bèta0.11
1 maand verandering-3.25%
3 maanden verandering-18.67%
1 Jaar Verandering-4.49%
3 jaar verandering-34.34%
5 jaar verandering-62.52%
Verandering sinds IPO252.48%

Recent nieuws en 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

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.

Rendement voor aandeelhouders

LKFTUS BiotechsUS Markt
7D4.0%2.9%2.5%
1Y-4.5%33.0%26.4%

Rendement versus industrie: LKFT presteerde slechter dan de US Biotechs -sector, die het afgelopen jaar een rendement van 33 % opleverde.

Rendement versus markt: LKFT presteerde slechter dan US Market, dat het afgelopen jaar een rendement van 26.4 % opleverde.

Prijsvolatiliteit

Is LKFT's price volatile compared to industry and market?
LKFT volatility
LKFT Average Weekly Movement4.4%
Biotechs Industry Average Movement10.8%
Market Average Movement7.2%
10% most volatile stocks in US Market16.5%
10% least volatile stocks in US Market3.1%

Stabiele aandelenkoers: LKFT heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.

Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 4% ) van LKFT is het afgelopen jaar stabiel geweest.

Over het bedrijf

OpgerichtWerknemersCEOWebsite
1999558Henry Gosebruchlakefrontbio.com

Lakefront Biotherapeutics NV, een biotechnologiebedrijf, ontwikkelt geneesmiddelen gericht op oncologie en immunologie, voornamelijk in de Verenigde Staten en Europa. De pijplijnproducten van het bedrijf omvatten GLPG3667, dat zich in een fase 2 klinische studie bevindt voor dermatomyositis en systemische lupus erythematosus; GLPG5101, een CD19 CAR-T productkandidaat vervaardigd op point-of-care, momenteel in een fase 1/2 studie voor teruggevallen/refractair non-hodgkin lymfoom; en GLPG5301, een BCMA CAR-T productkandidaat vervaardigd op point-of-care, momenteel in fase 1/2 voor teruggevallen/refractair multipel myeloom. Het bedrijf heeft samenwerkingsovereenkomsten met Gilead Sciences, Inc. Het bedrijf was vroeger bekend als Galapagos NV en veranderde zijn naam in Lakefront Biotherapeutics NV in mei 2026.

Lakefront Biotherapeutics NV Samenvatting

Hoe verhouden de winst en inkomsten van Lakefront Biotherapeutics zich tot de beurswaarde?
LKFT fundamentele statistieken
MarktkapitalisatieUS$1.83b
Inkomsten(TTM)US$567.56m
Inkomsten(TTM)US$1.21b
3.2x
Koers/Winstverhouding
1.5x
P/S-verhouding

Is LKFT overgewaardeerd?

Zie Reële waarde en waarderingsanalyse

Inkomsten en omzet

Belangrijkste winstgevendheidsstatistieken uit het laatste winstverslag (TTM)
LKFT resultatenrekening (TTM)
Inkomsten€1.04b
Kosten van inkomsten€328.44m
Brutowinst€715.32m
Overige uitgaven€227.38m
Inkomsten€487.93m

Laatst gerapporteerde inkomsten

Mar 31, 2026

Volgende inkomensdatum

Aug 10, 2026

Winst per aandeel (EPS)7.40
Brutomarge68.53%
Nettowinstmarge46.75%
Schuld/Eigen Vermogen Verhouding0%

Hoe presteerde LKFT op de lange termijn?

Bekijk historische prestaties en vergelijking

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/26 18:13
Aandelenkoers aan het einde van de dag2026/05/26 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Lakefront Biotherapeutics NV wordt gevolgd door 27 analisten. 9 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Emily FieldBarclays
Xue ChenBarclays
Patrick TrucchioBerenberg