UCB soars after Bimzelx-driven 2025 guidance hike

UCB SA

05/12/2025 08:15

** Shares in UCB UCB.BR rise more than 7% to the top of Belgium's BEL 20 index .BFX after the biopharmaceutical group raised its 2025 guidance

** It expects FY revenue to exceed 7.6 billion euros ($8.9 billion), versus at least 7 billion previously, and sees adjusted EBITDA margin above 31%, compared to at least 30% in the earlier forecast

** Brokerage Van Lanschot Kempen says the upgrade is primarily driven by the "exceptional strong launch" of Bimzelx in treatment of hidradenitis suppurativa and a favourable payer mix in the U.S.

** The outlook hike indicates that Bimzelx is growing at an unprecedented pace and is likely to generate more than $2.2 billion in sales in FY25, versus H1 sales of 799 million euros and FY consensus of 1.9 billion euros, the broker says

** The shares are on track for their best day since late September if the gains hold

($1 = 0.8574 euros)

(Reporting by Olivier Cherfan)

((olivier.cherfan@thomsonreuters.com))