UCB: Bimzelx Associated with Better Resolution When Used Earlier
Belgian pharmaceutical company UCB presented a series of data on its drug Bimzelx (bimekizumab) at the Congress of the European Academy of Dermatology and Venereology (EADV). The messaging highlights the benefit of earlier treatment in moderate to severe hidradenitis suppurativa.
Earlier Treatment Emphasized in Hidradenitis Suppurativa
UCB announced on September 30, 2026, the presentation of nine abstracts dedicated to hidradenitis suppurativa as part of the EADV 2026 Congress, held in Vienna from September 30 to October 3.
According to the data presented, earlier management is associated with higher rates of complete resolution of inflammatory lesions: at three years, 47.4% of patients with the shortest duration since diagnosis achieved IHS4-100, compared to 33.3% of those with the longest duration.
The company also indicates that patients naive to biotherapy achieved better results on draining tunnels in certain subpopulations, with complete resolution (DT=0) achieved at three years by up to 78.8% of naive patients according to post-hoc analyses of the Be Heard trials. At one year, 30.7% of patients treated with bimekizumab were free of any tunnel, draining or otherwise, compared to 14.5% at baseline.
Expanded Presence Beyond Hidradenitis Suppurativa
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This work is part of a broader presence of UCB at the EADV 2026 Congress, with a total of 23 abstracts presented across its portfolio. The portfolio includes one abstract on gilvokimig in atopic dermatitis, 21 abstracts on bimekizumab (hidradenitis suppurativa, psoriasis, psoriatic arthritis and axial spondyloarthritis) and one abstract on unmet needs of patients with hidradenitis suppurativa.
UCB, described as a global biopharmaceutical group, presents this data as a reflection of its commitment to earlier intervention in this chronic disease. According to Donatello Crocetta, Chief Medical Officer of UCB, these three-year results in hidradenitis suppurativa demonstrate the group's commitment to advancing dermatology through data generation.
The company clarifies that the data presented are derived from post-hoc analyses of the Be Heard trials and should be interpreted with caution, as these analyses were not prespecified in the initial protocols.
SectorPharmacie et biotechnologies›Vaccins et laboratoires de recherche
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Context
Period
Period: S1 2026
Key reported figures
Revenue: 4 270 millions d'euros
Quarterly revenue: 4 270 millions d'euros
Revenue growth: 22,5 %
EBITDA: 1 685 millions d'euros
EBITDA margin: 40,7 %
Net income: 1 111 millions d'euros
2 821 millions d'euros
Guidance from the release
Based on the continued strong growth, revenue is expected to grow in the low-teens to mid-teens percentage range; Reflecting our strong execution and confidence in the outlook
Risks mentioned
Perte d'exclusivité de BRIVIACT aux États-Unis depuis février 2026 et en Europe attendue en août 2026
Ventes de VIMPAT au Japon affectées par l'arrivée de génériques fin 2025
Expiration en 2026 de la protection brevetaire de CIMZIA au Japon
Opportunities identified
Objectif de ventes maximales de BIMZELX relevé à au moins 7 milliards d'euros
Supériorité de BIMZELX sur risankizumab dans le rhumatisme psoriasique (étude BE BOLD)
FINTEPLA déposé dans le syndrome CDKL5 auprès de la FDA et de l'EMA, Phase 3 lancée dans le syndrome de Rett
Outlook / guidance
Management commentary: revenue is expected to grow in the low-teens to mid-teens percentage range at constant exchange rates (CER). Adjusted EBITDA² is expected to grow in the mid-teens to low-twenties percentage range at CER. Excluding other operating one-offs in 2025, adjusted EBITDA² growth is expected to be in the mid-twenties to low-thirties percentage range at CER.
The information presented in this article is provided for informational purposes only and does not constitute an investment recommendation, an incentive to buy or sell a financial asset, or investment advice. Readers are invited to conduct their own research before making any decision.
Investments in the stock market involve risks, including the risk of capital loss. Past performance of an asset or market is no guarantee of future results. Any investment decision should be made taking into account your personal financial situation, objectives and risk tolerance.