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    Did Strong GLPG5101 CAR T Data and Decentralized Manufacturing Just Shift Galapagos' (ENXTAM:GLPG) Investment Narrative?

    Simply Wall St·12/17/2025 22:11:38
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    • Earlier in December 2025, Galapagos NV reported updated Phase 2 results from its ATALANTA-1 trial of CD19 CAR T-cell therapy GLPG5101 in heavily pretreated mantle cell lymphoma, showing very high response rates, durable outcomes at nine months, and an encouraging safety profile presented at the ASH Annual Meeting.
    • Beyond efficacy, the trial also highlighted the feasibility of decentralized manufacturing, with most patients receiving a fresh GLPG5101 product within seven days of apheresis, potentially addressing one of the key bottlenecks for CAR T-cell therapies.
    • Next, we’ll explore how this strong GLPG5101 efficacy signal in mantle cell lymphoma shapes Galapagos’ broader investment narrative.

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    What Is Galapagos' Investment Narrative?

    For Galapagos, you really have to believe in the pivot toward cell therapy and the company’s ability to turn impressive science into a sustainable business. The updated ATALANTA-1 data in mantle cell lymphoma sharpen that story: GLPG5101 now looks like a more credible lead asset, and the decentralized manufacturing angle speaks directly to one of the biggest practical hurdles in CAR T. In the near term, that makes further clinical readouts, regulatory feedback and any partnering activity around GLPG5101 more central catalysts than before. At the same time, Galapagos is still loss making, guiding for declining revenue, and led by a relatively new management team, now also filing a US$71.17 million ESOP-related shelf that reminds investors dilution risk has not gone away.

    However, the potential for further dilution is something investors should keep front of mind. The valuation report we've compiled suggests that Galapagos' current price could be inflated.

    Exploring Other Perspectives

    ENXTAM:GLPG 1-Year Stock Price Chart
    ENXTAM:GLPG 1-Year Stock Price Chart
    The Simply Wall St Community currently has just one fair value estimate at €30.34, so you are not seeing much dispersion yet. Set that against a business still burning cash, facing forecast revenue declines and leaning on a new leadership team, and it becomes clear why different market participants may reach very different conclusions about Galapagos’ longer term prospects.

    Explore another fair value estimate on Galapagos - why the stock might be worth just €30.34!

    Build Your Own Galapagos Narrative

    Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

    • A great starting point for your Galapagos research is our analysis highlighting 1 key reward that could impact your investment decision.
    • Our free Galapagos research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Galapagos' overall financial health at a glance.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.