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    Galapagos’ Cell Therapy Exit Amid Promising GLPG5101 Data Might Change The Case For Investing In Galapagos (ENXTAM:GLPG)

    Simply Wall St·12/10/2025 01:36:14
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    • In early December 2025, Galapagos NV reported updated Phase 2 ATALANTA-1 data showing high complete response rates and durable outcomes for its CD19 CAR T-cell candidate GLPG5101 in high-risk mantle cell lymphoma, with rapid manufacturing timelines and limited severe toxicities.
    • On the same occasion, Galapagos confirmed plans to wind down its cell therapy activities, while remaining open to a potential sale, highlighting a contrast between promising clinical results and a retreat from in-house cell therapy operations.
    • We will now examine how Galapagos’s plan to wind down its cell therapy business, despite promising GLPG5101 data, shapes its investment narrative.

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    What Is Galapagos' Investment Narrative?

    To own Galapagos today, you have to believe that the company can turn a sizeable, loss-making R&D engine into a focused, cash-disciplined biotech with a few value-driving assets at its core. The updated ATALANTA-1 data strengthen the scientific case for GLPG5101, but the decision to wind down cell therapy means the near-term story now tilts more toward portfolio rationalization, cost restructuring and what, if anything, Galapagos can realize from a sale of the cell therapy unit. With revenue expected to contract and a new CEO and leadership team still bedding in, execution risk and visibility on the future pipeline become more important short-term drivers than this single data readout. So while the GLPG5101 news is clinically encouraging, it may not be the main financial catalyst most shareholders are waiting for.

    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

    Simply Wall St Community members currently converge on a single fair value estimate around €30 for Galapagos, yet your own view may differ once you factor in restructuring costs, leadership turnover and the uncertain monetization of cell therapy assets.

    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.