All companies
UCB S.A. logo

What smart money is saying about UCB S.A.Belgium flag

UCB.BR · Healthcare · Biotechnology · Market cap $55.19B

1 fund in our archive has pitched UCB S.A. — most recently Hardman Johnston International Equity in March 2026.

Company profile

UCB S.A., a biopharmaceutical enterprise founded in 1925 and headquartered in Brussels, Belgium, focuses on developing innovative solutions for individuals living with neurological and immunological diseases. Its diverse commercialized portfolio includes Cimzia, targeting inflammatory TNF-mediated conditions such as Crohn's disease, various forms of spondyloarthritis, rheumatoid arthritis, and psoriasis. For epilepsy management, UCB offers Vimpat, Keppra, and Briviact, along with Nayzilam, an intranasal rescue treatment for seizure clusters. Neupro is available for Parkinson's disease and restless legs syndrome, while Zyrtec and Xyzal address allergy symptoms. Other key products include Evenity for osteoporosis in postmenopausal women, and BIMZELX, which treats psoriasis, psoriatic arthritis, axial spondyloarthritis, and hidradenitis suppurativa. The company also provides dapirolizumab pegol for systemic lupus erythematosus. UCB's robust development pipeline features candidates like rozanolixizumab, aimed at myasthenia gravis, immune thrombocytopenia, and chronic inflammatory demyelinating polyneuropathy; zilucoplan for myasthenia gravis and immune-mediated necrotizing myopathy; staccato alprazolam for prolonged seizures; Bepranemab for Alzheimer's disease; and UCB0599 for Parkinson's disease. Beyond its proprietary drug development, UCB also conducts contract manufacturing. The company engages in significant collaborations with entities such as Amgen, Biogen, Roche/Genentech, Novartis, Otsuka, and doc.ai. UCB's global footprint extends across numerous countries, including the United States, Japan, China, Belgium, and a broad presence throughout Europe, encompassing Germany, Spain, France, Italy, the United Kingdom, and Ireland.

5
Reported positions
1
Bought
1
Sold
5
Letters

Fund activity · 5 positions · 2 moves

  • ExitedClearBridge Investments Value Strategy
    June 2026
    We exited positions in Becton Dickinson and UCB in the health care sector, Webster Financial, MGIC Investment and Ryan Specialty Holdings in the financials sector, American Homes 4 Rent in the real estate sector and TFI International in the industrials sector.
    Read the letterUCB S.A.
  • HoldsHardman Johnston International Equity Strategy
    June 2026

    Listed in Hardman Johnston International Equity Strategy’s reported holdings.

    Read the letterUCB S.A.
  • HoldsHardman Johnston International Equity Developed Markets
    June 2026
    UCB S.A. Belgium 5.2 Pharmaceuticals Apr. 2024
    Read the letterUCB S.A.
  • HoldsHardman Johnston International Equity
    March 2026
    UCB’s share price rose following strong 2025 results driven by Bimzelx (an immunology drug with $5 billion peak sales potential currently but could be substantially higher with new indications), and that momentum is expected to continue into 2026.
    Read the letterUCB S.A.
  • New positionHardman Johnston Global Equity
    March 2026
    where we established a new position during the quarter.
    Read the letterUCB S.A.

Fund coverage · 1 thesis

  • Hardman Johnston International Equity
    March 2026

    UCB S.A. is driven by Bimzelx’s expanding indications, strong unmet-need positioning and additional pipeline upside.

    Read the full thesis

Read every full thesis on UCB S.A.

Unlock all 1 thesis — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.

View plans
Share this ledger