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London, UK
Joined February 2010
Newron Pharmaceuticals – Pivotal enrolment complete; FDA review continues ENIGMA-TRS 1 enrolment complete (618 pts); 12-wk data due Q127. FDA hold on TRS-2 ongoing; enhanced screening proposed. Valuation CHF20.9/sh. 📖 Full analysis: edisongroup.com/research/piv… $NWRN
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OSE Immunotherapeutics – CombiTED bolsters Tedopi’s clinical potential Positive Phase II CombiTED: Tedopi combos deliver ~47% 1-yr OS vs 29% docetaxel in NSCLC. Supports combo potential alongside pivotal ARTEMIA. 📖 Full analysis: edisongroup.com/research/com… $OSE @OSEImmuno
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Starpharma — Taking control of Petalion’s next phase @Starpharma_ASX has increased its interest in Petalion Therapeutics to 66%, from 22.5%, taking control of its fibroblast activation protein (FAP) targeted oncology programme #ASX $SPL 📖 Full analysis: edisongroup.com/research/tak…
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Datatec — H127 underlying EPS up at least 52% y-o-y @DatatecLtd's H127 trading update confirmed that Westcon and Logicalis International delivered very strong financial performances in H127 #JSE $DTCJ 📖 Full analysis: edisongroup.com/research/h12…
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OncoZenge — Phase III execution brings pivotal readout into focus OncoZenge is entering a value-defining period with BupiZenge, its Phase III-stage sustained-release lozenge for oral mucositis (OM) pain in head and neck cancer #ONCOZ 📖 Full analysis: edisongroup.com/research/pha…
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Primary Health Properties – JV agreed: Focus on growth 50:50 JV with GIC for private hospitals, seeded with £0.7bn assets. Supports deleveraging; completion expected Nov. 📖 Full analysis: edisongroup.com/research/jv-… $PHP @PHPReit
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Amoeba – Commercial ambitions set and financing progresses First biocontrol sales; targets €1-2m FY27, ~€40m FY30. Koppert deliveries underway, Syngenta deal advances; rights issue progressing. 📖 Full analysis: edisongroup.com/research/com… $ALMIB @AmoebaNature
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discoverIE Group – Upgrading on strong H127 trading H127 orders +30% y-o-y (22% organic); revenue +14%. Forecasts upgraded, adj EPS +3% for FY27/28. 📖 Full analysis: edisongroup.com/research/upg… $DSCV
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Baillie Gifford US Growth Trust – Vote to save winning public/private US strategy Strong recent returns (NAV +32%, SP +42% vs S&P +17%). AGM vote vs Saba’s cash-exit push to preserve strategy. 📖 Full analysis: edisongroup.com/research/vot… $USA @BaillieGifford
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One and one Green Technologies — Copper strength offsets aluminium disruption @OneAndOneGreen (YDDL’s) H126 results showed continued strength in copper alloy despite the temporary disruption to aluminium processing #NASDAQ $YDDL 📖 Full analysis: edisongroup.com/research/cop…
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Corero Network Security – Momentum in orders continues into Q326 Q3 orders +50% y-o-y to $11.1m; 9M +28%. Major contracts support growth outlook & 50-105% upside. 📖 Full analysis: edisongroup.com/research/mom… $CNS @Corero
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