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
Keller Group – CMD establishes medium-term ambitions
CMD targets 5–7% organic revenue CAGR, c.7% op. margin, c.30% ROCE & c.£800m FCF over 2026–30. FY26 trading in line.
📖 Full analysis: edisongroup.com/research/cmd…
$KLR @KellerUK
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
SCHMID – Positive order momentum continues
Q3 orders +121% q-o-q to €67.8m; backlog €96.8m. FY26 order guidance raised to >€150m; FY27/28 forecasts upgraded.
📖 Full analysis: edisongroup.com/research/pos…
$SHMD @Schmid_Blog
Recce Pharmaceuticals – Blinded data bodes well for upcoming R327G Phase III data release
Positive blinded Phase III data for R327G in DFIs shows strong efficacy & safety. DMC review imminent; path to ASEAN approval opens.
Read here: edisongroup.com/research/bli…
$RCE @ReccePharma
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…
JPMorgan European Discovery Trust — Managers building on their positive record
JPMorgan European Discovery Trust (JEDT) had a change of managers at the beginning of March 2024 #LSE $JEDT
📖 Full analysis: edisongroup.com/research/man…
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…
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…
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
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
Smiths News – Telegraphing another contract win
New long-term exclusive Telegraph contract (to 2036) adds ~£40m annual revenue from Oct 2027. Now 61% market share.
📖 Full analysis: edisongroup.com/research/tel…
$SNWS @SmithsNews
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
MindMaze Therapeutics – Progress on the neurotherapeutics roll-out
Home-focused roll-out advances with MindMotion Lite tablet launch by YE26; pharma collab expected Q426. Valuation CHF2.60/sh.
📖 Full analysis: edisongroup.com/research/pro…
$MMTX @MindMazeTx
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
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…
bp – In the chair with bp’s Emeka Emembolu: AI a massive opportunity for bp
bp’s Tech EVP on AI framework, partnerships & use cases across upstream, refining, retail, trading & robotics.
🎥 Full Interview: edisongroup.com/edison-tv/bp…
$BP @bp_plc
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
Utilico Emerging Markets Trust – Opportune time to consider unique EM exposure
Differentiated lower-beta EM exposure via high-quality utilities & infrastructure. Strong long-term returns & progressive dividend.
📖 Full analysis: edisongroup.com/research/opp…
$UEM
Pan American Silver – From M&A-led scale to organic silver growth
Shift to organic silver growth after scale-building M&A. Net cash, higher returns & NAV of US$64/share (38% upside).
📖 Full analysis: edisongroup.com/research/fro…
$PAAS @PanAmericanSlvr
