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Aktuelle News von Edison Investment Research

ZeitAktuelle NachrichtenRatingLeser
18.03.The Biotech Growth Trust - Access to major innovation at low valuations210The Biotech Growth Trust's (BIOG's) highly experienced managers, Geoff Hsu and Josh Golomb, are able to draw on the considerable resources of global healthcare specialist OrbiMed. BIOG's performance...
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18.03.Trustpilot (LSE: TRST) continues gaining ground222Trustpilot's full-year results were as signalled in its January update, with revenue ahead by 18%, delivering an adjusted EBITDA figure in excess of what the market was then forecasting. Margin improvement...
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18.03.Eagle Eye Solutions - Partner stimulus176Eagle Eye Solutions is transitioning to a SaaS business model, which, combined with weak underlying consumer markets, is affecting short-term prospects. To focus on this, though, is to miss the bigger...
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17.03.Wheaton Precious Metals - Q424/FY24 results446Wheaton's adjusted EPS for Q424 exceeded our prior expectations by 1.9%, largely due to better average realised prices for its precious metals. As a consequence, it recorded record revenue, record adjusted...
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14.03.Sareum Holdings - New fund-raise and licence signal active 2025255Sareum Holdings has announced the acquisition of the licence for SRA737, a checkpoint kinase 1 (CHK1) inhibitor, in which the company had previously held a 27.5% economic interest. Following this acquisition...
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14.03.OUTsurance - 52% increase in H125 earnings246OUTsurance released H125 results on 14 March 2025, delivering 52% normalised EPS growth and return on equity (RoE) of 30.8%. South Africa (SA) property & casualty (P&C) delivered 32% earnings and 9%...
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14.03.Basilea (SIX: BSLN) bags a US$2.5m milestone payment258Basilea has announced another milestone payment from its license partner Pfizer in the Asia Pacific region and China for strong Cresemba sales. Notably, the US$2.5m milestone payment is the first of...
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12.03.4imprint Group - Resilience in uncertain markets2864imprint's results are in line with January's trading update, showing a resilient performance in continued challenging markets. The group has attractive cash conversion characteristics and cash had...
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12.03.OSE Immunotherapeutics - Tedopi shows promise in pancreatic cancer206OSE Immunotherapeutics has reported positive top-line data from the investigator-sponsored Phase II trial assessing Tedopi in combination with FOLFIRI (a three-drug chemotherapy regimen made up of folinic...
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12.03.CLIQ Digital - Potential public tender537CLIQ Digital has announced that it is considering de-listing its shares. This would partially be effected by a potential tender offer by Dylan Media, a privately owned Dutch investment company funded...
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12.03.Cantargia (OMX: CANTA) enrols first patient in leukaemia study194Cantargia has confirmed that the first patient has been in enrolled in the study assessing nadunolimab in leukaemia. More specifically, this is an investigator-initiated, open-label, Phase Ib/IIa clinical...
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12.03.IRLAB (OMX: IRLAB-A) publishes preclinical mesdopetam data in journal241IRLAB Therapeutics has announced the publication of preclinical data on mesdopetam in the prestigious peer-reviewed journal, European Journal of Neuroscience. The research provided insights into the...
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12.03.Tinexta - Strong rebound expected in FY25235Tinexta's management is likely happy to have said goodbye to a year in which numerous challenges in two divisions, Business Innovation (BI) and Cyber Security (CS), weighed on group performance. Management...
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11.03.Foxtons Group - Strong results; expect growth update at Q2 CMD195Foxtons Group's FY24 results showed revenue and adjusted operating profit growth of c 11% and c 38%, respectively, reflecting the developing success of the company's strategic vision. This suggests...
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11.03.Studio Stays Hotel Group - Hotels with a difference166From a standing start, the management of Studio Stays Hotel Group (SSHG) aims to gradually acquire a number of good-quality (three- or four-star ratings) but underperforming (ie low occupancy) hotels...
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11.03.The London Tunnels - Making good progress204The London Tunnels' (TLT's) management has made good progress, achieving what they targeted at the time of share listing in Amsterdam in July 2024. These included obtaining the required planning permission...
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10.03.GlobalData - Connected intelligence platform273GlobalData's results were as flagged, with the first year of its transformation plan setting the foundations for management's goal of £500m of annualised revenue by end 2026. To get there it has to...
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10.03.Cantargia (OMX: CANTA) breast cancer study fully recruited221Cantargia has announced that it has completed recruiting patients (n=102) for the randomised Phase II TRIFOUR trial, which is evaluating nadunolimab in combination with platinum-based chemotherapy,...
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10.03.Datatec - A closer look at Logicalis International215Logicalis International is the second largest business within the Datatec group, generating a third of adjusted EBITDA in FY24. With international presence and strong vendor relationships, the business...
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10.03.Canyon Resources - Strategic investment in Camrail229Canyon Resources has announced that Camalco, its wholly owned in-country subsidiary, has entered into two agreements to acquire a 9.1% combined interest in Camrail, Cameroon's rail operator. The transaction...
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10.03.Melrose Industries - The horizon remains positive328Melrose continues to build on its track record of delivering to expectations. Indeed the Engines division has achieved FY25 target returns a year early. This provides confidence in management's new...
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10.03.MCB Group - Financing the growth of African economies173MCB Group (MCB) has reported solid H1 results, with 25.7% y-o-y EPS growth and an annualised return on equity of 18.4% (H124: 16.6%), continuing its strong double-digit earnings growth, while maintaining...
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10.03.AVAX - Significant year-on-year growth expected178In this note, we show revisions to our forecasts and our updated valuation of AVAX ahead of the company's FY24 results (expected April 2025). AVAX's H124 revenues and EBITDA were up 50.4% and 97.5%...
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10.03.NWF (LON: NWF) acquires Northern Energy Oil211NWF has agreed to purchase 42m litre fuel distributor Northern Energy Oil for up to £8.3m, depending on certain post-completion conditions. Northern Energy Oil operates from five sites in North Yorkshire...
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07.03.OSE Immunotherapeutics - KOL event highlights lusvertikimab's potential248OSE Immunotherapeutics and Edison held a key opinion leader (KOL) event on 5 March 2025, providing up-to-date insights into OSE's lead immuno-inflammation candidate, lusvertikimab, following the European...
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