Edison

Edison is a content-led IR business on a mission to build bigger, better and more engaged investors for our clients.

[Edison @Edison_Inv_Res]

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: https://t.co/kKIDQD4JrA

$NWRN

[Edison @Edison_Inv_Res]

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: https://t.co/zEg23Z3y2J

$KLR @KellerUK

[Edison @Edison_Inv_Res]

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: https://t.co/5Om7ebpvvo

$OSE @OSEImmuno

[Edison @Edison_Inv_Res]

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: https://t.co/5JiQ8A4oQK

$SHMD @Schmid_Blog

[Edison @Edison_Inv_Res]

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: https://t.co/ZjXlAr9N9C

$RCE @ReccePharma

[Edison @Edison_Inv_Res]

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: https://t.co/EAax6anNxF

[Edison @Edison_Inv_Res]

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: https://t.co/oEZ5AKZzu6

[Edison @Edison_Inv_Res]

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: https://t.co/Yp0lGYb2yH

[Edison @Edison_Inv_Res]

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: https://t.co/wpLVgH2k3C

[Edison @Edison_Inv_Res]

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: https://t.co/JVRy7K7mdj

$PHP @PHPReit

[Edison @Edison_Inv_Res]

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: https://t.co/E6VHX4QA6t

$ALMIB @AmoebaNature

[Edison @Edison_Inv_Res]

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: https://t.co/o6QQJlmHpp

$SNWS @SmithsNews

[Edison @Edison_Inv_Res]

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: https://t.co/moEEJ2vfhe

$DSCV

[Edison @Edison_Inv_Res]

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: https://t.co/514fGHuekQ

$MMTX @MindMazeTx

[Edison @Edison_Inv_Res]

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: https://t.co/YAwyqJGU9e

$USA @BaillieGifford

[Edison @Edison_Inv_Res]

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: https://t.co/8px0g09r3u

[Edison @Edison_Inv_Res]

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: https://t.co/XB5yTjhajD

$BP @bp_plc

[Edison @Edison_Inv_Res]

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: https://t.co/L9JFLWRFp8

$CNS @Corero

[Edison @Edison_Inv_Res]

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: https://t.co/JnXMQmeAkl

$UEM

[Edison @Edison_Inv_Res]

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: https://t.co/jDxt8awgSW

$PAAS @PanAmericanSlvr