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
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
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
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
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
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
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
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
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
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
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
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
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