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Webinar : The new energy ecosystem – generation, storage and efficiency
webinar-the-new-energy-ecosystem-generation-storage-and-efficiency-27-11-2020
  • 27 Nov 20
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RhoVac AB
RhoVac - Fast Track designation granted by FDA

Following the submission of an application in September, the US FDA has now granted Fast Track designation to RhoVac’s lead drug RV001. Although we had expected this, it indicates a third-party validation for RhoVac and its ongoing clinical programme. Importantly, this designation should make RV001 more appealing to potential partners, given it eases some of the regulatory processes ahead. Other developments include the news that RhoVac’s Phase I/II data have been published in a peer-reviewed article, which gave some additional details. The COVID-19 pandemic continues to cause delays, but the BRaVac study timelines still fit within the existing budget. Our valuation is SEK64.2/share (vs SEK61.8/share).

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  • 27 Nov 20
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PAION AG
Paion - GA data enable an application for surgical use

The Remimazolam Phase III general anaesthesia (GA) trial in Europe has released initial data. Remimazolam was as effective as propofol in maintaining anaesthesia in major surgery so met the primary endpoint. More importantly, fewer hypotensive episodes were noted on average in the remimazolam arm; these are common and may lead to post-surgical morbidity. For at risk patients (ASA Class III or IV), this safety gain could be critical in justifying remimazolam’s price premium over propofol. In the US, remimazolam (ByFavo) is expected to be launched soon for procedural sedation (PS). Paion indicates that it has cash until H221. Our valuation remains €283m.

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  • 27 Nov 20
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YouGov plc
YouGov - Bringing on the next generation

YouGov’s capital markets event cast the spotlight on the next generation of its client offering, focusing on YouGov Direct, YouGov Chat and YouGov Safe. All of these are already being rolled out commercially. They clearly show the direction of travel to enable the group to scale more effectively and efficiently. All are predicated on the YouGov member being the data owner and granting explicit permission for how that data is used. No new financial information was disclosed, and our forecasts are unchanged.

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  • 27 Nov 20
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Murray Income Trust
Murray Income Trust - Quality focus continues to deliver rising income

Murray Income Trust’s (MUT) recent combination with Perpetual Income and Growth Investment Trust (PLI) has doubled the trust’s assets under management to £1.1bn and is expected to deliver a substantial fee reduction to investors. MUT invests in a diversified portfolio of mainly UK equities and aims to provide a high and growing income, combined with capital growth. It has achieved these objectives, having just delivered its 47th consecutive year of increasing annual dividends, while also outperforming its benchmark (a broad UK stock market index) and most of its peers over both the short and longer term. Manager Charles Luke’s success – even in the current climate, which has been characterised by widespread dividend cuts – confirms his conviction that ‘quality, sustainable and growing income is out there, if you know where to look’. He intends to maintain his research-intensive search for resilient companies capable of growing future earnings and dividends over time.

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  • 26 Nov 20
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Gervais Williams, Premier Miton - Edison’s bull/bear game
gervais-williams-premier-miton-edison-s-bull-bear-game-26-11-2020
  • 26 Nov 20
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