By Michael Kokalari CFA, chief economist, and Thai Thi Viet Trinh, senior economist.

The webinar, hosted by Edison Group’s Neil Shah, features CEO Dr Jelena Arsic van Os and CFO Sameet Vohra of Accsys Technologies.

Jelena provides an introduction to Accsys Technologies and its compelling products. She outlines the company’s strategy until 2030, which is focused on maximising the output of its plants in Arnhem, Netherlands and Kingsport, US, targeting double-digit CAGR in revenues in FY25–30 and a surge in adjusted EBITDA from €10.8m in FY25 to €54m by FY30. She also highlights why the business is a compelling investment opportunity.

Sameet dives into Accsys Technologies’ first half results, which were reported on 25 November 2025. The company’s trading update of 24 September 2025 already showed strong volume growth of 28% y-o-y in the first five months of FY26.

Central nervous system (CNS) conditions are among the most significant unmet medical needs globally, with neurological conditions now one of the leading causes of disabilities, and having an impact on over 3.4 billion people worldwide. After decades of limited progress, the CNS field is experiencing a renaissance marked by novel technological advances that are overcoming barriers to effective drug development. Sophisticated blood-brain barrier crossing technologies are finally solving the fundamental delivery challenge, while AI-powered platforms are making unprecedented advances in drug discovery and biomarker identification. Most critically, the development of blood-based biomarkers is enabling early diagnosis and precision patient monitoring, addressing key issues that have historically limited CNS therapeutic success rates.

In this interview, we speak with Concurrent’s CEO Miles Adcock and CFO Kim Garrod. Miles provides an overview of the business and explains the steps he has taken since joining the company in 2021. He discusses the performance of the Products business and the rationale for entering the Systems business, as well as the company’s approach to technology innovation. He closes with his view on potential M&A. Kim discusses the impact of expanding defence budgets and the company’s plans to expand manufacturing capacity. She walks through the cycle from design win to revenue, highlighting that FY26 revenue and profitability are likely to benefit from recent design wins.

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About Bull, Bear & Beyond: Each episode features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit.