Healthcare & pharmaceutical equity investment research

Healthcare Insights

Market cap

Date (published)

thematic

Healthcare

04.01.23

Oncology ABCs (part four): Blood cancers (AML) – notable innovations

thematic

Healthcare

26.01.23

Machine learning in drug development

Healthcare

thematic

13.06.23

ASCO 2023 key takeaways

Latest

Healthcare | Flash note

22.09.23

Immix Biopharma — NXC-201 gains orphan drug designation in ALA

Healthcare | Flash note

15.09.23

ReNeuron Group — A step forward on the Exosome delivery platform

Healthcare | Update

14.09.23

Creo Medical — Detailed half-yearly reflecting Speedboat traction

Healthcare | Flash note

14.09.23

OSE Immunotherapeutics — Publication puts Tedopi back in the spotlight

insight

Healthcare

08.09.23

VolitionRx – On the cusp of a breakthrough in testing for sepsis

insight

Healthcare

20.07.23

Incannex Healthcare: Is life better on Nasdaq?

insight

Healthcare

25.05.23

An update on OpGen: Deals, expansion and revenues

insight

Healthcare

18.05.23

Volition: Views from the sharp end

insight

Healthcare

18.05.23

Incannex Healthcare: Data opens path to treat anxiety

insight

Healthcare

09.02.23

February 2023 Edition of Edison Healthcare Insight

Analyst of the week

Soo Romanoff

Managing Director - Head of Content, Healthcare

sromanoff@edisongroup.com 020 3077 5700

Read latest

Equities

Region

Market cap

Actinogen Medical (ACW)

Latest price

AUD0.03

▾ 0.01 (50.00)

As at 21/09/2023

Market capitalisation: AUD48m

View equity

Update

Healthcare

10.08.23

Actinogen Medical — Funding the next stage of Xanamem development

Update

Healthcare

08.06.23

Actinogen Medical — Refining the upcoming XanaMIA Phase IIb study

Update

Healthcare

02.05.23

Actinogen Medical — Continued focus on Xanamem

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content on

Actinogen Medical

AFT Pharmaceuticals (AFT)

Latest price

NZD3.48

▾ 0.13 (3.88)

As at 21/09/2023

Market capitalisation: NZD351m

View equity

Flash note

Healthcare

31.08.23

AFT Pharmaceuticals — AFTO judgment clears AFT of breach claim

Update

Healthcare

24.05.23

AFT Pharmaceuticals — Near-term goals in sight with FY23 momentum

Flash note

Healthcare

02.05.23

AFT Pharmaceuticals — Maxigesic IV closer to FDA approval

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content on

AFT Pharmaceuticals

Basilea Pharmaceutica (BSLN)

Latest price

CHF43.05

▾ −0.45 (−1.03)

As at 21/09/2023

Market capitalisation: CHF572m

View equity

Update

Healthcare

17.08.23

Basilea Pharmaceutica — A strong start to FY23 across the board

misael-moreno-fN6K30xtiKE-unsplash-Basilea

Flash note

Healthcare

07.08.23

Basilea Pharmaceutica — Zevtera back on track: NDA submitted to the FDA

Flash note

Healthcare

09.06.23

Basilea Pharmaceutica — Prompt receipt of milestone payments for Cresemba

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content on

Basilea Pharmaceutica

Biodexa Pharmaceuticals (BDRX)

Latest price

USD4.94

▾ −0.99 (−16.69)

As at 21/09/2023

Market capitalisation: USD3m

View equity

Flash note

Healthcare

24.05.23

Biodexa Pharmaceuticals — Acquisition of Varian Bio to bolster pipeline

Update

Healthcare

16.05.23

Biodexa Pharmaceuticals — Pivoting out of a challenging FY22

Flash note

Healthcare

28.03.23

Midatech Pharma — Development pipeline expands with MTD217

See more
content on

Biodexa Pharmaceuticals

Cantargia (CANTA)

Latest price

SEK4.24

▾ −0.14 (−3.20)

As at 21/09/2023

Market capitalisation: SEK665m

View equity

Flash note

Healthcare

19.04.23

Cantargia — Encouraging data for nadunolimab in CANFOUR

Flash note

Healthcare

14.03.23

Cantargia — First patient treated in Phase II part of TRIFOUR

Update

Healthcare

27.02.23

Cantargia — Next phase of clinical development in sight

See more
content on

Cantargia

Chosa (CHOSA)

Latest price

SEK1.30

▾ −0.23 (−15.03)

As at 21/09/2023

Market capitalisation: SEK56m

View equity

Update

Healthcare

02.06.23

Chosa Oncology — Making headway in precision oncology

Update

Healthcare

28.02.22

RhoVac — On the home straight

Outlook

Healthcare

14.10.21

RhoVac — Phase IIb BRaVac study results in H122

See more
content on

Chosa

Creo Medical (CREO)

Latest price

GBP0.32

▾ −0.50 (−1.54)

As at 21/09/2023

Market capitalisation: GBP117m

View equity

Update

Healthcare

14.09.23

Creo Medical — Detailed half-yearly reflecting Speedboat traction

Update

Healthcare

04.08.23

Creo Medical — Growth momentum with core strength

Flash note

Healthcare

19.06.23

Creo Medical — CE extension nearly doubles addressable GI

See more
content on

Creo Medical

e-therapeutics (ETX)

Latest price

GBP0.13

▾ −0.22 (−1.61)

As at 21/09/2023

Market capitalisation: GBP80m

View equity

Initiation

Healthcare

16.05.23

e-therapeutics — Enhancing siRNA drug discovery with LLMs

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content on

e-therapeutics

Immix Biopharma (IMMX)

Latest price

USD3.45

▾ 0.46 (15.38)

As at 21/09/2023

Market capitalisation: USD54m

View equity

Flash note

Healthcare

22.09.23

Immix Biopharma — NXC-201 gains orphan drug designation in ALA

Flash note

Healthcare

25.08.23

Immix Biopharma — NXC-201 gains Orphan Drug designation in MM

Update

Healthcare

18.08.23

Immix Biopharma — Progressing as expected on all fronts

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content on

Immix Biopharma

Incannex Healthcare (IXHL)

Latest price

USD1.11

▾ −0.09 (−7.50)

As at 21/09/2023

Market capitalisation: USD80m

View equity

Update

Healthcare

01.06.23

Incannex Healthcare — Spotlight on Incannex’s progress in psychedelics

Flash note

Healthcare

18.05.23

Incannex Healthcare — On the road to psychotherapy clinics

Flash note

Healthcare

03.05.23

Incannex Healthcare — On to Phase II for IHL-675A

See more
content on

Incannex Healthcare

IRLAB Therapeutics (IRLABA)

Latest price

SEK6.60

▾ 0.02 (0.30)

As at 21/09/2023

Market capitalisation: SEK358m

View equity

Update

Healthcare

04.09.23

IRLAB Therapeutics — Numerous clinical platform activities under way

Flash note

Healthcare

22.08.23

IRLAB Therapeutics — Despite shift, mesdopetam still on track for Ph III

Flash note

Healthcare

18.07.23

IRLAB Therapeutics — Phase IIb pirepemat obtains safety milestone

See more
content on

IRLAB Therapeutics

Kinarus Therapeutics (KNRS)

Latest price

CHF0.01

— 0.00 (−16.67)

As at 21/09/2023

Market capitalisation: CHF6m

View equity

Flash note

Healthcare

15.05.23

Kinarus Therapeutics — Kinarus secures CHF1.5m financing

Flash note

Healthcare

07.12.22

Kinarus Therapeutics — Antiviral activity against Omicron BA.2/BA.5

Flash note

Healthcare

24.11.22

Kinarus Therapeutics — USPTO allows method-of-use KIN001 patent

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content on

Kinarus Therapeutics

Mendus (IMMU)

Latest price

SEK0.45

▾ 0.01 (2.27)

As at 21/09/2023

Market capitalisation: SEK382m

View equity

Flash note

Healthcare

08.09.23

Mendus — Vididencel secures Fast Track designation in AML

Update

Healthcare

01.09.23

Mendus — Equipped for near-term inflection points

Update

Healthcare

01.08.23

Mendus — Successful SEK317m equity raise

See more
content on

Mendus

MindMed (MNMD)

Latest price

USD3.70

▾ −0.24 (−6.09)

As at 21/09/2023

Market capitalisation: USD160m

View equity

Molecure (MOC)

Latest price

PLN19.18

▾ −0.10 (−0.52)

As at 21/09/2023

Market capitalisation: PLN275m

View equity

Update

Healthcare

27.07.23

Molecure — Ramp-up in preparation for busy clinical year

Flash note

Healthcare

26.06.23

Molecure — OATD-01 gearing up for Phase II

Update

Healthcare

05.04.23

Molecure — Clinical progression ahead in FY23

See more
content on

Molecure

Newron Pharmaceuticals (NWRN)

Latest price

CHF5.44

▾ 0.02 (0.37)

As at 21/09/2023

Market capitalisation: CHF98m

View equity

Update

Healthcare

07.08.23

Newron Pharmaceuticals — Crucial upcoming datasets for evenamide

Flash note

Healthcare

16.05.23

Newron Pharmaceuticals — Encouraging efficacy data from evenamide trial

Flash note

Healthcare

20.03.23

Newron Pharmaceuticals — Positive top-line data to support clinical progress

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content on

Newron Pharmaceuticals

Curated by Edison

singularityhub.com

The Next Step for AI in Biology Is to Predict How Proteins Behave in the Body

Healthcare

A new protein atlas can help turn static AI predictions of protein shapes into more fluid predictions of how proteins behave in the body.

Read article

www.genome.gov

The Cost of Sequencing a Human Genome

Healthcare

Estimated cost of sequencing the human genome over time since the Human Genome Project.

Read article

www.prnewswire.com

J.P. Morgan Launches New Life Sciences Private Capital Team Targeting Investments in Innovative Healthcare Companies

Healthcare

/PRNewswire/ -- J.P. Morgan Asset Management today announced the launch of a new life sciences private equity team, Life Sciences Private Capital. The new team...

Read article

insights.omnia-health.com

Leveraging nanotechnology to transform the disinfection industry

Healthcare

Co-founders of Kismet Technologies, Christina Drake and Shari Costantini, discuss how NanoRad, one of their flagship products, uses targeted application to kill a wide range of bacteria and viruses.

Read article

www.bain.com

2022 Healthcare Provider IT Report: Post-Pandemic Investment Priorities

Healthcare

As healthcare providers enter a new period of disruption, their software investment priorities present opportunities for vendors and investors.

Read article

Thematics

thematic

Healthcare

13.06.23

ASCO 2023 key takeaways

thematic

Healthcare

26.01.23

Machine learning in drug development

thematic

Healthcare

06.01.23

Outlook for 2023: Biotechs remain central to novel drug development

thematic

Healthcare

04.01.23

Oncology ABCs (part four): Blood cancers (AML) – notable innovations

thematic

Healthcare

20.12.22

Cell and gene therapies

thematic

Healthcare

28.11.22

Drug delivery platforms

thematic

Healthcare

07.11.22

Oncology ABCs (part three) – thinking outside the box in women’s cancer

thematic

Healthcare

01.11.22

Neuroscience comeback

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Healthcare Insights

Oncology ABCs (part four): Blood cancers (AML) – notable innovations

Machine learning in drug development

ASCO 2023 key takeaways

Latest

Immix Biopharma — NXC-201 gains orphan drug designation in ALA

ReNeuron Group — A step forward on the Exosome delivery platform

Creo Medical — Detailed half-yearly reflecting Speedboat traction

OSE Immunotherapeutics — Publication puts Tedopi back in the spotlight

VolitionRx – On the cusp of a breakthrough in testing for sepsis

Incannex Healthcare: Is life better on Nasdaq?

An update on OpGen: Deals, expansion and revenues

Volition: Views from the sharp end

Incannex Healthcare: Data opens path to treat anxiety

February 2023 Edition of Edison Healthcare Insight

Analyst of the week

Equities

Actinogen Medical (ACW)

AUD0.03

Actinogen Medical — Funding the next stage of Xanamem development

Actinogen Medical — Refining the upcoming XanaMIA Phase IIb study

Actinogen Medical — Continued focus on Xanamem

See morecontent on

AFT Pharmaceuticals (AFT)

NZD3.48

AFT Pharmaceuticals — AFTO judgment clears AFT of breach claim

AFT Pharmaceuticals — Near-term goals in sight with FY23 momentum

AFT Pharmaceuticals — Maxigesic IV closer to FDA approval

See morecontent on

Basilea Pharmaceutica (BSLN)

CHF43.05

Basilea Pharmaceutica — A strong start to FY23 across the board

Basilea Pharmaceutica — Zevtera back on track: NDA submitted to the FDA

Basilea Pharmaceutica — Prompt receipt of milestone payments for Cresemba

See morecontent on

Biodexa Pharmaceuticals (BDRX)

USD4.94

Biodexa Pharmaceuticals — Acquisition of Varian Bio to bolster pipeline

Biodexa Pharmaceuticals — Pivoting out of a challenging FY22

Midatech Pharma — Development pipeline expands with MTD217

See morecontent on

Cantargia (CANTA)

SEK4.24

Cantargia — Encouraging data for nadunolimab in CANFOUR

Cantargia — First patient treated in Phase II part of TRIFOUR

Cantargia — Next phase of clinical development in sight

See morecontent on

Chosa (CHOSA)

SEK1.30

Chosa Oncology — Making headway in precision oncology

RhoVac — On the home straight

RhoVac — Phase IIb BRaVac study results in H122

See morecontent on

Creo Medical (CREO)

GBP0.32

Creo Medical — Detailed half-yearly reflecting Speedboat traction

Creo Medical — Growth momentum with core strength

Creo Medical — CE extension nearly doubles addressable GI

See morecontent on

e-therapeutics (ETX)

GBP0.13

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