Occupation: Research House
Interests: Stocks
Twitter: Edison_Inv_Res
About Me:
Edison Investment Research is a leading international investment research company. It has won industry recognition, with awards both in the UK and internationally. The team of 95 includes over 60 analysts supported by a department of supervisory analysts, editors and assistants.
Edison writes on more than 400 companies across every sector and works directly with corporates, fund managers, investment banks, brokers and other advisers. Edison’s research is read by institutional investors, alternative funds and wealth managers in more than 100 countries.
Edison, founded in 2003, has offices in London, New York and Sydney and is authorised and regulated by the Financial Services Authority (www.fsa.gov.uk/register/firmBasicDetails.do?sid=181584).
Run by a team of highly experienced professionals, our aim is to provide the research of choice for companies, investment banks and institutional investors. We provide independent reports, forecasts and valuations on each company we cover. We help clients gain access to investors, and facilitate feedback from the investment community on companies, their management and strategies. Our research strives to be objective, insightful, financially rigorous, readable and timely.
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A preclinical anti-TLR3 candidate in IPH33 (anti-inflammatory) has been selected for preclinical studies, which is now ready for partnering. Meanwhile, an IPH41 (anti-cancer) anti-KIR3DL2 candidate should be selected by the end of 2013. Lead product, anti-KIR antibody lirilumab (IPH2102), is in a Phase II trial for acute myeloid leukaemia (AML) and in two Phase I trials for solid cancers. One trial is in combination with…
Following a frustrating FY12, which saw declines in both production and reserves, Petrominerales is moving forward with a lower-risk drilling programme aimed at stabilising operations and cash flow. Trading at 7.9x FY13e earnings and at less than half of the company’s reported 2P NAV, we are of the opinion that markets are attributing little success to this year’s drilling programme. While we have concerns surrounding…
CytRx is now focused on fully exploiting the potential of aldoxorubicin in advanced soft tissue sarcoma (STS) following the failure of tamibarotene. The aldoxorubicin clinical programme has delivered important data points in recent weeks, which increase our confidence in both the first- and second-line STS indications. We now include first-line STS in our model and project peak aldoxorubicin sales of $971m. Our revised rNPV is…
In a brief trading update released in conjunction with its AGM, SCISYS has said it is on track to meet full-year guidance. Having begun the year with a solid order book, this has resulted in further improvements; hence we are maintaining our forecasts. We continue to believe the shares look attractive, trading on a modest single-digit P/E and a FY13 FCF yield of c 12%.…
While uncertainty over the timing of the issue of restart permits abates, we turn our valuation focus to the potential geological upside at Rio Tinto. Our site visit highlighted progress being made at the plant and the identification of opportunities to expand the existing reserve estimate beyond 123Mt of ore. Meanwhile, management has indicated it hopes to preserve the H214 production start by continuing to…
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