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Healthcare Research

07 Nov 2018
Sareum Holdings - TYKing the boxes

Sareum Holdings – TYKing the boxes

Sareum Holdings – TYKing the boxes Sareum’s investment case centres on the development of the Chk1 inhibitor, SRA737, in solid tumours, by its licensee and on the internal development and potential licensing of internally-generated TYK2 candidates for autoimmune disease and cancer. Marten & Co values Sareum’s 27.5% economic interest in the licensing deal covering SRA737 […]

07 Nov 2018
Sareum Holdings - TYKing the boxes

Sareum Holdings – TYKing the boxes

Sareum Holdings – TYKing the boxes Sareum Holdings’ (Sareum’s) investment case centres on the development of a therapy for the treatment of solid tumours (SRA737, a Chk1 inhibitor – see page 6 for an explanation) and the potential licensing of internally-generated candidates for the treatment of autoimmune disease and cancer (TYK2/JAK1 inhibitors –see page 8). […]

19 Jul 2018

International biotechnology – Outperformance and income

Under the leadership of its manager, Carl Harald Janson, International Biotechnology Trust (IBT) is building a track record of outperformance of both its benchmark, the Nasdaq Biotechnology Index and the average of its peer group (see page 13 of this note for the figures).

The biotech sector, which IBT focuses on, benefits from long term structural growth drivers (listed on page 3) such as ageing populations in the developed world and an emerging middle class in developing markets. After a weak start in 2018, the Nasdaq Biotechnology Index has now recovered. The manager believes that the “American Patients First” document released by the US government on May 11 reduced investors’ concerns over drug pricing.

19 Jul 2018

International Biotechnology – Outperformance and income

International biotechnology – Outperformance and income Under the leadership of its manager, Carl Harald Janson, International Biotechnology Trust (IBT) is building a track record of outperformance of both its benchmark, the Nasdaq Biotechnology Index and the average of its peer group (see page 13 of this note for the figures). The biotech sector, which IBT focuses on, […]

11 Jun 2018

QuotedData’s investment companies roundup – June 2018

QuotedData’s investment companies roundup – June 2018 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of May 2018. Kindly sponsored by Baillie Gifford. The premium of biotech company, Syncona, rose on positive news on two of its […]

25 Apr 2018

Quarterly investment companies roundup – First quarter 2018

Quarterly investment companies roundup – First quarter 2018 Quarterly investment companies roundup – First quarter 2018 – Global equity markets declined in the first quarter of 2018. Concerns about US interest rate rises were the feature of the first half of the quarter. However, worries about global trade took over in the second part, particularly […]

10 Jan 2018

QuotedData’s economic round up – January 2018

QuotedData’s economic round up – January 2018 – is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or […]

11 Dec 2017

QuotedData’s economic round up – December 2017

QuotedData’s economic round up – December 2017 – is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or […]

14 Jun 2017

QuotedData investment companies roundup – June 2017

QuotedData investment companies roundup – June 2017 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of May 2017. Kindly sponsored by Baillie Gifford. June Investment Companies Roundup Japan was one of the best places to be […]

16 May 2017

QuotedData investment companies roundup – May 2017

QuotedData investment companies roundup: Our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of April 2017. Kindly sponsored by Baillie Gifford. Money in: The only new launch in April was EJF Investments, a £69m fund trying to take advantage of […]

15 May 2017

Polar Capital Global Healthcare – Extended life, new objective

Polar Capital Global Healthcare – Extended life, new objective is a note that Marten & Co wrote for QuotedData that explains the workings of the company. Polar Capital Global Healthcare (PCGH or the company) is an investment trust, that listed on the London Stock Exchange in 2010. PCGH is managed by a team led by […]

10 Apr 2017

QuotedData investment companies roundup – April 2017

Our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of February 2017. Kindly sponsored by Baillie Gifford. April Investment Companies Roundup    

15 Mar 2017

QuotedData investment companies roundup – March 2017

Our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of February 2017. Kindly sponsored by Baillie Gifford. March Investment Companies Roundup

14 Feb 2017

QuotedData investment companies roundup – February 2017

Our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of January 2017. Kindly sponsored by Baillie Gifford. February Investment Companies Roundup

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