Investment Companies Quarterly Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Finally on the mend Global equity markets finally appear to be recovering after almost 18 months of extreme volatility and uncertainty. On average, even the losses on those funds in negative territory this quarter were muted by comparison with last year. UK assets […]
A leading biotech investor BB Biotech is the oldest-established, the largest and, over the longer term, one of the best-performing of the small group of closed-end funds that specialise in the biotech sector. It offers investors a vehicle to gain exposure to a focused portfolio of predominantly-US small-to-mid-cap biotech companies developing therapeutic products, with a […]
Bold Brilliant biotech investor BB Biotech is the oldest-established, the largest and, over the longer term, one of the best-performing of the small group of closed-end funds that specialise in the biotech sector. It offers investors a vehicle to gain exposure to a focused portfolio of predominantly-US small-to-mid-cap biotech companies developing therapeutic products, with a […]
Bold Brilliant biotech investor Swiss-listed BB Biotech is the oldest-established, the largest and, over the longer term, one of the best-performing of the small group of closed-end funds that specialise in the biotech sector. It offers investors a vehicle to gain exposure to a focused portfolio of predominantly-US small-to-mid-cap biotech companies developing therapeutic products, with […]
International Biotechnology Trust (IBT) has delivered strong returns over the past 12 months, with the NAV up 30% over the year to date, well ahead of its benchmark, and wider national and global indices. The COVID-19 pandemic has focused attention on the sector as a number of companies search for effective treatments and vaccines. The […]
International Biotechnology Trust (IBT) has delivered strong returns over the past year; its net asset value (NAV) is up 30% over the year to date, well ahead of its benchmark, and wider national and global indices. The COVID-19 pandemic has focused attention on the sector as a number of companies search for effective treatments and […]
International Biotechnology Trust (IBT) has delivered strong returns over the past year, the NAV is up 30% over the year to date, well ahead of its benchmark, and wider national and global indices. The pandemic has focused attention on the sector as a number of companies search for effective treatments and vaccines. The sector has […]
Potential strategy in COVID-19 The SARS-Cov-2 pandemic presents Sareum with an unexpected opportunity to test its lead TYK2 inhibitor, SDC-1801, in COVID-19. Such a move would require external funding, but could accelerate clinical development timelines and catalyse a substantial increase in value. Meanwhile, the recent £1m fundraising allows Sareum to advance SDC-1801 towards trials for […]
Potential strategy in COVID-19 The pandemic presents Sareum with an unexpected opportunity to test its lead TYK2 inhibitor, SDC-1801, in COVID-19. Such a move would require external funding, but this could accelerate clinical development timelines and catalyse a substantial increase in value for the company. Meanwhile, the recent £1m fundraising allows Sareum to advance SDC-1801 […]
Economic & Political Roundup Kindly sponsored by Allianz 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 sell […]
Investment Companies Quarterly Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Table of contents In this issue Performance data Positive movers Negative movers Discounts and premiums Getting more expensive Getting cheaper Money in and out Money in Money out Major news stories Upcoming Events New research The legal bit Unprecedented times We have knitted […]
The biotechnology sector is proving to be relatively resilient in this COVID-19 related market sell-off. International Biotechnology Trust (IBT) adopts a conservative approach to investing in what can be a quite volatile, if rewarding, sector. It has fared better than competing funds in this environment. Some delay to drug development, testing programmes and product launches […]
Investment Companies Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Table of contents New research In this issue Performance data Discounts and premiums Money in and out Major news stories Income Events Guide New research Here is a list of research we published over February: An initiation note on Montanaro UK Smaller Companies Trust (MTU) […]
Table of contents Tyking over…nicely Data summary Investment summary Company profile: Virtual development TYK2 – autoimmune disease SRA737 development affected by Sierra’s strategic change Investment thesis – valuation Stock catalysts Investment sensitivities Management & shareholders Financials Appendix – JAK licensing deals Previous publications The legal bit Tyking over… nicely Sareum’s investment case centres on the […]
Tyking over… nicely Sareum’s core investment proposition is focused on the development and potential out-licensing of its two internal, preclinical-stage TYK2/JAK1 inhibitors, which are proceeding towards IND filings in 2020. Development of the Sareum-originated Chk1 inhibitor, SRA737, is, however, likely to enter a state of abeyance, while partner Sierra Oncology attempts to secure a sub-licensing […]
Economic & Political Roundup Kindly sponsored by Polar Capital and Allianz 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 […]
Investment Companies Roundup Kindly sponsored by Baillie Gifford Table of contents New research In this issue Performance data Discounts and premiums Money in and out Income Events New research Here is a list of research we published over November: An initiation note on Henderson High Income “We have initiated coverage on Henderson High Income (HHI). Since […]
Investment Companies Roundup Kindly sponsored by Baillie Gifford New research Over October, we published notes on Pacific Horizon, Seneca Global Income & Growth, Premier Global Infrastructure, Polar Capital Global Financials, Ecofin Global Utilities and Infrastructure, Aberdeen Standard European Logistics Income and Herald. Additionally, as part of our enhanced coverage of the property sector, we launched […]
Investment Companies Quarterly Roundup Kindly sponsored by Baillie Gifford New research Over the third quarter, we published notes on India Capital Growth, Jupiter Emerging & Frontier Income, Montanaro European Smaller Companies, JLEN Environmental Assets, Civitas Social Housing, JPMorgan Russian Securities, International Biotechnology Trust, Aberdeen Emerging Markets, Seneca Global Income & Growth, Standard Life Investments Property Income […]
Investment Companies Roundup Kindly sponsored by Baillie Gifford New research Over September, we published notes on India Capital Growth, Jupiter Emerging & Frontier, International Biotechnology Trust, JPMorgan Russian Securities, Civitas Social Housing, Montanaro European Smaller Companies and JLEN Environmental Assets. We also launched a monthly real estate roundup, beginning with reviews of August and September. In […]
Healthy yield attracts investors The managers of International Biotechnology Trust (IBT) have focused its portfolio in oncology (cancer), diseases of the central nervous system and rare diseases – areas where pricing pressure on drugs and other therapies is less of an issue. This should cushion IBT as we approach election year in the US and […]
Healthy yield attracts investors The managers of International Biotechnology Trust (IBT) have focused its portfolio in oncology, diseases of the central nervous system and rare diseases – areas where pricing pressure is less of an issue. This should cushion the trust as we approach election year and (as is usually the case in the US […]
Economic & Political Roundup 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 sell any of the […]
Quarterly investment companies roundup – Second quarter 2019 QuotedData news Global equities re-found momentum in June after a cautious April and May. How much longer this ten-year bull market can sustain itself continues to be the subject of much debate. The prospect of interest rate cuts in the US has re-invigorated sentiment for the time […]
Economic & Political Roundup 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 sell any of the […]
Quarterly Investment Companies Roundup – First Quarter 2019 QuotedData news Through the first quarter of 2019, global equities largely clawed back the losses suffered over the final weeks of 2018. How much longer this ten-year bull market can sustain itself is the subject of much debate. US interest rate rises have stalled, reflecting growing cautiousness. Elsewhere, […]
QuotedData’s investment companies roundup – April 2019 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 March 2019. Kindly sponsored by Baillie Gifford. JPMorgan Indian, India Capital Growth, Aberdeen New India and Ashoka India Equity Investment […]
Sareum’s investment case stands on two pillars: the development by licensee Sierra Oncology of the Chk1 inhibitor, SRA737; and the development and potential licensing of internally-generated TYK2 candidates for autoimmune disease and cancer. This year should see the first clinical data on SRA737, as well as further data from preclinical studies, that may support a […]
Sareum’s investment case stands on two pillars: the development by licensee Sierra Oncology of the Chk1 inhibitor, SRA737; and the development and potential licensing of internally-generated TYK2 candidates for autoimmune disease and cancer. This year should see the first clinical data on SRA737, as well as further data from preclinical studies, that may support a […]
International Biotechnology Trust – Beating the odds Strategic positioning in mid-2018 helped International Biotechnology Trust (IBT) beat its benchmark over the past six months and close its discount to net asset value (NAV). This continued its outperformance of the US Nasdaq Biotechnology Index (NBI) over three and five years. Active management of the portfolio and […]
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