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  • Executive interview - Race Oncology

    508 views 1 year ago
    Race Oncology is developing bisantrene, which had been the subject of over 40 clinical trials in the 1980s and 1990s as part of Lederle’s search for a safer anthracycline chemotherapy. Despite positive responses in a variety of cancers, especially AML (it was even approved for the treatment of AML in France, but never commercialised), development stopped after Lederle was sold to Wyeth and then Wyeth to Pfizer. Race will be developing bisantrene initially for relapsed/refractory AML and expects to start a pivotal trial for approval in the US around the end of 2018. Show less
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    • Bitesize briefing – ADMIE Holding - Duration: 4 minutes, 6 seconds.

      • 1 day ago
      • No views
      Dario Carradori, industrials analyst, discusses the investment case for ADMIE Holding, a holding company that owns a 51% stake in IPTO, a Greek regulated utility. IPTO owns, manages and operates th...
    • Executive interview – Canadian General Investments - Duration: 8 minutes, 54 seconds.

      • 2 days ago
      • 2 views
      Canadian General Investments (LSE:CGI and TSE:CGI) was launched in 1930, it is North America’s second-oldest closed-end fund. Since 1956, it has been managed by Morgan Meighen & Associates. Portfol...
    • Executive interview – Utilico Emerging Markets Trust - Duration: 4 minutes, 41 seconds.

      • 3 days ago
      • 3 views
      Utilico Emerging Markets Trust (LSE:UEM) was launched in July 2005. In April 2018, it re-domiciled to the UK as an investment trust (historically domiciled in Bermuda as an investment company). UEM...
    • Bitesize briefing – The relationship between capex intensity, opex and valuation - Duration: 3 minutes, 34 seconds.

      • 4 days ago
      • 6 views
      Do projects with higher capital (capex) intensities have lower operational costs (opexs)? Do projects with lower capex intensities and lower opexs have a higher market valuation?

      See what else is ...
    • Bitesize Briefing - Cannabis sector report - Duration: 2 minutes, 45 seconds.

      • 1 week ago
      • 11 views
      In this video, Maxim Jacobs discusses key findings from his recently published sector report on Cannabis. The cannabis sector is relatively broad, spanning FDA-approved drugs to consumer products....
    • Bitesize briefing – Gemfields Group - Duration: 2 minutes, 3 seconds.

      • 1 week ago
      • 7 views
      We recently initiated coverage on Gemfields Group with a sum-of-the-parts valuation of ZAR5.01 per share. In this bitesize briefing we give an overview of the group’s three main assets, Kagem, MRM ...
    • Bitesize briefing – Do higher lithium grades result in lower opex and capex intensity? - Duration: 2 minutes, 8 seconds.

      • 1 week ago
      • 5 views
      In this video we compare the grade and opex, as well as the grade and capex intensity, of hard rock lithium carbonate, hydroxide and concentrate projects to gain an understanding of how important g...
    • Executive interview - Genesis Emerging Markets Fund - Duration: 6 minutes, 11 seconds.

      • 2 weeks ago
      • 9 views
      Genesis Emerging Markets Fund was launched in July 1989 and was one of the first emerging markets funds to be listed in the UK. It aims to deliver long-term capital growth through investing in emer...
    • Bitesize breifing – Mytilineos - Duration: 3 minutes, 36 seconds.

      • 2 weeks ago
      • 2 views
      Dario Carradori, industrials analyst, discusses the investment case for Mytilineos, a Greek industrial group operating in three main businesses: metallurgy (aluminium/alumina production), power & g...
    • Executive interview – Riber - Duration: 5 minutes, 13 seconds.

      • 2 weeks ago
      • 10 views
      Chairman Michel Picault begins by explaining what molecular beam epitaxy (MBE) equipment is, what it is used for and what is driving demand. He then discusses Riber’s competitive position. He revie...
    • Executive interview – Focusrite - Duration: 9 minutes, 28 seconds.

      • 3 weeks ago
      • 28 views
      In this video Tim Carroll, CEO of Focusrite, the global music and audio products company supplying hardware and software products used by professional and amateur musicians, discusses how the compa...
    • Executive interview - Freedom Holding Corp (full) - Duration: 5 minutes, 28 seconds.

      • 3 weeks ago
      • 3 views
      Timur Turlov, CEO of Freedom Holding Corp (OTCQX: FRHC), one of the largest and fastest-growing financial services companies in Central Asia and Russia and one of the OTCQX Best 50, describes the b...
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