Healthcare

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Malin Corporation

Sharpening the strategic focus

Malin is sharpening its strategic focus. It has simplified its strategy to focus on four priority assets that hold considerable upside, and the leaner structure provides a longer...

Mainstay Medical

ReActiv8-B pivotal trial data transformational catalyst in Q4

Mainstay Medical is a specialist medical device company developing and commercialising ReActiv8, an innovative therapy for chronic lower back pain. Mainstay could be on the cusp of a...

UDG Healthcare plc

Ashfield: getting a bad rep! Deep dive into Communications and Advisory opportunities

For many investors, Ashfield (UDG Healthcare’s largest division) is still synonymous with ‘sales reps’. Although this view is now wide of the mark, we think it explains much of the recent...

UDG Healthcare plc

Q3 trading update: A healthy balance

The positive highlights of UDG’s Q3 trading update are continued strong underlying profit growth in Ashfield Communications & Advisory and Sharp US returning to double-digit profit...

Amryt Pharma

Paediatric rare disease designation for AP101; possible priority review voucher

The Food and Drug Administration (FDA) has granted Amryt a rare paediatric disease designation for AP101, a drug for the treatment of Epidermolysis Bullosa (EB). The designation means...

Malin Corporation

Board changes; Capital Markets Day in Q4 2018

Malin has appointed a new chairman and two non-executive directors to the Board, with five current directors stepping down. The new chairman and non-executive directors have...

Venn Life Sciences

FY results: margin expansion drives EBITDA growth

Venn has started to benefit from business integration initiatives and infrastructure investments made in 2017. Greater operational efficiency has driven margin expansion and EBITDA...

Amryt Pharma

‘Pure play’ orphan drug company with promising pipeline; ‘Outperform’ with 41p price target

Amryt Pharma presents an attractive investment opportunity in the orphan (rare) disease sector – a high growth sub-segment of the pharma market. Amryt is a ‘pure play’ orphan drug...

Malin Corporation

FY 2017 results: corporate and asset base development; guidance issued

There are four key takeaways from Malin’s FY results. (1) The group recorded its first cash realisation event; additional realisations are expected over the near term. (2) Key...

UDG Healthcare plc

What we learned in Pennsylvania

We attended UDG’s two-day Capital Markets Day (CMD) in Allentown and Fort Washington, PA, last week. Our key takeaway is one of impressive ‘breadth’ – of service offering, geographic...