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Simon Wilson
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listed companies

Range Resources Nkwe Platinum
MEC Resources Coal of Africa
Syndicated Metals Gold One
Bionomics Allied Gold Mining
Phylogica ADX Energy
Alkane Resources Bellzone Mining
Sumatra Copper & Gold Continental Coal
Gunson Resources RedFlow
Lochard Energy Circadian Technologies
Universal Coal Biotron
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Companies with HQs in asia-pacific

Seeing Machines Forterra Trust
Greka Drilling Bezant Resources
Green Dragon Gas Baobab Resources
Endace Wynnstay Group
PXP Vietnam Fund Chatham Rock Phosphate
Tenon MMG
SeaDragon Contact Energy
Cue Energy New Zealand Oil & Gas
Rubicon Sky Network Television
Sealegs Corporation Kreuz Holdings
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Latest research

Viralytics

Cavatak data continue to impress

Update | Pharmaceutical & healthcare | 21/11/2016

Viralytics’ Cavatak continues to impress, with a 100% disease control rate in 10 patients (seven objective responses) in combination with Keytruda in the CAPRA Phase Ib study. Furthermore, in the MITCI Phase Ib trial Cavatak, in combination with Yervoy, achieved a 50% response rate in the first 18 patients treated, which is an impressive response rate in a heavily pre-treated population. The encouraging results are a good sign for the ongoing trials of Cavatak and are likely to be of great…

Tourism Holdings

Termination of coverage

Update | Travel & Leisure | 08/11/2016

Edison Investment Research is terminating coverage on Tourism Holdings (THL). Please note you should no longer rely on any previous research or estimates for this company. All forecasts should now be considered redundant.

Mineral Commodities

Termination of coverage

Update | Mining | 08/11/2016

Edison Investment Research is terminating coverage on Mineral Commodities Limited (MRC). Please note you should no longer rely on any previous research or estimates for this company. All forecasts should now be considered redundant.

Novogen

Acquires mid-stage cancer drug from Genentech

Update | Pharmaceutical & healthcare | 31/10/2016

Novogen has in-licensed global rights to the Phase II-ready drug GDC-0084 from Genentech. GDC-0084 is designed to treat brain cancers, including the rapidly fatal glioblastoma (GBM). Novogen plans to initiate a Phase II trial in GBM next year and positive trial results could allow filing for accelerated approval in 2020. The transaction will complement Novogen’s preclinical assets and Cantrixil, which will enter Phase I in ovarian cancer in Q416. Our valuation of Novogen’s existing programme…

Liquefied Natural Gas Limited

Ready to pull the trigger on Magnolia

ADR Outlook | Oil & Gas | 28/10/2016

Liquefied Natural Gas Ltd (LNGL) is a developer of LNG liquefaction facilities and holds patent-protected technology that promises lower-cost, highly efficient LNG across many global markets. The company is finalizing offtake and awaiting a final DoE non-FTA export order to proceed before it can reach financial close at the Magnolia project. Binding EPC contracts mean that costs of development should be contained, while production (if sanctioned soon) could start up in 2022 as the global LNG markets…

About

Edison‘s Sydney and Wellington offices opened in 2011 to provide research services to companies listed on Asia-Pacific stock exchanges. Companies of all sizes benefit from our research service, which provides the highest standards of research and unrivalled distribution of our reports on a global and unrestricted basis.

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