Sector commentary

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Technology

15/10/2014
German Mittelstand Conference
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Welcome to the Edison research guide for the OktoberINVESTfest. Edison is delighted to be a partner for this event for the second time. This book profiles the 14 German and 13 American companies presenting at the Invest in Bavaria forum in New York on 20 October 2014.

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Companies mentioned
ifa systems , GFT Group , PSI

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Pharmaceutical & Healthcare

13/10/2014
ASX Spotlight Conference book
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Edison Investment Research is delighted to be working with ASX on its upcoming Spotlight Conferences in Singapore and Hong Kong on the 21 and 23 October. Below please find a link to the report Edison has produced for the event. It features profiles for each of the participating companies. We would like to thank ASX and the companies involved for their cooperation.

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Companies mentioned
Benitec Biopharma , Bionomics

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Technology

06/10/2014
Mobile ecosystems
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The heady days are over. Growth is slowing and competition is growing. There has always been opportunity for change in the mobile industry but both Apple and Google seem to have found the holes in the armour and are moving to address their weaknesses. This puts a time limit on any challenger as the risk is that these two become so big and so ubiquitous that users cannot be bothered to look elsewhere.

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Oil & Gas

27/08/2014
Onshore down under - Oil & gas sector report
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The evolution of the Australian onshore unconventional sector is nearing the sharp end. JVs are largely bedded down, key work programmes are mapped and funded, and the next two years is about execution. In this report we update our August 2013 report by tracking progress of a subset of onshore players. We review macro developments, track well and seismic activity and compare deal flow with our previous report. We also analyse equity performance, and assess how the market has moved relative to company progress. Short-term investor focus appears to be on take-over targets, but we think that focus will revert to activity. With the Cooper Basin programmes in full swing, the event horizon may not be far off. Medium-term focus is on those driving the activity, while investing in the resource plays is more about longer-term positioning.

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Companies mentioned

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Pharmaceutical & Healthcare

30/06/2014
Edison healthcare quarterly: It’s getting personal
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Welcome to the Edison healthcare quarterly, which contains profiles of 75 companies under coverage. The book opens with an overview of biomarker programmes within drug development by Philippa Gardner, and the challenges and opportunities these present for the pharma and biotech industry. Incorporating a biomarker programme into drug development with the aim of identifying companion diagnostics (CDx) could offer a number of advantages. These include the ability to identify patients most likely to respond to or better tolerate a given agent, potentially improving the chances of clinical success, regulatory approval and reimbursement from healthcare payers. However, it is only recently that the rate of development and regulatory approvals for targeted agent/diagnostic combinations has accelerated. Herceptin was the flagship for the CDx field and unsurprisingly, the majority of drugs with a requirement for genetic testing remain in cancer. However, biomarker development is broadening to other indications, and companies now seem to be more proactively considering biomarker development at earlier stages of development.

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Companies mentioned
Simavita , Verisante Technology , Regeneus , TESARO , SQI Diagnostics , Cardio3 BioSciences , Erytech Pharma , Onconova Therapeutics , Can-Fite BioPharma , aap Implantate AG , BioAlliance Pharma , Bellus Health , Mesoblast , Newron Pharmaceuticals , Athersys , DBV Technologies , Mologen AG , Derma Sciences , Sygnis , ArQule , Clinigen , Prima BioMed , LeMaitre Vascular , Cytori Therapeutics , CytRx Corporation , Hutchison China MediTech , Diaxonhit , Proteome Sciences , BioLineRx , TiGenix , MagForce , Orexo , BioInvent , Medigene , Arrowhead Research Corporation , Alexza Pharmaceuticals , Stratec Biomedical , Phylogica , Bavarian Nordic , Dechra Pharmaceuticals , e-Therapeutics , Neovacs , MorphoSys , Evolva , 4SC , Hybrigenics , Evotec , Bionomics , Topotarget , Oncolytics Biotech Inc , Omega Diagnostics Group , Vernalis , Wilex , Paion , Biotie Therapies Corp , Consort Medical , Allergy Therapeutics , Deltex Medical , Oxford BioMedica , GW Pharmaceuticals , Lombard Medical Technologies , BTG , Skyepharma , Futura Medical

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Oil & Gas

02/05/2014
Oil & gas macro outlook: Ukraine supports prices for now
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The trend in international oil prices has been less than robust in early 2014 but firmer than fundamentals might have suggested. Once again, the explanation is geopolitical developments, with Ukraine very much to the fore of late (see pg 6). The Ukraine crisis, however, is unlikely to intensify to the extent necessary to disrupt Russian exports. Neither Russia nor the west could afford such a cataclysmic event, although it is possible that a low-level crisis over Ukraine lingers for some time. We continue to believe that the medium-term outlook is bearish for oil, reflecting burgeoning non-OPEC supplies, the upward trend in Iraq production and likely modest demand growth. A key area of medium-term uncertainty relates to the response of OPEC to rising non-OPEC and Iraqi output.

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Pharmaceutical & Healthcare

05/03/2014
Edison healthcare quarterly: A boost for allergy immunotherapy
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Welcome to the Edison healthcare quarterly, which contains profiles of 77 companies under coverage. The book opens with an overview of allergy immunotherapy by Lala Gregorek. Investor interest in allergy immunotherapy (AIT) has been revived by the announcement of Circassia's intended £200m IPO on the London Stock Exchange coupled with positive FDA Advisory Committee (AdCom) recommendations for the approval of three respiratory allergy immunotherapy tablets. These AdCom discussions also have important repercussions for the wider therapeutic modality. The expert panel confirmed significant US market potential for novel AITs and provided insight into FDA requirements for trial design and approval of respiratory AIT products, facilitating the path to approval for other companies looking to enter the US market, including Circassia.

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Companies mentioned
TESARO , SQI Diagnostics , Cardio3 BioSciences , Erytech Pharma , Onconova Therapeutics , Can-Fite BioPharma , aap Implantate AG , Bionor Pharma , Viralytics , BioAlliance Pharma , Bellus Health , Nanobiotix , Mesoblast , Athersys , DBV Technologies , Mologen AG , Derma Sciences , OvaScience , Sygnis , ArQule , Clinigen , LeMaitre Vascular , Cytori Therapeutics , CytRx Corporation , Cytos Biotechnology , Hutchison China MediTech , NovaBay Pharmaceuticals , Diaxonhit , Proteome Sciences , BioLineRx , TiGenix , MagForce , Orexo , BioInvent , Medigene , Arrowhead Research Corporation , Alexza Pharmaceuticals , Aastrom Biosciences , Sunesis Pharmaceuticals , Stratec Biomedical , Innate Pharma , Phylogica , Circadian Technologies , Transgene , Bavarian Nordic , Synta Pharmaceuticals , e-Therapeutics , Neovacs , MorphoSys , Evolva , 4SC , Hybrigenics , Ablynx , Evotec , Addex Therapeutics , Bionomics , Medcom Tech , Topotarget , Epigenomics , Oncolytics Biotech Inc , Omega Diagnostics Group , Vernalis , Wilex , Paion , Biotie Therapies Corp , Consort Medical , Allergy Therapeutics , Deltex Medical , Oxford BioMedica , GW Pharmaceuticals , Lombard Medical Technologies , BTG , Skyepharma , Imperial Innovations , Animalcare Group , Futura Medical

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Mining

04/03/2014
ASX Spotlight Conference – London, 6 March 2014
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Edison Investment Research is delighted to be working with ASX on its upcoming Spotlight Conference in London on 6 March. Below please find a link to the report Edison has produced for the event. It features profiles for each of the participating companies. We would like to thank ASX and the companies involved for their cooperation. For more information please contact Will Corkill: (JavaScript must be enabled to view this email address)

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Companies mentioned
Anteo Diagnostics , Benitec Biopharma , Wolf Minerals , Bionomics , See more..., GBST Holdings, Invion, Kina Petroleum, Nanosonics, Petrel Energy, RCR Tomlinson, Real Energy Simavita, Strata-X Energy, Tissue Therapies, Universal Biosensors