InvestmentSummaryOxford Nanopore Technologies PLC has emerged as one of the most innovative players in the global DNA and RNA sequencing market. Its proprietary nanopore platform offers real-time, scalable, and uniquely portable sequencing solutions that complement and in many cases displace legacy short-read technologies. StrongDemandgrowth …
InvestmentSummaryPureTech Health PLC is a clinical-stage biotherapeutics company with a differentiated 'hub-and-spoke' platform model that develops and selectively spins out novel therapeutic programmes through a network of founded entities. The combination of an internal wholly-owned pipeline, valuableEquitystakes in spun-out companies and a track record …
InvestmentSummarySandoz Group AG, the global generics andBiosimilarsleader spun out of Novartis in late 2023, has rapidly established itself as one of the most strategically positioned players in cost-effective medicines. The combination of a renewed corporate identity, sharpenedCapitaldiscipline, a robust biosimilars pipeline and rising globalDemandfor …
InvestmentSummaryHikma Pharmaceuticals PLC is a global multinational pharmaceutical company with a differentiated combination of injectablesLeadershipin the United States, a high-quality genericsBusinessand a leading branded pharmaceuticalsFranchiseacross the Middle East and North Africa. The company has consistently demonstrated disciplined execution, strong cash generation andShareholder-friendlyCapitalreturns. With improving …
InvestmentSummaryHUTCHMED (China) Limited is an innovative, commercial-stage biopharmaceutical company focused on the discovery, global development and commercialisation of targeted therapies and immunotherapies for cancer and immunological diseases. Headquartered in Hong Kong with major operations in Shanghai, the company has built one of the deepest …
InvestmentSummaryNiox Group PLC is a specialty respiratory diagnostics company focused on the development and commercialisation of FeNO (fractional exhaled nitric oxide) testing devices used in the diagnosis and management of asthma and related airway conditions. The company's NIOX VERO and NIOX VERO Junior devices …
InvestmentSummaryOXB, known historically as Oxford Biomedica, is a contract development andManufacturingorganisation focused exclusively on viral vectors used in cell and gene therapies, vaccines and oncolytic virus applications. The accelerating shift across the biopharmaceutical industry towards advanced therapies, the increasing reliance on outsourced manufacturing partners …
InvestmentSummaryIntegrated Diagnostics Holdings PLC, known as IDH, is a leading consumer healthcare provider in the Middle East and Africa, operating one of the largest private medical laboratory networks across Egypt, Jordan, Sudan and Nigeria. With more than 500 branches, 50 million tests delivered annually …
InvestmentSummaryGenus PLC is a world leader in animal genetics, providing porcine and bovine breeding products and services to livestock producers worldwide. The company's combination of scientificLeadership, decades of accumulated genetic data, advanced reproductive technologies and global commercial reach gives it a deep and durable …
InvestmentSummaryGSK plc has emerged from a multi-year strategic reshaping as a more focused biopharmaceutical group concentrated on vaccines, specialty medicines and HIV. The 2022 demerger of the consumer healthcareBusinessinto Haleon allowed the group to redirectCapital, attention and management bandwidth towards a higher-growth research-led portfolio. …