Bull, Bear & Beyond by Edison Group

In this interview, we speak with SynAct Pharma CEO Jeppe Øvlesen and CBO Mads Bjerregaard about the strong momentum generated at the BIO International Convention in San Diego and what it means for the partnering prospects for lead asset resomelagon. They discuss the strong interest from global pharmaceutical companies following the ADVANCE Phase IIb data, why resomelagon’s differentiated non-immun...

Get the lowdown from Edison’s Arron Aatkar on Worldwide Healthcare Trust (WWH), which delivered a meaningful return to form in FY26. WWH is a specialist investment trust offering diversified exposure to global healthcare. ************************************************************************************** About ‘Bull, Bear & Beyond’ Bull, Bear & Beyond': features candid conversations wit...

In this interview, we speak with Dr Marc Gitzinger, founder and CEO of BioVersys, about the strong momentum across the company’s antibiotics pipeline and the milestones shaping its next phase of growth. Marc discusses the advancement of lead candidate BV100 into the global Phase III RIV-TARGET trial for carbapenem-resistant Acinetobacter baumannii (CRAB) infections, the strategic significance of t...

In this interview, we speak with Basilea Pharmaceutica CEO David Veitch and CFO Adesh Kaul about the strategy driving one of the world’s leading pure-play anti-infectives companies. They discuss Basilea’s differentiated business model, how disciplined in-licensing, strategic partnering and non-dilutive R&D funding support from government agencies have underpinned its long-term success, and why...

In this Vantage interview, Neil Shah sits down with Henry Curra, global head of tanker research at Braemar, to explore how recent geopolitical tensions surrounding Iran and the Strait of Hormuz have transformed global shipping markets. Henry explains Braemar’s role at the centre of commodity transportation and outlines how tanker freight rates are driven not just by oil volumes, but by vessel avai...

In this interview, Ajax Resources CEO Ippolito Cattaneo discusses Macacha’s anticipated Environmental Impact Assessment approval, Reveille and the company’s Euronext Growth Oslo exchange listing. He also covers recent developments at Pereira Velho and how he intends to maintain Ajax’s rapid growth profile. Ajax Resources acquires and develops assets with historical production, unexploited reserves...

Edison’s investment companies team recently published a review on BlackRock Greater Europe Investment Trust (ticker: BRGE). In recent months, there have been subtle changes in the investment process following the appointment of new managers. Brian Hall brings a more quality/value approach following an extended period of growth-style headwinds, while Benjamin Moore provides an increased valuation a...

In this interview, we speak with Dr Rahul Agrawal, chief medical officer and head of R&D at Cereno Scientific, about the latest findings from the Expanded Access Programme (EAP) for the company’s lead candidate, CS1, in pulmonary arterial hypertension (PAH). He discusses how investors should interpret the long-term safety and clinical observations in the context of the study’s exploratory desi...

Hear from Edison’s Milosz Papst on Halyk Bank, Kazakhstan’s leading financial group, whose market-leading position, robust returns and consistent dividend payouts make it a compelling way to access Central Asia’s largest economy. **************************************************************************************  About ‘Bull, Bear & Beyond’  Bull, Bear & Beyond': features cand...

Hear from Edison’s Milosz Papst on Patria Private Equity Trust, whose focus on the European private equity mid-market, specialist managers and broad portfolio diversification underpins its long-term investment proposition. ************************************************************************************** About ‘Bull, Bear & Beyond’ Bull, Bear & Beyond': features candid conversations wi...

Discover Edison’s latest views from Milosz Papst on ProCredit Holding, the emerging Europe-focused specialist bank pursuing growth, digitalisation and improved capital efficiency to enhance shareholder returns. ************************************************************************************** About ‘Bull, Bear & Beyond’ Bull, Bear & Beyond': features candid conversations with senior ex...

In this interview, Richard Shepherd-Cross, the fund manager of Custodian Property Income REIT (CREI), discusses the company’s strong performance in FY26, his positive view on the commercial property market and the progress being made with CREI’s growth strategy. With rental growth having broadened across all sectors in the past year and yields having stabilised, Richard feels that commercial real...

In this interview, we speak with Mads Bjerregaard, chief business officer of SynAct Pharma, following the release of top-line results from the Phase IIb ADVANCE study of resomelagon in rheumatoid arthritis. He discusses the key takeaways from the results, which did not achieve statistical significance on the primary DAS28-CRP endpoint but demonstrated encouraging efficacy signals, including an ACR...

In this Vantage interview, Edison's Neil Shah speaks with Craig Martin, chairman of Dynam Capital, who looks back at the 20-year history of VietNam Holding, an investment company that pursues an all-cap, high-conviction, valuation-aware strategy focused on Vietnamese equities. He explains the Vietnamese government’s capitalist mindset and how its drive towards domestic reforms are illustrated by i...

In this interview, Molten Ventures CFO Andrew Zimmermann discusses the company’s FY25 performance, highlighting 13% gross portfolio value growth and 26% growth in the core portfolio. Growth was driven by holdings across multiple segments, including Revolut in fintech, Ledger in crypto and blockchain, ICEYE and Isar in space, Aircall in enterprise technology and Riverlane in quantum computing. This...

In our latest Edison deep dive, Neil Shah sits down with Ariel Flores, SVP Capital Development, Upstream at bp, for a candid update on a business in the middle of a quiet transformation. Flores walks through a standout 2025: 96% plant reliability, seven of 10 major projects online and the group’s biggest discovery in a quarter of a century – the world-class Boomerang field in Brazil. He explains h...

Get the lowdown from Edison’s Milosz Papst on VietNam Holding, which will soon celebrate its 20th anniversary. VietNam Holding pursues an all-cap, high-conviction, valuation-aware strategy focused on Vietnamese equities. ************************************************************************************** About ‘Bull, Bear & Beyond’ Bull, Bear & Beyond': features candid conversations with...

In this interview, we speak with Kurt Budge, CEO of Leading Edge Materials, about the strategic development of the Norra Kärr heavy rare earth project in Sweden. He provides an update on the pending mining lease decision, discusses the redesigned flow sheet that decouples extraction from processing to streamline environmental permitting, and explains the significance of the deposit's high dysprosi...

In this interview, Denis Jackson, CEO of The Law Debenture Corporation (LWDB), and Laura Foll, from Janus Henderson, co-manager of the investment portfolio with James Henderson, discuss the investment trust’s differentiated structure, how this has delivered consistent outperformance and its expected resilience in more uncertain economic and market conditions. We recently reviewed LWDB’s 2025 finan...

Why are the world’s growth investors quietly favouring ‘shovel makers’ over ‘miners’? In this Vantage interview, Alex Gunz, manager of the Heptagon Future Trends Equity Fund , which has just passed its 10-year anniversary, explains why the AI story is far bigger than GPUs and data centres, and where the most durable opportunities are hiding. Alex makes the case for ‘halo’ assets – heavy asset, low...

In this interview, we speak with Sten Sörensen, CEO of Cereno Scientific, about the company’s strong start to 2026 and the key takeaways from the Q126 results. He provides updates on CS1 ahead of its planned Phase IIb trial in pulmonary arterial hypertension (PAH), discusses the advancement of CS014 in PH associated with interstitial lung disease (PH-ILD) and the ongoing pharmacokinetic bridging s...

In this interview, Sebastian Grabmaier, CEO of JDC Group, explains the effects of AI on the insurance market in general and its impact on the Insurtech platform company in particular. We discuss how he sees AI as the largest game changer since the internet but also how its effects may not be as immediate as feared by the market. He explains that with the access to data, infrastructure and customer...

In this interview, we speak to Carlos Buesa, CEO of Oryzon Genomics, with a focus on the company’s top strategic priority, iadademstat, in first-line acute myeloid leukaemia (AML). We discuss the drug’s mechanism of action, Oryzon’s ongoing clinical programmes in AML – particularly in the first-line setting – and the interim data due to be presented at the EHA conference in June. We also explore t...

In this interview, Murat Koshenov, CFO and deputy CEO of Halyk Bank, discusses the role of Kazakhstan as the largest economy in Central Asia and a gateway between China, Europe and the Middle East. He provides background on Halyk Bank’s role in supporting the growth of the local economy, explains how Halyk Bank is navigating the high-inflation, high-interest rate environment in Kazakhstan and elab...

In this interview, Lucie Majstrova, investment specialist for private companies at Baillie Gifford, discusses The Schiehallion Fund, which seeks to generate capital growth for investors through long-term minority investments in later-stage private businesses that it considers to have transformational growth potential and the potential to become publicly traded. Majstrova discusses the significance...