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Malin Corporation

Poseida - $110m financing round

We think today’s Series D funding round, led by Fidelity Management Research Company (FMR), is supportive of Poseida’s potential near-term IPO. Malin has not participated in this round...

Malin Corporation

Poseida files for IPO of up to $115m

With Poseida filing for IPO on NASDAQ, Malin is one step closer to crystallising value in this key priority asset. The IPO could become effective mid-late July. Recent IPO activity suggests...

Clinigen

Time to shine; initiating coverage with an ‘Outperform’ rating

Clinigen has spent a decade building a platform that now provides extensive reach across a pharma product’s lifecycle. Key to its strategy is linking earlier stage healthcare services...

Amryt Pharma

Distribution deal for Myalepta across CEE region

Amryt has today announced a distribution agreement with Swixx BioPharma (Swixx), which will distribute Myalepta across 17 jurisdictions in Central and Eastern Europe (CEE). Myalepta is...

UDG Healthcare plc

30% relative valuation gap to US peers provides opportunity

UDG delivered an excellent set of H1 20 results and, although backward looking, these should prove indicative of the strength of its operating model once current disruptions ease....

Amryt Pharma

New Amryt, strong off the blocks

Amryt’s results this morning provide us with more clarity on how it is performing post the Aegerion acquisition (late Q3 2019). The numbers are impressive; strong revenue growth,...

Amryt Pharma

Timelines firmed up for AP101 trial

Amryt has closed enrolment in its AP101 Phase III trial for epidermolysis bullosa (EB). This decision was made in light of COVID-19 impacts on patient recruitment and given that the trial...

UDG Healthcare plc

Trading and COVID-19 update

Who knows where FY 2020 EPS for UDG Healthcare (UDG) will land; flat year-on-year (yoy)? -10% yoy? In many respects, this misses the point. We know that UDG’s balance sheet is in...

Uniphar

FY 2019: delivering to plan; valuation highly attractive

Uniphar continues to build a track record post IPO of delivering on both strategy and numbers. This morning’s trading update suggests that it is on track to meet our 2019 forecasts....

Malin Corporation

3D4 Medical sold at 10% premium

Malin has announced the sale of 3D4 Medical for an estimated €45m/$50m, of which Malin will net cash proceeds of €17m. This sale is evidence of Malin executing on its strategy to realise...