reports
- Johnny Yum
Strategy - Alpha Picks: First Month Of Underperformance In 2024
Our portfolio underperformed for the first time in 2024, delivering a 5.7% decline in May 24 compared with the JCI’s -3.6% return. Recent winners such as ACES and JSMR suffered the largest magnitude of decline, but we view this as an opportunity to add positions as their fundamentals are still positive. We add EXCL for its synergies with FREN and drop AKRA as its land sales could be delayed until 2H24. Our picks are EXCL, BSDE, TLKM, ACES, BBTN, CMRY, SIDO and JSMR.
- Lynn Song
- Min Joo Kang
- Nicky Mapa
- Rob Carnell
- Ceilica Su Rui
- Jo Yee Ng
- Johnny Yum
- Jonathan Koh
- Shirley Wang Xueyi
- Singapore Research Team
- Stella Guo Yuting
- Tham Mun Hon
Regional Morning Meeting Notes: Monday, June 03, 2024
GREATER CHINA Economics PMI May 24 PMI back to contraction. Sector Macau Gaming May 24 GGR up 9% mom. INDONESIA Strategy Alpha Picks: First Month Of Underperformance In 2024 Our picks are EXCL, BSDE, TLKM, ACES, BBTN, CMRY, SIDO, and JSMR. SINGAPORE Strategy Alpha Picks: Strong performance. Add CENT, CVL, SIA...
544 CSE GLOBAL LTD.
V03 VENTURE CORPORATION LIMITED
U96 SEMBCORP INDUSTRIES LTD.
JSMR PT JASA MARGA (PERSERO) TBK CLASS B
00027 GALAXY ENTERTAINMENT GROUP LIMITED
Z74 SINGAPORE TELECOMMUNICATIONS LIMITED
O39 OVERSEA-CHINESE BANKING CORPORATION LIMITED
BSDE PT BUMI SERPONG DAMAI TBK
599A SANDS CHINA LTD.
ACES PT ACE HARDWARE INDONESIA TBK
CENT CENTRAL GARDEN & PET COMPANY
PTI TELEKOMUNIKASI INDONESIA TBK PT (ADR)
FEHT FAR EAST HOSPITALITY TRUST
SIE SIA ENGINEERING CO LTD
SIDO INDUSTRI JAMU DAN FARMASI SI
TXG 10X GENOMICS INC CLASS A
FRKN FRENCKEN GROUP LTD
MPM MARCO POLO MARINE LTD
CVL CIVMEC
BBTN BANK TABUNGAN NEGARA PERSERO TBK PT
EXCL XL AXIATA TBK PT
MPACT MAPLETREE PAN ASIA COMMERCIAL TRUST
CMRY PT CISARUA MOUNTAIN DAIRY TBK
Z29 029 GROUP SE
- Johnny Yum
- Maskun Ramli
Immutep Announces Clinical Collaboration with MSD to Evaluate Efti in ...
Immutep Announces Clinical Collaboration with MSD to Evaluate Efti in Combination with KEYTRUDA® (pembrolizumab) in Pivotal Phase III Trial Phase III collaboration will evaluate efti in combination with KEYTRUDA, MSD’s anti-PD-1 therapy, and standard chemotherapy in first-line non-small cell lung cancer (1L NSCLC)TACTI-004 Phase III trial will enrol approximately 750 patients regardless of PD-L1 expression in order to address the entire 1L NSCLC market eligible for anti-PD-1 therapyUnder the collaboration, Immutep will conduct the registrational TACTI-004 Phase III trial and MSD will supply...
Mesoblast Corporate Presentation at Investor Conference
Mesoblast Corporate Presentation at Investor Conference NEW YORK, June 02, 2024 (GLOBE NEWSWIRE) -- Mesoblast Limited (Nasdaq:MESO; ASX:MSB), Chief Executive Silviu Itescu provided a corporate update at the Bell Potter Emerging Leaders Conference. Dr. Itescu reiterated that the Company expects to file this quarter the Biologics License Application (BLA) resubmission with the United States Food and Drug Administration (FDA) for its lead product candidate Ryoncil®(remestemcel-L) in the treatment of steroid-refractory acute graft versus host disease, with potential approval in the second ha...
HUTCHMED Highlights Publication of Phase III FRUTIGA Results in Nature...
HUTCHMED Highlights Publication of Phase III FRUTIGA Results in Nature Medicine Updated subgroup efficacy and quality of life data were also presented on June 1 at ASCO 2024 HONG KONG and SHANGHAI and FLORHAM PARK, N.J., June 03, 2024 (GLOBE NEWSWIRE) -- HUTCHMED (China) Limited (“”) (Nasdaq/AIM:HCM; HKEX:13) today announces that results from FRUTIGA, HUTCHMED’s Phase III trial of fruquintinib in combination with paclitaxel for the treatment of second-line advanced gastric cancer in China, were in Nature Medicine. Updated efficacy data in key subgroups and data on quality of life (Qo...
Caribou Biosciences Presents Encouraging Clinical Data from CB-010 ANT...
Caribou Biosciences Presents Encouraging Clinical Data from CB-010 ANTLER Phase 1 Trial in Second-line LBCL Patients at the 2024 American Society of Clinical Oncology (ASCO) Annual Meeting -- CB-010 allogeneic CAR-T cell therapy with partial HLA matching has potential to rival efficacy and safety profile of approved autologous CAR-T cell therapies -- -- 14.4 months median PFS in ANTLER patients with partial HLA matching (≥4 alleles) -- -- Plan to enroll ~20 additional 2L LBCL patients in ANTLER to confirm that partial HLA matching improves patient outcomes; initial data expected in H1 202...
Telix Completes TLX250-CDx (Zircaix™) BLA Submission for Kidney Cancer...
Telix Completes TLX250-CDx (Zircaix™) BLA Submission for Kidney Cancer Imaging MELBOURNE, Australia, June 03, 2024 (GLOBE NEWSWIRE) -- Telix Pharmaceuticals Limited (ASX: TLX, Telix, the Company) today announces that it has completed the submission of a Biologics License Application (BLA) to the United States (U.S.) Food and Drug Administration (FDA) for its investigational radiodiagnostic PET1 agent, TLX250-CDx (Zircaix™2, 89Zr-DFO-girentuximab), for the characterisation of renal masses as clear cell renal cell carcinoma (ccRCC). The rolling BLA submission, initiated in December 20233 w...
Preliminary Analysis of Data Evaluating Investigational Epcoritamab (D...
Preliminary Analysis of Data Evaluating Investigational Epcoritamab (DuoBody® CD3xCD20) Combination Demonstrates 95% Overall Response Rate in Patients with Previously Untreated Follicular Lymphoma Media Release COPENHAGEN, Denmark; June 2, 2024 Preliminary analysis of data from the EPCORE™ NHL-2 study demonstrates patients with previously untreated follicular lymphoma (FL) who received epcoritamab in combination with rituximab-lenalidomide (R2) experienced a 95% overall response rate (ORR) Results from the optimization cohort of the EPCORE™ NHL- 1 study show that mitigation strategies l...
Kaup Síldarvinnslunnar á Ice Fresh Seafood ehf. ganga til baka
Kaup Síldarvinnslunnar á Ice Fresh Seafood ehf. ganga til baka Stjórn Síldarvinnslunnar hf. hefur samþykkt beiðni Samherja hf. um að kaup félagsins á helmingshlut í sölufyrirtækinu Ice Fresh Seafood ehf. gangi til baka. Tilkynnt var um kaupin 26. september í fyrra með hefðbundnum fyrirvara um samþykki Samkeppniseftirlitsins. Að mati stjórnar Síldarvinnslunnar hf. hefur Samkeppniseftirlitið farið offari við skoðun málsins og gagnabeiðnir í engu samræmi við umgjörð viðskiptanna, sérstaklega í því ljósi að eingöngu er um að ræða sölu afurða á erlendum mörkuðum. Því líti út fyrir að gagnaöflu...
- Rune Majlund Dahl
Genmab (Buy, TP: DKK2600.00) - Acasunlimab as a combo on track
At this year’s ASCO Annual Meeting, we believe Genmab’s most significant contribution was the data from the ongoing phase II trial with Acasunlimab in NSCLC. Acasunlimab demonstrated better efficacy as a combination therapy than as a monotherapy, supporting our view that it will most likely progress to phase III as the former. We believe the tolerability profile looks manageable, given that any liver-related events can be treated with steroids. We reiterate our BUY but have lowered our target pr...
Merus Presents Interim Data on MCLA-145 Monotherapy and in Combination...
Merus Presents Interim Data on MCLA-145 Monotherapy and in Combination with Pembrolizumab at the 2024 ASCO® Annual Meeting UTRECHT, The Netherlands and CAMBRIDGE, Mass., June 02, 2024 (GLOBE NEWSWIRE) -- (Nasdaq: MRUS) (Merus, the Company, we, or our), a clinical-stage oncology company developing innovative, full-length multispecific antibodies (Biclonics® and Triclonics®), today announced updated interim clinical data on MCLA-145 monotherapy and in combination with pembrolizumab were presented at the 2024 American Society of Clinical Oncology® (ASCO®) Annual Meeting taking place in Chic...
Merus präsentiert Zwischenergebnisse zu MCLA-145 als Monotherapie und ...
Merus präsentiert Zwischenergebnisse zu MCLA-145 als Monotherapie und in Kombination mit Pembrolizumab auf der ASCO®-Jahrestagung 2024 UTRECHT, Niederlande, und CAMBRIDGE, Massachusetts, June 02, 2024 (GLOBE NEWSWIRE) -- (Nasdaq: MRUS) („Merus“, das „Unternehmen“, „wir“ oder „unser“), ein Unternehmen aus dem Bereich der klinischen Onkologie, das innovative multispezifische Antikörper in voller Länge (Biclonics® und Triclonics®) entwickelt, hat heute aktualisierte klinische Zwischenergebnisse zu MCLA-145 als Monotherapie und in Kombination mit Pembrolizumab auf der Jahrestagung 2024 der A...
Merus : présentation des données provisoires sur le MCLA-145 en monoth...
Merus : présentation des données provisoires sur le MCLA-145 en monothérapie et en association avec le pembrolizumab lors du congrès annuel 2024 de l’ASCO® UTRECHT, Pays-Bas et CAMBRIDGE, État du Massachusetts, 02 juin 2024 (GLOBE NEWSWIRE) -- (Nasdaq : MRUS), ci-après « Merus, la Société, nous, ou notre », une société spécialisée dans l’oncologie au stade clinique développant les anticorps multispécifiques innovants de pleine longueur Biclonics® et Triclonics®, annonce ce jour avoir présenté les nouvelles données cliniques provisoires sur le MCLA-145 en monothérapie et en association av...
Seer Technology Access Center Provides Unprecedented Scale and Depth o...
Seer Technology Access Center Provides Unprecedented Scale and Depth of Coverage for PrognomiQ’s Early Cancer Detection Study Combined Workflow of Proteograph™ XT Assay and Thermo Scientific™ Orbitrap™ Astral™ Mass Spectrometer Robustly Identifies over 13,000 Protein Groups Across a Study of 2,840 Subjects REDWOOD CITY, Calif., June 02, 2024 (GLOBE NEWSWIRE) -- Seer, Inc. (Nasdaq: SEER), a leading life sciences company commercializing a disruptive new platform for proteomics, announced today that PrognomiQ has completed the largest and deepest unbiased mass spectrometry plasma biomarker...
Puma Biotechnology Announces Presentation of Findings from a Phase II ...
LOS ANGELES--(BUSINESS WIRE)-- Puma Biotechnology, Inc. (NASDAQ: PBYI), a biopharmaceutical company, announced the presentation of biomarker findings from a Phase II randomized clinical trial of alisertib alone vs. alisertib + fulvestrant for the treatment of patients with endocrine and CDK4/6 inhibitor (CDK 4/6i) resistant, human epidermal growth factor receptor 2-negative (HER2-negative), hormone receptor-positive metastatic breast cancer (TBCRC 041; Clinicaltrials.gov identifier NCT02860000) at the 2024 American Society of Clinical Oncology (ASCO) Annual Meeting currently being held in Chic...
Nanobiotix Announces New Data Showing Disease Control and Tumor Respon...
Nanobiotix Announces New Data Showing Disease Control and Tumor Response in Patients Treated With RT-Activated NBTXR3 Followed By anti-PD-1 For 2l+ R/M HNSCC Naïve or Resistant to Prior anti-PD-1 Therapy Data show favorable safety and feasibility in 68 heavily pre-treated patients with R/M-HNSCC (Intention-to-Treat population; “ITT”) who received RT-activated NBTXR3 followed by anti-PD-1 as a second-or-later line treatment48% ORR in evaluable anti-PD-1 naïve patients (n=25); 28% ORR in evaluable anti-PD-1 resistant patients (n=25) as per RECIST 1.176% DCR in evaluable naïve patients; 68% DC...
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