reports
- Benjaphol Suthwanish
- Desmond Chong Chee Wai
- Greater China Research Team
- Jonathan Koh
- Kasemsun Koonnara
- Malaysia Research Team
- Posmarito Pakpahan
- Singapore Research Team
- Vincent Khoo Boo Aik
Regional Morning Meeting Notes: Wednesday, February 04, 2026
Greater China Strategy | Alpha Picks: February Conviction Calls Chinese equities recovered in January, with the HSI and MSCI China rising 6.9% and 5.0% mom, respectively. Given the supportive macro policy environment, we maintain a constructive view on the markets despite risk of further volatility in February. Accordingly, we are adding Alibaba, Ganfeng Lithium, and Minth to our BUY list, while adding Meituan to our SELL list. Indonesia Company Results | Bank Negara Indonesia (BBNI IJ/B...
AES AES CORPORATION
OXB OXFORD BIOMEDICA PLC
OU8 CENTURION
FCT FRASERS CENTREPOINT TRUST
00823 LINK REAL ESTATE INVESTMENT TRUST
CC3 STARHUB LTD
S63 SINGAPORE TECHNOLOGIES ENGINEERING LTD
544 CSE GLOBAL LTD.
D05 DBS GROUP HOLDINGS LTD
C09 CITY DEVELOPMENTS LIMITED
00388 HONG KONG EXCHANGES & CLEARING LTD.
S68 SINGAPORE EXCHANGE LTD.
V03 VENTURE CORPORATION LIMITED
U96 SEMBCORP INDUSTRIES LTD.
F34 WILMAR INTERNATIONAL LIMITED
BN2 VALUETRONICS HOLDINGS
B8O YANGZIJIANG SHIPBUILDING (HOLDINGS) LTD.
00285 BYD ELECTRONIC (INTERNATIONAL) CO. LTD.
N2IU MAPLETREE COMMERCIAL TRUST
AJBU KEPPEL DC REIT
BUOU FRASERS LOGISTICS & COMMERCIAL TRUST
C52 COMFORTDELGRO CORPORATION LIMITED
C6L SINGAPORE AIRLINES LTD.
THAI THAI AIRWAYS INTERNATIONAL PCL
5347
Z74 TENAGA NASIONAL BHD
O39 SINGAPORE TELECOMMUNICATIONS LIMITED
M3I OVERSEA-CHINESE BANKING CORPORATION LIMITED
Y92 MINTH GROUP LIMITED
AP4 THAI BEVERAGE PUBLIC CO. LTD.
BN4 RIVERSTONE HOLDINGS
Q5T KEPPEL CORPORATION LIMITED
AP FAR EAST HOSPITALITY TRUST
SE AP THAILAND
SATS SP SEA ADS
D01 SATS LTD.
G13 DAIRY FARM INTERNATIONAL HOLDINGS LIMITED
TENAGA GENTING SINGAPORE LIMITED
CDREIT CDL HOSPITALITY TRUSTS
03690 MEITUAN CLASS B
YNS YINSON HOLDINGS BHD
RHBBANK RHB BANK BHD
SUN SUNTECH SA
KREIT KEPPEL REIT
MLT MAPLETREE LOGISTICS TRUST
NETLINK NETLINK NBN TRUST
SIE SIA ENGINEERING CO LTD
VSI V.S. INDUSTRY BERHAD
BAL BUMITAMA AGRI LTD
PREIT PARKWAYLIFE REAL ESTATE
SPOST SINGAPORE POST LTD
IJM IJM CORP BHD
MINT MAPLETREE INDUSTRIAL TRUST
BURSA BURSA MALAYSIA BHD
FHT FRASERS HOSPITALITY TRUST
SSG SHENG SIONG GROUP LTD
RFMD RAFFLES MEDICAL GROUP LTD
TXG 10X GENOMICS INC CLASS A
TGIF 1933 INDUSTRIES
RSTON RIVERSTONE HOLDINGS LTD
1772 GANFENG LITHIUM CO. LTD. CLASS H
FRKN FRENCKEN GROUP LTD
MPM MARCO POLO MARINE LTD
09988 ALIBABA GROUP HOLDING LTD.
09999 NETEASE INC
CICT CAPITALAND INTEGRATED COMMERCIAL TRUST
LREIT SP LENDLEASE GLOBAL COMMERCIAL REIT
HMN ASCOTT RESIDENCE TRUST
SE US SEA LIMITED
CVL CIVMEC
06160 BEIGENE LTD.
9CI CAPITALAND INVESTMENT LTD
09888 BAIDU INC
BBNI BANK NEGARA INDONESIA PERSER
123F 123FAHRSCHULE SE
BCOW 1895 BANCORP OF WISCONSIN INC
CLAR CAPITALAND ASCENDAS REIT
DCRU DIGITAL CORE REIT MANAGEMENT PTE. LTD.
STM SEATRIUM LTD
EPIC 1CM INC
Z29 029 GROUP SE
LAGENDA LAGENDA PROPERTIES BHD
PEKAT PEKAT GROUP BHD
PAN SP PAN-UNITED CORPORATION (PAN SP)
1523 PLOVER BAY TECHNOLOGIES LTD (1523 HK)
ZETRIX MK ZETRIX AI (ZETRIX MK)
OXB MK OXFORD INNOTECH BHD (OXB MK)
002371 CH NAURA TECHNOLOGY GROUP CO LTD
OXB honoured at 2025 CDMO Leadership Awards Europe in ‘Cell & Gene The...
OXB honoured at 2025 CDMO Leadership Awards Europe in ‘Cell & Gene Therapy’ category Oxford, UK – 29 October 2025: OXB (LSE: OXB), a global quality and innovation-led cell and gene therapy CDMO, today announces it has been recognised as a Champion in the ‘Cell & Gene Therapy’ category at the 2025 CDMO Leadership Awards Europe in Frankfurt. The prestigious Champion title is awarded to the highest-scoring CDMO in each category, based on direct feedback from biopharmaceutical professionals who have recently partnered with CDMOs. This recognition demonstrates OXB’s excellence in quality, inn...
OXB to participate in upcoming investor conferences and events
OXB to participate in upcoming investor conferences and events OXB to participate in upcoming investor conferences and events Oxford, UK – 27 October 2025: OXB (LSE: OXB), a global quality and innovation-led cell and gene therapy CDMO, today announces that members of its senior management team, including Dr. Frank Mathias, Chief Executive Officer, and Dr. Lucy Crabtree, Chief Financial Officer, will participate in the following upcoming investor conferences and events. Details are provided below. Conferences Stifel Healthcare Conference (New York) Date: 11 November 2025Fireside chat: 13...
OXB expands US footprint with acquisition of commercial-scale viral ve...
OXB expands US footprint with acquisition of commercial-scale viral vector facility in North Carolina OXB acquires Resilience’s site in North Carolina, an FDA-approved, commercial-scale viral vector manufacturing facility In line with OXB’s previously announced strategy to add US GMP capacity across drug substance and fill-finish to meet growing client demand Strengthens OXB’s global CDMO network and enhances service offering for existing and prospective clientsSupports existing near and medium-term financial guidance Oxford, UK – 7 October 2025: OXB (LSE: OXB), a global quality and innova...
Oxford BioMedica: 1 director
A director at Oxford BioMedica bought 67,000 shares at 450p and the significance rating of the trade was 63/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly s...
AGM Update
AGM Update Oxford, UK – 11 June 2025: OXB (LSE: OXB) (“the Company”), a global quality and innovation-led cell and gene therapy CDMO, provides an update to coincide with its Annual General Meeting being held at 3pm BST today at Windrush Court, Oxford, UK. OXB has demonstrated strong commercial momentum and made good operational and commercial progress in the year 2025 to date, as it continues to provide viral vector manufacturing services to a diversified portfolio of clients. The Company remains on track to deliver the outlook set out in the Preliminary Results for the year ended 31 Decem...
OXB Highlights the Launch of its Innovation and Technology Excellence ...
OXB Highlights the Launch of its Innovation and Technology Excellence Board Oxford, UK – 03 June 2025: OXB (LSE: OXB) (“the Company”), a global quality and innovation-led cell and gene therapy CDMO, today highlights the launch of its Innovation and Technology Excellence Board (ITEB). The ITEB brings together leading experts in cell and gene therapy, scientific innovation, and advanced manufacturing. It will advise OXB on technology priorities, innovation opportunities and emerging trends that support the Company’s growth as a pure-play CDMO. The newly formed advisory board, which held ...
OXB to Present at the 28th Annual Meeting of the American Society of G...
OXB to Present at the 28th Annual Meeting of the American Society of Gene and Cell Therapy (ASGCT) OXB to Present at the 28th Annual Meeting of the American Society of Gene and Cell Therapy (ASGCT) Oxford, UK – 9 May 2025: OXB (LSE: OXB), a global quality and innovation-led cell and gene therapy CDMO, today announces its participation in the 28th Annual Meeting of the American Society of Gene and Cell Therapy (ASGCT), taking place from 13–17 May 2025 at the Ernest N. Morial Convention Center in New Orleans, Louisiana. The Company will exhibit at Booth #1611, where delegates can meet OXB’s...
Preliminary results for the year ended 31 December 2024
Preliminary results for the year ended 31 December 2024 ~ Strong commercial momentum underpins transformative financial performance ~ Strong 2024 financial performance in line with guidance Revenue growth of 44% to £128.8 million compared to 2023, organic revenue growth of 81%1Operating EBITDA2 loss of £(15.3) million for the full year in line with expectations, Operating EBITDA profit of £5.0 million achieved in second half of 2024 Contracted value of client orders3 signed during 2024 reached approximately £186 million at 31 December 2024, an increase of c.35% compared to £138 million i...
OXB honoured at 2025 CDMO Leadership Awards in 'Cell & Gene Therapy – ...
OXB honoured at 2025 CDMO Leadership Awards in 'Cell & Gene Therapy – Global' category OXB honoured at 2025 CDMO Leadership Awards in 'Cell & Gene Therapy – Global' category Oxford, UK – 21 March 2025: OXB (LSE: OXB) (the "Company"), a quality and innovation-led cell and gene therapy CDMO, today announces that the Company has been recognised as a winner in the 'Cell & Gene Therapy – Global' category at the 2025 CDMO Leadership Awards. The annual CDMO Leadership Awards recognise excellence in contract development and manufacturing based on independent surveys from leading global biopharma ...
OXB to present at the Leerink Partners Global Healthcare Conference
OXB to present at the Leerink Partners Global Healthcare Conference OXB to present at the Leerink Partners Global Healthcare Conference Oxford, UK – 26 February 2025: OXB (LSE: OXB), a global quality and innovation-led cell and gene therapy CDMO, today announces that Dr. Lucinda Crabtree, Chief Financial Officer, will take part in a fireside chat at the Leerink Partners Global Healthcare Conference in Miami, Florida on Tuesday, 11 March 2025 at 2:20 PM EDT / 6:20 PM GMT. A live webcast of the fireside chat will be available on the ‘Investor Relations’ section of OXB’s website under ‘Resu...
OXB’s lentiviral vector manufacturing technology to support Boehringer...
OXB’s lentiviral vector manufacturing technology to support Boehringer Ingelheim’s newly initiated Phase I/II trial of first-in-class gene therapy for cystic fibrosis OXB’s lentiviral vector manufacturing technology to support Boehringer Ingelheim’s newly initiated Phase I/II trial of first-in-class gene therapy for cystic fibrosis Commencement of LENTICLAIR™ 1 trial, utilising OXB lentiviral vectors; builds on long term collaboration with Boehringer Ingelheim Oxford, UK – 20 February 2025: OXB (LSE: OXB), a global quality and innovation-led cell and gene therapy CDMO, today announces tha...
Appointment of Joint Corporate Broker and Joint Financial Adviser
Appointment of Joint Corporate Broker and Joint Financial Adviser Oxford, UK – 5 February 2025: OXB (LSE: OXB), a quality and innovation-led cell and gene therapy CDMO, today announces the appointment of Jefferies International Limited ("Jefferies") as its Joint Corporate Broker and Joint Financial Adviser, to work alongside RBC Capital Markets, with immediate effect. -Ends- Enquiries: OXB: Sophia Bolhassan, Head of Investor Relations – T: +44 (0) 1865 509 737 / E: ICR Healthcare:T: +44 (0)20 3709 5700 / E: Mary-Jane Elliott / Angela Gray / Davide Salvi About OXB OXB (LS...
- Brian Moretta
- Mark Thomas
- Martin Hall
Hardman & Co Monthly: January 2025
Feature article: Hardman & Co Healthcare Index, 2024 – Tough year for Life Sciences By Dr Martin Hall The main function of the HHI is to monitor the performance, and to highlight the attractiveness, of life sciences investments over the long term, and to try to identify those stocks that have disruptive technologies that consistently allow them to outperform both the index and the markets. Many of the 53 constituents of the index are high-risk, with micro-capitalisations and a long way from pro...
CLBX CELLBXHEALTH PLC
DEMG DELTEX MEDICAL GROUP PLC
TSTL TRISTEL PLC
TRX TISSUE REGENIX GROUP
EKF EKF DIAGNOSTICS HOLDINGS
ODX OMEGA DIAGNOSTICS
AVCT AVACTA GROUP
PHP PRIMARY HEALTH PROPERTIES PLC
AGY ALLERGY THERAPEUTICS PLC
ARBB ARBUTHNOT BANKING GROUP
APH ALLIANCE PHARMA PLC
FUM FUTURA MEDICAL PLC
ALNOV NOVACYT SAS
VLG VENTURE LIFE GROUP
RECI REAL ESTATE CREDIT INVESTMENTS
IMM IMMUPHARMA
PRM PROTEOME SCIENCES PLC
ACSO ACCESSO TECHNOLOGY GROUP
GNS GENUS PLC
SUN SURGICAL INNOVATIONS GROUP PLC
AMS ADVANCED MEDICAL SOLUTIONS GROUP PLC
OMG OXFORD METRICS
EAH ECO ANIMAL HEALTH GROUP
JDG JUDGES SCIENTIFIC
VTAS VOLTA FINANCE (GBP)
SDI SDI GROUP
HVO HVIVO
INDV INDIVIOR PLC
VAL VALIRX
FARON FARON PHARMACEUTICALS OY
ONC ONCIMMUNE HOLDINGS
STX SHIELD THERAPEUTICS
CSN CHESNARA PLC
SNG SYNAIRGEN PLC
IPO IP GROUP
HAT H&T GROUP
SCLP SCANCELL HOLDINGS
SYNC SYNCONA
CIR CIRCASSIA GROUP
SPI SPIRE HEALTHCARE GROUP PLC
AGR ASSURA PLC
APAX APAX GLOBAL ALPHA
ICGT ICG ENTERPRISE TRUST
GDR GENEDRIVE
CTEC CONVATEC GROUP PLC
CREO CREO MEDICAL GROUP
SBTX SKINBIOTHERAPEUTICS
A0MXLB NB PRIVATE EQUITY PARTNERS
FAB FUSION ANTIBODIES
IXI IXICO
OXB OXFORD BIOMEDICA PLC
ABDX ABINGDON HEALTH
IMCR IMMUNOCORE HOLDINGS ADS
POLX POLAREAN IMAGING
AREC ARECOR THERAPEUTICS
ONT OXFORD NANOPORE TECHNOLOGIES PLC
SLN SILENCE THERAPEUTICS PLC
SAR SAREUM HOLDINGS PLC
BAI BENEVOLENTAI
4BB 4BASEBIO PLC
TISSUE REGENIX GROUP PLC
- Martin Hall
Hardman & Co Healthcare Index: 2024 – Tough year for Life Sciences
The Hardman & Co Healthcare Index (HHI) has been running since 2009. Its main function is to highlight the attractions of life sciences investments over the long term. For the third year running, despite generally good returns in global markets, particularly in the US, performance in 2024 was poor, not helped by the capital-intensive nature of the sector. The HHI fell 17.7% to 398.9, underperforming all its benchmarks – FTSE 100 (+5.7%), FTSE All-Share (5.6%) and the FTSE AIM All-Share Index (-5...
CLBX CELLBXHEALTH PLC
DEMG DELTEX MEDICAL GROUP PLC
TSTL TRISTEL PLC
TRX TISSUE REGENIX GROUP
EKF EKF DIAGNOSTICS HOLDINGS
ODX OMEGA DIAGNOSTICS
AVCT AVACTA GROUP
PHP PRIMARY HEALTH PROPERTIES PLC
AGY ALLERGY THERAPEUTICS PLC
APH ALLIANCE PHARMA PLC
FUM FUTURA MEDICAL PLC
ALNOV NOVACYT SAS
VLG VENTURE LIFE GROUP
IMM IMMUPHARMA
PRM PROTEOME SCIENCES PLC
GNS GENUS PLC
SUN SURGICAL INNOVATIONS GROUP PLC
AMS ADVANCED MEDICAL SOLUTIONS GROUP PLC
OMG OXFORD METRICS
EAH ECO ANIMAL HEALTH GROUP
JDG JUDGES SCIENTIFIC
SDI SDI GROUP
HVO HVIVO
INDV INDIVIOR PLC
VAL VALIRX
FARON FARON PHARMACEUTICALS OY
ONC ONCIMMUNE HOLDINGS
STX SHIELD THERAPEUTICS
SNG SYNAIRGEN PLC
IPO IP GROUP
SCLP SCANCELL HOLDINGS
SYNC SYNCONA
CIR CIRCASSIA GROUP
SPI SPIRE HEALTHCARE GROUP PLC
AGR ASSURA PLC
GDR GENEDRIVE
CTEC CONVATEC GROUP PLC
CREO CREO MEDICAL GROUP
SBTX SKINBIOTHERAPEUTICS
FAB FUSION ANTIBODIES
IXI IXICO
OXB OXFORD BIOMEDICA PLC
TXG 10X GENOMICS INC CLASS A
ABDX ABINGDON HEALTH
IMCR IMMUNOCORE HOLDINGS ADS
POLX POLAREAN IMAGING
AREC ARECOR THERAPEUTICS
ONT OXFORD NANOPORE TECHNOLOGIES PLC
SLN SILENCE THERAPEUTICS PLC
SAR SAREUM HOLDINGS PLC
BAI BENEVOLENTAI
4BB 4BASEBIO PLC
Z29 TISSUE REGENIX GROUP PLC
029 GROUP SE
OXB to host a free webinar on accelerating development of viral vector...
OXB to host a free webinar on accelerating development of viral vectors through automated manufacturing and analytical development OXB to host a free webinar on accelerating development of viral vectors through automated manufacturing and analytical development Oxford, UK – 20 November 2024: OXB (LSE: OXB), a quality and innovation-led cell and gene therapy CDMO, today announces it will host a free 60-minute webinar exploring how advanced robotics can be used to speed up the development of viral vector drug products. The webinar titled "Accelerating Viral Vector Manufacturing: The Use of ...
Interim Results for the Six Months Ended 30 June 2024
Interim Results for the Six Months Ended 30 June 2024 Press release OXFORD BIOMEDICA PLCINTERIM RESULTS FOR THE SIX MONTHS ENDED 30 JUNE 2024 Delivering Pure-Play CDMO Growth Strategy Continued execution of "One OXB" strategy with global integration progressing across UK, US and French operationsExisting near-term and medium-term financial guidance reiterated, supported by positive growth trajectory of the business Continued strong demand for OXB's CDMO services, with an increase in number of late stage programmes Client portfolio is maturing and now includes 37 clients and 48 programme...
Oxford Biomedica rebrands as OXB reinforcing transformation into leadi...
Oxford Biomedica rebrands as OXB reinforcing transformation into leading global cell and gene therapy CDMO Oxford Biomedica rebrands as OXB reinforcing transformation into leading global cell and gene therapy CDMO Oxford, UK – 18 September 2024: OXB (LSE:OXB), a quality and innovation-led cell and gene therapy CDMO, today announces the launch of its new corporate brand. Oxford Biomedica is rebranding as OXB, unveiling a more modern and recognisable visual identity that reinforces its transformation into a global pure-play cell and gene therapy CDMO. The new identity reflects OXB’s unique ...
Lucinda Crabtree joins Oxford Biomedica as Chief Financial Officer tod...
Lucinda Crabtree joins Oxford Biomedica as Chief Financial Officer today Lucinda Crabtree joins Oxford Biomedica as Chief Financial Officer today Oxford, UK – 2 September 2024: Oxford Biomedica plc (LSE:OXB) (“Oxford Biomedica”, "OXB" or “the Company”), a quality and innovation-led cell and gene therapy CDMO, announces that Lucinda (Lucy) Crabtree Ph.D. has today joined Oxford Biomedica as Chief Financial Officer (CFO) and board member. Lucinda’s appointment was previously on 17 July 2024. Lucinda Crabtree was previously at MorphoSys AG where she served as CFO, leading a finance team acr...
Oxford Biomedica to host a free webinar showcasing its AAV expertise
Oxford Biomedica to host a free webinar showcasing its AAV expertise Oxford Biomedica to host a free webinar showcasing its AAV expertise Oxford, UK - 27 August 2024: On Wednesday 11 September 2024, Oxford Biomedica, a quality and innovation-led cell and gene therapy CDMO, will host a free 60-minute webinar on its adeno-associated virus (AAV) development expertise and showcase their recent breakthroughs. The webinar titled “Advanced AAV Processing and Potency through Characterisation of Capsid and Payload Heterogeneity” will feature presentations by: Sarah Laughlin-Toth, PhD, Senior Scie...
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