reports
- 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...
AGL ANGLE 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...
AGL ANGLE 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
- Martin Hall
Hardman & Co Insight: Survival of the UK life sciences sector
For two years running, the Hardman & Co Healthcare index has declined, underperforming both the FTSE 100 and the FTSE All-Share indices. This is quite unusual for healthcare stocks. Apart from the general economic influences, which have made institutions more risk-averse, there was a common knowledge that several companies were in need of additional working capital; so, share prices were marked down in anticipation of equity raises. However, the small- and mid-cap life sciences sector has alway...
ETX E-THERAPEUTICS
AGY ALLERGY THERAPEUTICS PLC
AVO ADVANCED ONCOTHERAPY
YGEN YOURGENE HEALTH
ALNOV NOVACYT SAS
C4XD C4X DISCOVERY HOLDINGS
REDX REDX PHARMA
GDR GENEDRIVE
GSK GLAXOSMITHKLINE PLC
AZN ASTRAZENECA PLC
CTEC CONVATEC GROUP PLC
RENE RENEURON GROUP
0008964D INDIVIOR INC
IMCR IMMUNOCORE HOLDINGS ADS
ONT OXFORD NANOPORE TECHNOLOGIES PLC
SLN SILENCE THERAPEUTICS PLC
TRX TISSUE REGENIX GROUP PLC
Convatec Group PLC: Director/ PDMR Shareholding
Convatec Group PLC (CTEC) Convatec Group PLC: Director/ PDMR Shareholding 12-March-2024 / 16:00 GMT/BST 12 March 2024 Convatec Group Plc(“Convatec” or “the Company”) Director/ PDMR Shareholding The Company has been notified of the following transactions in relation to Persons Discharging Managerial Responsibility (“PDMR”) in respect of ordinary shares of 10 pence each in the Company (“Shares”). Grant of Awards under the Company’s Long Term Incentive Plan (“LTIP”) On the 11 March 2024, awards were granted to Karim Bitar, Chief Executive Officer and Jonny Mason, Chief Fin...
- Martin Hall
Hardman & Co Healthcare Index: 2023 – Capital demands dent performance
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 second year running, apart from global economic influences affecting world markets, performance in 2023 was dented by the capital-intensive nature of the sector. The HHI fell 3.7%, to 483.8, underperforming the main London markets – FTSE 100 (+3.8%) and FTSE All-Share (3.8%) but outperforming the FTSE AIM All-Share Index (...
AGL ANGLE PLC
DEMG DELTEX MEDICAL GROUP PLC
TSTL TRISTEL PLC
TRX TISSUE REGENIX GROUP
EKF EKF DIAGNOSTICS HOLDINGS
ETX E-THERAPEUTICS
AVCT AVACTA GROUP
PHP PRIMARY HEALTH PROPERTIES PLC
AGY ALLERGY THERAPEUTICS PLC
APH ALLIANCE PHARMA PLC
AVO ADVANCED ONCOTHERAPY
OXB OXFORD BIOMEDICA PLC
ALNOV NOVACYT SAS
VLG VENTURE LIFE GROUP
SN/ IMMUPHARMA
IMM PROTEOME SCIENCES PLC
PRM GENUS PLC
GNS SURGICAL INNOVATIONS GROUP PLC
SUN ADVANCED MEDICAL SOLUTIONS GROUP PLC
AMS OXFORD METRICS
OMG ECO ANIMAL HEALTH GROUP
EAH SDI GROUP
SDI HVIVO
HVO INDIVIOR PLC
INDV VALIRX
VAL SHIELD THERAPEUTICS
STX SYNAIRGEN PLC
SNG IP GROUP
IPO SCANCELL HOLDINGS
SCLP SYNCONA
SYNC ERGOMED
ERGO SPIRE HEALTHCARE GROUP PLC
SPI REDX PHARMA
REDX ASSURA PLC
AGR GENEDRIVE
GDR SPIRE INC
SR CONVATEC GROUP PLC
CTEC DESTINY PHARMA
DEST RENEURON GROUP
RENE IXICO
IXI 10X GENOMICS INC CLASS A
TXG INDIVA LTD
NDVA IMMUNOCORE HOLDINGS ADS
IMCR 2SEVENTY BIO INC
TSVT OXFORD NANOPORE TECHNOLOGIES PLC
ONT SILENCE THERAPEUTICS PLC
SLN SAREUM HOLDINGS PLC
SAR BENEVOLENTAI
BAI 123FAHRSCHULE SE
123F 1895 BANCORP OF WISCONSIN INC
BCOW TISSUE REGENIX GROUP PLC
PLP.H 3D SIGNATURES INC
Z29 029 GROUP SE
Convatec Group PLC: Total Voting Rights
Convatec Group PLC (CTEC) Convatec Group PLC: Total Voting Rights 29-Sep-2023 / 19:33 GMT/BST 29 September 2023 Convatec Group Plc("Convatec" or "the Company") Total Voting Rights The following notification is made in accordance with the UK Financial Conduct Authority's Disclosure and Transparency Rule 5.6.1. As at 29 September 2023, the Company's issued capital with voting rights consisted of 2,049,789,559 ordinary shares of 10p each (“Shares”). The Company does not hold any Shares in Treasury at the date of this disclosure. The above figure (2,049,789,559) can be used by share...
Convatec Group PLC: Scrip Dividend - Total Issued Shares
Convatec Group PLC (CTEC) Convatec Group PLC: Scrip Dividend - Total Issued Shares 13-Sep-2023 / 16:50 GMT/BST 13 September 2023 Convatec Group Plc("Convatec" or "the Company") Scrip Dividend - Total Issued Shares The Board of Directors of Convatec declared an interim dividend in respect of 2023 of 1.769 cents per share ("Interim Dividend"). The Interim Dividend is to be paid on 28 September 2023 to shareholders on the share register as at 18 August 2023 ("Record Date"). The dividend is payable in cash in sterling to holders of ordinary shares. On 2 August 2023, the Company annou...
Convatec Group PLC: TR-1 Notification of Major Holdings
Convatec Group PLC (CTEC) Convatec Group PLC: TR-1 Notification of Major Holdings 30-Aug-2023 / 16:08 GMT/BST TR-1: Standard form for notification of major holdings 1. Issuer Details ISIN GB00BD3VFW73 Issuer Name CONVATEC GROUP PLC UK or Non-UK Issuer UK 2. Reason for Notification An acquisition or disposal of voting rights 3. Details of person subject to the notification obligation Name Black Creek Investment Management Inc. City of registered office (if applicable) Toronto Country of registered office (if applicable) Canada 4. Details of the share...
Convatec Group PLC: Scrip Dividend – Calculation Price
Convatec Group PLC (CTEC) Convatec Group PLC: Scrip Dividend – Calculation Price 25-Aug-2023 / 19:12 GMT/BST 25 August 2023 Convatec Group Plc("Convatec" or "the Company") Scrip Dividend – Calculation Price On 2 August 2023, the Board of Directors of Convatec Group Plc (“Convatec” or “the Company”) declared an interim dividend of 1.769 cents per share (“Interim Dividend”). This Interim Dividend is to be paid on 28 September 2023 to shareholders on the share register as of 18 August 2023 (“Record Date”). The Interim Dividend is payable in cash, in sterling to holders of ordinary s...
Convatec Group PLC: Company Secretary Change
Convatec Group PLC (CTEC) Convatec Group PLC: Company Secretary Change 15-Aug-2023 / 12:00 GMT/BST 15 August 2023 Convatec Group Plc("Convatec" or "the Company") Appointment of Company Secretary The Board of Directors of Convatec Group Plc has approved the appointment of Robyn Butler-Mason as Company Secretary with effect from 1st September 2023, whereupon Evelyn Douglas will resign as Company Secretary with effect from that date. Evelyn Douglas will continue in her role as EVP, Chief of Corporate Strategy and Business Development and General Counsel. Enquiries Grace Mc...
Convatec Group PLC: HOL-Holding(s) in Company
Convatec Group PLC (CTEC) Convatec Group PLC: HOL-Holding(s) in Company 24-Jul-2023 / 15:45 GMT/BST TR-1: Standard form for notification of major holdings 1. Issuer Details ISIN GB00BD3VFW73 Issuer Name CONVATEC GROUP PLC UK or Non-UK Issuer UK 2. Reason for Notification An acquisition or disposal of voting rights 3. Details of person subject to the notification obligation Name Black Creek Investment Management Inc. City of registered office (if applicable) Toronto Country of registered office (if applicable) Canada 4. Details of the shareholder F...
Convatec Group PLC: Holding(s) in Company
Convatec Group PLC (CTEC) Convatec Group PLC: Holding(s) in Company 12-Jul-2023 / 15:00 GMT/BST TR-1: Standard form for notification of major holdings 1. Issuer Details ISIN GB00BD3VFW73 Issuer Name CONVATEC GROUP PLC UK or Non-UK Issuer UK 2. Reason for Notification An acquisition or disposal of voting rights 3. Details of person subject to the notification obligation Name Black Creek Investment Management Inc. City of registered office (if applicable) Toronto Country of registered office (if applicable) Canada 4. Details of the shareholder Full ...
Convatec Group PLC: Holding(s) in Company
Convatec Group PLC (CTEC) Convatec Group PLC: Holding(s) in Company 14-Jun-2023 / 13:55 GMT/BST TR-1: Standard form for notification of major holdings 1. Issuer Details ISIN GB00BD3VFW73 Issuer Name CONVATEC GROUP PLC UK or Non-UK Issuer UK 2. Reason for Notification An acquisition or disposal of voting rights 3. Details of person subject to the notification obligation Name Black Creek Investment Management Inc. City of registered office (if applicable) Toronto Country of registered office (if applicable) Canada 4. Details of the shareholder Full ...
Convatec Group PLC: Director/PDMR Shareholding*
Convatec Group PLC (CTEC) Convatec Group PLC: Director/PDMR Shareholding* 06-Jun-2023 / 15:25 GMT/BST 6 June 2023 Convatec Group Plc(“Convatec” or “the Company”) Director/ PDMR Shareholding The Company has been notified of the following transaction in relation to a Person Discharging Managerial Responsibility (“PDMR”) in respect of ordinary shares of 10 pence each in the Company (“Shares”). On 5 June 2023 an award was granted to Karim Bitar, the Company’s Chief Executive Officer under the Company’s Long-Term Incentive Plan (“LTIP”) in the form of Performance Share Units (“PSUs...
Convatec Group PLC: Total Voting Rights
Convatec Group PLC (CTEC) Convatec Group PLC: Total Voting Rights 31-May-2023 / 10:06 GMT/BST 31 May 2023 Convatec Group Plc("Convatec" or "the Company") Total Voting Rights The following notification is made in accordance with the UK Financial Conduct Authority's Disclosure and Transparency Rule 5.6.1. As at 31 May 2023, the Company's issued capital with voting rights consisted of 2,045,589,597 ordinary shares of 10p each (“Shares”). The Company does not hold any Shares in Treasury at the date of this disclosure. The above figure (2,045,589,597) can be used by shareholders as t...
- Liberum Research Team
- Liberum Research Team
- Edward Thomason
- Seb Jantet
LIBERUM: ConvaTec - Confidence growing
ConvaTec issued an encouraging AGM trading update last week and followed that up with a well-attended analyst breakfast meeting yesterday. We summarise the key points from the latter below. The year has started well and hence the uplift in revenue guidance and we remain of the view that there is scope for the company to beat its margin guidance. We’ve updated our forecasts, largely to take into account H1:H2 phasing and while we remain a touch above margin guidance, we think a margin north of 20...
Convatec Group PLC: Result of AGM
Convatec Group PLC (CTEC) Convatec Group PLC: Result of AGM 18-May-2023 / 16:15 GMT/BST Convatec Group Plc Results of Annual General Meeting Reading, United Kingdom (18 May 2023) – Poll Result Convatec Group Plc ("Convatec") held its Annual General Meeting today ("AGM"). The results of the poll held in relation to the resolutions proposed at the AGM are set out below. All resolutions were passed. For (see note 2) Against (see note 2) Votes Total (excluding withheld) % of ISC Voted Votes Witheld ...
- Liberum Research Team
DRX DRAX GROUP PLC
MAB MITCHELLS & BUTLERS PLC
BLND BRITISH LAND COMPANY PLC
EZJ EASYJET PLC
SFE SAFESTYLE UK
SDY SPEEDY HIRE PLC
VTY VISTRY GROUP PLC
SAG SCIENCE GROUP
IKA ILIKA
RMG ROYAL MAIL PLC
OTB ON THE BEACH GROUP
CTEC CONVATEC GROUP PLC
AAL ANGLO AMERICAN
UPR UNIPHAR
ATOM ATOME ENERGY PLC
AT/ ASHTEAD TECHNOLOGY
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