Bull, Bear & Beyond by Edison Group

Edison Group

Discover fresh perspectives in the Bull, Bear & Beyond podcast series by Edison Group. Our longer episodes feature candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation and the opportunities shaping their markets. These discussions offer unique insight into how leaders navigate challenges, drive growth and deliver long-term value for stakeholders. Our 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit. To find out more, please visit: https://www.edisongroup.com/

  1. 244. Bull, Bear & Beyond – BioVersys: executive interview

    15 hr ago

    244. Bull, Bear & Beyond – BioVersys: executive interview

    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 the China bridging study and how the parallel Phase IIb RIV-CARE study could provide important early clinical insights. He also shares the latest progress on alpibectir, the company’s GSK-partnered tuberculosis asset, and explains how BioVersys is leveraging strategic partnerships to maximise the value of its portfolio. Finally, Marc discusses the evolving competitive landscape in antimicrobial resistance, the company’s commercialisation strategy and the key clinical, regulatory and business development catalysts investors should watch as BioVersys continues to execute on its growth strategy. ************************************************************************************** About ‘Bull, Bear & Beyond’ Bull, Bear & Beyond': features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit. About Edison: Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients. Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

    12 min
  2. 243. Bull, Bear & Beyond – Basilea Pharmaceutica: executive interview

    15 hr ago

    243. Bull, Bear & Beyond – Basilea Pharmaceutica: executive interview

    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 the company continues to strengthen its position in anti-infectives. David also outlines Basilea’s key strategic priorities, including advancing the Phase III programmes for fosmanogepix and ceftibuten ledaborbactam, while Adesh highlights the commercial and clinical milestones investors should watch over the coming months, the continuing role of acquisitions and in-licensing in strengthening the portfolio, and why he believes Basilea’s long-term value proposition remains underappreciated by the market. ************************************************************************************** About ‘Bull, Bear & Beyond’ Bull, Bear & Beyond': features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit. About Edison: Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients. Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

    5 min
  3. 242. Bull, Bear & Beyond – Vantage: Shipping through the storm – how Hormuz is reshaping the tanker market

    3 days ago

    242. Bull, Bear & Beyond – Vantage: Shipping through the storm – how Hormuz is reshaping the tanker market

    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 availability, trade routes and ‘ton-mile’ demand. He contends that shipping has increasingly become a geopolitical weapon since 2022, with disruptions in key trade corridors creating inefficiencies that have supported stronger freight markets. The discussion also examines the reality behind media headlines, the effect of risk premiums and why some shipowners are beginning to return to the Middle East despite ongoing uncertainty. Henry also unpacks the concept of the ‘urgency premium’ in freight markets, highlighting how fear of supply disruption led buyers to pay substantially higher shipping rates during the height of the Hormuz crisis. He discusses which vessel classes have emerged as winners and losers, why Very Large Crude Carriers and Long Range 2 tankers could benefit from a reopening of regional trade flows and how countries are reassessing energy security in response to recent events. From building strategic petroleum reserves and diversifying crude supply sources to investing in new pipeline infrastructure that bypasses the Strait of Hormuz, the interview offers a detailed look at how governments, energy companies and shipowners are adapting to a more fragmented and security-conscious energy landscape.   Watch the full interview now. **************************************************************************************  About ‘Bull, Bear & Beyond’  Bull, Bear & Beyond': features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit.  About Edison:  Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients.  Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

    16 min
  4. 241. Bull, Bear & Beyond – Ajax Resources: executive interview

    5 days ago

    241. Bull, Bear & Beyond – Ajax Resources: executive interview

    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 and exploration upside. Its flagship asset is the Pereira Velho gold project in Brazil, which it acquired earlier this year from Appian Capital Advisory (one of the world’s largest, specialist mining funds). **************************************************************************************  About ‘Bull, Bear & Beyond’  Bull, Bear & Beyond': features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit.  About Edison:  Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients.  Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

    14 min

  5. 6 days ago

    240. Bull, Bear & Beyond – BlackRock Greater Europe Investment Trust in 60 Seconds

    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 awareness. The trust’s capital growth objective is unchanged and the continuation of a relatively concentrated portfolio of quality European equities means that any process changes should be viewed as evolutionary rather than revolutionary. Despite an uncertain investment backdrop, the managers have identified some interesting themes, including businesses operating at different stages along the semiconductor supply chain, which are benefiting from the growth in AI. **************************************************************************************  About ‘Bull, Bear & Beyond’  Bull, Bear & Beyond': features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit.  About Edison:  Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients.  Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

    1 min
  6. 239. Bull, Bear & Beyond – Cereno Scientific: executive interview

    6 days ago

    239. Bull, Bear & Beyond – Cereno Scientific: executive interview

    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 design, limited patient population and the progressive nature of PAH. Rahul explains why the data provide meaningful support for CS1’s clinical profile, highlights its potential to complement existing PAH therapies, including sotatercept, and outlines how the EAP continues to strengthen the rationale for CS1 as a potential disease-modifying treatment. He also provides an update on preparations for the global Phase IIb trial and outlines the key development milestones investors should monitor over the coming months. **************************************************************************************  About ‘Bull, Bear & Beyond’  Bull, Bear & Beyond': features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit.  About Edison:  Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients.  Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

    12 min
  7. 238. Bull, Bear & Beyond – Halyk Bank in 60 seconds

    29 Jun

    238. Bull, Bear & Beyond – Halyk Bank in 60 seconds

    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 candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit.  About Edison:  Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients.  Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

    1 min
  8. 237. Bull, Bear & Beyond – Patria Private Equity Trust in 60 seconds

    22 Jun

    237. Bull, Bear & Beyond – Patria Private Equity Trust in 60 seconds

    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 with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit. About Edison: Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients. Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

    1 min
See All (175)

About

Discover fresh perspectives in the Bull, Bear & Beyond podcast series by Edison Group. Our longer episodes feature candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation and the opportunities shaping their markets. These discussions offer unique insight into how leaders navigate challenges, drive growth and deliver long-term value for stakeholders. Our 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit. To find out more, please visit: https://www.edisongroup.com/

Information