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. 16 lug

    249. Bull, Bear & Beyond – Sareum: executive interview

    In this interview, Dr John Reader, co-founder and CSO of Sareum, discusses the publication of the Phase I data for lead candidate SDC-1801 in the British Journal of Clinical Pharmacology and explains why the results strengthen confidence in the programme as it advances towards Phase II. He highlights the drug’s favourable safety profile, once-daily dosing potential and evidence of selective TYK2/JAK1 inhibition, while outlining its potential advantages over competing dual TYK2/JAK1 inhibitor, brepocitinib. John also provides an update on Phase II preparations, including ongoing toxicology studies and formulation optimisation, before discussing the broad commercial opportunity for SDC-1801 across autoimmune diseases, Sareum’s partnering strategy and the key catalysts investors should watch over the next 12–18 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/

    249. Bull, Bear & Beyond – Sareum: executive interview

  2. 16 lug

    248. Bull, Bear & Beyond – Quadient: executive interview

    In this interview, Quadient CEO Geoffrey Godet and CFO Laurent du Passage provide an introduction to the business. Geoffrey describes the group’s evolution from a mail equipment supplier to a global automation platform powering secure and sustainable business connections. He talks through the growth opportunities for the Digital Solution, driven by mid-sized enterprises digitalising their business operations, AI accelerating automation and government regulations. The imminent French e-invoicing mandate presents a significant opportunity for the business, and successful performance in the roll-out should position the company to benefit as other European countries introduce similar mandates. For the Mail Solution, Geoffrey explains that despite the ongoing reduction in mail volumes, which is resulting in a gradual decline in revenues, the business maintains strong profitability. As companies shift from physical to digital mail, Quadient is able to introduce them to its digital solutions. The Lockers Solution is exploiting the ongoing growth in parcel volumes driven by increasing penetration of online retail. Its network of parcel lockers in selected countries combined with its automation platform supports customers to manage their logistics efficiently. Laurent outlines the financial targets set for the current year and the medium term, with Digital expected to become the largest business by revenue and profitability by 2030. He explains Quadient’s capital allocation policy and approach to M&A and wraps up with a summary of the key indicators that investors should monitor to track the company’s progress.. Quadient designs and builds human-centred, AI-driven automation solutions for business communications. It operates through three solutions: Digital, Mail and Lockers. ************************************************************************************** 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/

    248. Bull, Bear & Beyond – Quadient: executive interview

  3. 13 lug

    247. Bull, Bear & Beyond – PZ Cussons: executive interview

    In this interview, PZ Cussons CEO Jonathan Myers reflects on how the business has evolved since he joined six years ago, highlighting the shift towards a clearer strategic focus on locally loved brands across personal care, home care and baby care in the group’s four lead markets, which account for 85% of sales. Jonathan discusses progress in strengthening the balance sheet, with net debt in Nigeria reduced from more than £110m to around £30m and Nigerian cash holdings capped to manage devaluation risk, while reiterating the group’s target leverage range of 1.0–1.5x. He also addresses the outcome of last year’s strategic review of the Africa and St Tropez businesses, explaining the rationale for retaining both and outlining the operational changes, including a new North America distribution partner, which have already returned St Tropez to double-digit growth in that region. Finally, he sets out what he believes underpins a successful FMCG brand and discusses the scope to replicate high market share positions, such as Morning Fresh in Australia, through expansion into adjacent categories, including dishwasher capsules. ************************************************************************************** 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/

    247. Bull, Bear & Beyond – PZ Cussons: executive interview

  4. 7 lug

    246. Bull, Bear & Beyond – SynAct Pharma: executive interview

    In this interview, we speak with SynAct Pharma CEO Jeppe Øvlesen and CBO Mads Bjerregaard about the strong momentum generated at the BIO International Convention in San Diego and what it means for the partnering prospects for lead asset resomelagon. They discuss the strong interest from global pharmaceutical companies following the ADVANCE Phase IIb data, why resomelagon’s differentiated non-immunosuppressive profile is resonating with potential partners and how the asset’s opportunity extends well beyond rheumatoid arthritis. They also discuss the upcoming FDA and EMA end-of-Phase II meetings, the evolving partnering process and the key catalysts that could shape SynAct’s next phase of value creation. ************************************************************************************** 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/

    246. Bull, Bear & Beyond – SynAct Pharma: executive interview

  5. 7 lug

    245. Bull, Bear & Beyond – Worldwide Healthcare Trust in 60 seconds

    Get the lowdown from Edison’s Arron Aatkar on Worldwide Healthcare Trust (WWH), which delivered a meaningful return to form in FY26. WWH is a specialist investment trust offering diversified exposure to global healthcare. ************************************************************************************** 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/

    245. Bull, Bear & Beyond – Worldwide Healthcare Trust in 60 seconds

  6. 6 lug

    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/

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

  7. 6 lug

    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/

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

  8. 3 lug

    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/

    242. Bull, Bear & Beyond – Vantage: Shipping through the storm – how Hormuz is reshaping the tanker market
Elenco completo (180)

Descrizione

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/

Informazioni

  • Creatore
    Edison Group
  • Anni di attività
    2025 - 2026
  • Puntate
    180
  • Classificazione
    Contenuti adatti a tutti
  • Copyright
    © Edison Group
  • Sito web del podcast
    Bull, Bear & Beyond by Edison Group