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Martin Hall

Redx Pharma (REDX): Pan-RAF agreement strengthens balance sheet

REDX is a clinical-stage R&D company focused on drugs targeting oncology and fibrotic disease. 2018 was a year that reset the benchmarks – new management team, restructured organisation focused on two therapeutic areas, and a clean balance sheet. A core focus for 2019 has been to strengthen the balance sheet. REDX has entered into a definitive agreement with Jazz Pharmaceuticals (JAZZ) for the sale of its pan-RAF inhibitor programme. Under the terms of the contract, REDX will receive an upfront payment of $3.5m (£2.84m) and is eligible to receive up to $203m (£162m) in milestone payments.

1 director bought

A director at Publity Ag bought 8,850 shares at 34.461EUR and the significance rating of the trade was 82/100. 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 showing Close periods where trading activity is restricted under listing rules. The names of board me...

Denise Molina

Morningstar | Weaker Underlying Margins in China and Raw Material Prices Stall Kone's 2Q Margin Expansion

We do not plan to change our EUR 42 fair value estimate for wide-moat Kone after its mixed second-quarter results. Orders and revenue grew above our expectations at 6% and 8% organically (vs. our 3% full-year forecast) but margin expansion was meager at just 10 basis points. That implies a tougher pricing environment given that the company operates an asset-light business (most elevators are assembled at the customer's premises), and therefore the company doesn't benefit as richly from volume increases as other European capital goods suppliers. We plan to tweak our forecasts, but the net effec...

Indiana (State of): Strong fiscal performance allows state to consider pay-go financing for capital projects, a credit positive

Indiana's plan to use reserves to fund one-time capital projects will save it the cost of interest payments without undermining its strong long-term fiscal strength.

1 director bought

A director at Columbus Energy S.A bought 444,435 shares at 1.400PLN and the significance rating of the trade was 65/100. 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 showing Close periods where trading activity is restricted under listing rules. The names o...

MuniMonitor: July 2019

This edition highlights states' recession preparedness, wildfire risks for California public utilities and the credit impact in higher education of online programs and cybersecurity.

Denise Molina

Weaker Underlying Margins in China and Raw Material Prices Stall Kone's 2Q Margin Expansion

We do not plan to change our EUR 42 fair value estimate for wide-moat Kone after its mixed second-quarter results. Orders and revenue grew above our expectations at 6% and 8% organically (vs. our 3% full-year forecast) but margin expansion was meager at just 10 basis points. That implies a tougher pricing environment given that the company operates an asset-light business (most elevators are assembled at the customer's premises), and therefore the company doesn't benefit as richly from volume in...

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