Halma is one of our favourite portfolio stocks. Today, we take a look at the highlights of Halma’s record results for the year.
RWS has been an excellent investment for us. It is up 62% since we recommended it about 18 months ago.
We are going to catch up with the latest results and news from our portfolio companies later in this issue. But first we are going to discuss the three ways in which R&D companies use innovations to build profitable positions in market subsectors.
Wirecard, the payment processing company, has set out its vision for 2020. It sees annual transaction volumes rising from €34.3bn in 2014 to over €160bn.
Today we’re recommending a company supplying the large and fast-growing global video games market.
Regeneron reported strong Q1 results at the end of last week. It’s one of the two biotechs in our high risk portfolio and is rated high risk because most of its revenue comes from blockbuster eye drug, Eylea
This week we have another issue packed full of company results – twelve sets of results and six trading statements.
Intuitive Surgical is the world leader in robotic surgery. Its share price performance over the last three years has some interesting implications for R&D investors.
This week we are reporting several pieces of good news for Regeneron – one of the eight therapeutic biotech companies in our portfolios and one of just two in our high risk portfolio.
We added Bristol-Myers Squibb to our portfolio as the leading company in immuno-oncology. The Wall Street Journal said last year that Bristol-Myers’ cancer pipeline “was the envy of the industry”.