Using our extensive experience and industry knowledge we aim to provide thought leadership in the companies we cover. Our Independent Research model means we ‘live or die’ by the quality of our research.

We regularly write thematic research covering a broad array of topics that we think will drive the sector. This thematic work frames our stock specific research. We currently cover the European Large Caps and the key Global CDMO’s and CRO’s that we think are structural beneficiaries of the R&D SuperCycle. We also cover select Biotech companies which we believe have differentiated products or technology.

Companies Under Coverage