Corporate Research
The Life Sciences Division publishes specialist equity research. Our aim is to reduce asymmetric information thereby narrowing the divergence of price and value with improved data analytics. We share with clients our original insights, deep industry knowledge and fundamental analysis. We are able to leverage clarity of thought and understanding, to cut through corporate complexity and drive actionable recommendations.
We believe that our research services, (equity research reports, flash notes, analyst calls and meetings), provide trusted industry specific knowledge which help to drive efficient capital markets - balancing the buy side power of capital with sell side distribution - leading to better price discovery.
Our intensive industry specialist sector research benefits investors by providing access to small and mid- caps carefully selected by our analysts who themselves come from buy side, sell side, industry, practitioners and academia – giving a much broader insight to prospects. This sharing and cross-functional-knowledge-based information also facilitates investment into such specific corporate ideas wherein our high conviction is matched with high-quality research that stands up to scrutiny by being on the record for award winning excellence in sell side research.
MIFID II regulations require unbundling of research fees, making investment costs more transparent.
In order for us to maintain a broad, deep and diverse distribution, we provide our research as an acceptable minor non-monetary benefit, an exemption under the European Commission’s Delegated Directive of 7.4.2016:32 to all eligible counterparties, institutional or professional clients. TLSD research qualifies as such, as it is fully sponsored by the corporate client. As a result, it is non-independent research and a marketing communication as described in the FCA’s Conduct of business Sourcebook.
1) Corporate Research Reports – public and private
2) Industry Research Reports
3) Sell side M&A Reports
4) Buy side Due Diligence Reports
5) Morning and Flash Notes
Improving patient outcomes through investment
Cash is King, and Knowledge is Power
Every company has a story, with deep sector expertise and ability to conduct industry specific technical due diligence, we share the important facts and explain the corporate reality in a meaningful way with contextual insight and understanding of value, with a detailed investment thesis, fundamental analysis and risk assessment to identify the upside potential as well as the downside risk mitigation necessary for scientific translational success.
Always mindful of the relationship of trust built over decades of accurately predicting the future trends and potential outcomes to the buy-side and for the sell-side - our perspective is to reach a data driven, evidenced based view, that has been and is used to determine fair value. With our specialist insight, this know-how translates information into an accurate understanding of what can be achieved in the timeframe proposed and linked back to associated funding requirements that can be managed to become an investable proposition, and attractive to institutional investors globally.
In order to meet EU regulatory requirements designed to unbundle the cost of research from sales and trading we provide Corporate client paid research – distributed widely as a marketing report (also available through Thomson Reuters, and Research Tree paid for by the corporate client available to qualified investors as a small non-monetary MIFID II exemption.
Thought Leadership
Thought Leadership – our New Healthcare Thinking is a platform for strategy and ideology that will help the sector improve both economic and sustainability goals in good health and well-being. As well as contributing to primary direction in regulatory, clinical, and real-world data, working towards better analytical frameworks, wellness and healthcare outcomes.
We produce and fund research - that challenges the existing status quo seeking to improve the frameworks in healthcare from policy and government or advisory lead initiatives, driven by real world evidence for better patient outcomes and improvements for all stakeholders.
We participate with policy makers, universities and practitioners -and engage with the global network of new healthcare thinkers in meeting the climate change impact on healthcare, supporting the United Nations Sustainability goals.
Addressing difficult to fund but critical to manage issues such as dementia, mobility, loneliness, compliance, complexity of health systems, addiction drug and digital, ageing.
In order for us to maintain a broad, deep and diverse distribution, we provide our research as an acceptable minor non-monetary benefit, an exemption under the European Commission’s Delegated Directive of 7.4.2016:32 to all eligible counterparties, institutional or professional clients. TLSD research qualifies under exemption as it is fully sponsored by the corporate client. As a result, it is non-independent research and a marketing communication as described in the FCA’s Conduct of business Sourcebook.
