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[ResearchNote] #日経平均 4月以降日経平均とTOPIXが大きく乖離.今後に関して何か示唆することがあるだろうか
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#ResearchNote - The RAF Staff College (Overseas) at Haifa drrossmahoney.wordpress.com/…

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#ResearchNote - The RAF Staff College (Overseas) at Haifa drrossmahoney.wordpress.com/… #airpowerhistory #WW2 #RAF

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UBS || Nanobiotix SA NBTX Key Takeaways: Phase 3 NANORAY-312 Study Progressing Well; Multiple Pipeline Updates in 2026 We are in San Francisco attending a broker conference, and we met Nanobiotix (NBTX) mgmt. We provide a summary of key takeaways from our discussion below: NANORAY-312 interim data readout delayed to 1H27, but enrolment progressing well. Interim data for NANORAY-312 trial of NBTXR3 in LA HNSCC is expected in 1H27 (vs. 1H26 prior), which mgmt related to transfer of sponsorship to JNJ, but financing from JNJ should be a positive. Despite this, mgmt indicated that enrolment has gone well with support of JNJ. We see the update as a major stock moving catalyst, although uncertainty remains on performance of control arm (radiation ± cetuximab) and study powering. Final data from Phase 1 study of NBTXR3 in 2L melanoma in 2026. Mgmt reiterated plans to provide final data update for NBTXR3 in 2L melanoma in 2026. In Sept, preliminary data showed impressive 47% ORR (9/19), well above standards of care, along with clean safety but from a small sample size and skewed toward low tumor burdens (see our recap note). 12-month rating Neutral * 12m price target US$3.50 NBTX catalysts #EquityResearch #Biotech #ResearchNote #BrokerReport
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#ResearchNote – George Odgers and the Australian Official History of the Korean War drrossmahoney.wordpress.com/…

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Follow @PoolbegPharma ⁉️👀 #POLB has been featured in a new @ShoreCapital note following the grant of its European Immunomodulator II patent for POLB 001 – protecting its use in treating severe influenza. 💪 Strengthened IP protection 🧑‍🔬 Advancing toward Phase 2a study ✅ Clear industry interest emerging 👉 Unique market opportunity ☑️ High commercial potential #POLB #ShoreCapital #CapitalMarkets #ResearchNote #Markets #AIM
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Poolbeg Pharma was featured in a @ShoreCapital note following the grant of Poolbeg's European Immunomodulator II patent application covering POLB 001 for the treatment of severe influenza by the European Patent Office. 💪Strengthened IP protection 🧑‍🔬Advancing to Phase 2a study ✅Industry interest evident 👉Unique Market Opportunity ☑️High Commercial Potential Access the note via research tree #POLB #ShoreCapital #CapitalMarkets #ResearchNote #Markets #AIM
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#ResearchNote – The Historiography of Australian Air Power: Official Histories drrossmahoney.wordpress.com/…

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[ResearchNote] 政党支持率update 2025年6月まで.国民は減る.大幅増加の参政はいろいろ言われているが結局与党批判の受皿か.野党一部は消費税減税の財源は税収の上振れと言っているが大丈夫か,下振れになったらどうする.場当たり的な政策でもどうせ有権者は忘れるだろうか
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#ResearchNote – The Forgotten Few: The Royal Australian Air Force and the Korean Air War – A Historiographical Note drrossmahoney.wordpress.com/… #airpowerhistory #KoreanWar #RAAF

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This week Poolbeg Pharma was featured in a @ShoreCapital Research Note ‘Poolbeg Primed to go’ 💰 Fundraising reflects pipeline ambitions 👑 POLB 001 the jewel in the crown 👉 Proof of concept for oral GLP-1 RA programme ✅ Important data points ahead Access the note via @research_tree: research-tree.com/companies/… #POLB #Fundraise #Cashflow #AIM #Analyst #ResearchNote #ShoreCapital #London
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#ResearchNote - Understanding Attitudes to Australian Military History: Some Air Power Observations drrossmahoney.wordpress.com/…

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In case you missed it, Poolbeg Pharma was covered in a Research Note by @Cavendish_plc... 💪 Strong investor demand delivers upsized offering 💰 Use of fundraise proceeds 👉 Extended cashflow runway & upcoming newsflow 🤝 Partnering potential awaits ✅ Target Price: 19p Access the note via @research_tree : research-tree.com/companies/… #POLB #ResearchTree #Fundraise #Cashflow #AIM #Analyst #ResearchNote
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