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Private showcase: Accelerating the impact of science

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Updated: Mar 04, 2025

Executive Summary

IP Group

MeiraGTx's proprietary 'riboswitch' technology involves the precise control of genetic medicines, initiated by the patient simply taking a pill. This activates the specific genetic medicine to produce the required proteins at the precise time and the precise dosage needed for that particular condition.

Also,

  1. The Mining Code is targeted to be adopted by the International Seabed Authority (ISA) in 2025. Assuming approval from the ISA, TMC intends to commence commercial small-scale commercial production (Project Zero) on the NORI-D area.

  2. Additionally, TMC plans to secure strategic partnerships with key stakeholders, such as battery manufacturers, automotive companies, or other technology firms.

  3. Furthermore, the ongoing publication of key environmental data will continue to highlight TMC’s focus on the environmental impact of any deep-sea mining

Other points,

  • The Mining Code is targeted to be adopted by the International Seabed Authority (ISA) in 2025. Assuming approval from the ISA, TMC intends to commence commercial small-scale commercial production (Project Zero) on the NORI-D area.

  • Additionally, TMC plans to secure strategic partnerships with key stakeholders, such as battery manufacturers, automotive companies, or other technology firms.

Investment Thesis

Overview of buy and sell case of the business.

Why Invest?

Key pieces of information about the business that you need to know about.

Partnerships

Major pharmaceuticals, J&J and Sanofi, have made strategic investments into MeiraGTx, validating its unique, end-to-end, vertically integrated approach. asd

Next-Gen Technology

MeiraGTx's proprietary 'riboswitch' technology involves the precise control of genetic medicines, initiated by the patient simply taking a pill. This activates the specific genetic medicine to produce the required proteins at the precise time and the precise dosage needed for that particular condition.

Next-Gen Technology

Multiple programs in clinical development all post stage 1 or 2, focused on addressing unmet disease areas. Including but not restricted to X-linked Retinitis Pigmentosa, Inherited Retinal Diseases, Salivary Gland Disorders and Neurodegenerative Diseases

Catalysts

The key events that could drive investment opportunities and shift markets.

Near term

The Mining Code is targeted to be adopted by the International Seabed Authority (ISA) in 2025. Assuming approval from the ISA, TMC intends to commence commercial small-scale commercial production (Project Zero) on the NORI-D area.

Medium term

Additionally, TMC plans to secure strategic partnerships with key stakeholders, such as battery manufacturers, automotive companies, or other technology firms.

Long term

Furthermore, the ongoing publication of key environmental data will continue to highlight TMC’s focus on the environmental impact of any deep-sea mining

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What the Pro's Are Asking

Here are the questions that institutional investors are asking before making an investment decision.

What's the next 'big thing' within the portfolio?

Two companies that stand out are Hysata and Istesso. Hysata is the world's most efficient hydrogen electrolyser company and has made significant technological process this year. It has received an incredibly high level of commercial interest for such a young company. Istesso discovers and develops drugs for severe chronic diseases such as rheumatoid arthritis. Its current lead compound is in clinical trials and has shown promising signs that it may act as a cure to the underlying condition as well as just treating symptoms.

What are the key challenges IP Group face and how might they be mitigated?

Two companies that stand out are Hysata and Istesso. Hysata is the world's most efficient hydrogen electrolyser company and has made significant technological process this year. It has received an incredibly high level of commercial interest for such a young company. Istesso discovers and develops drugs for severe chronic diseases such as rheumatoid arthritis. Its current lead compound is in clinical trials and has shown promising signs that it may act as a cure to the underlying condition as well as just treating symptoms.

How can IP Group close the discount to NAV?

Two companies that stand out are Hysata and Istesso. Hysata is the world's most efficient hydrogen electrolyser company and has made significant technological process this year. It has received an incredibly high level of commercial interest for such a young company. Istesso discovers and develops drugs for severe chronic diseases such as rheumatoid arthritis. Its current lead compound is in clinical trials and has shown promising signs that it may act as a cure to the underlying condition as well as just treating symptoms.

How can IP Group close the discount to NAV?

Two companies that stand out are Hysata and Istesso. Hysata is the world's most efficient hydrogen electrolyser company and has made significant technological process this year. It has received an incredibly high level of commercial interest for such a young company. Istesso discovers and develops drugs for severe chronic diseases such as rheumatoid arthritis. Its current lead compound is in clinical trials and has shown promising signs that it may act as a cure to the underlying condition as well as just treating symptoms.

How can IP Group close the discount to NAV?

Two companies that stand out are Hysata and Istesso. Hysata is the world's most efficient hydrogen electrolyser company and has made significant technological process this year. It has received an incredibly high level of commercial interest for such a young company. Istesso discovers and develops drugs for severe chronic diseases such as rheumatoid arthritis. Its current lead compound is in clinical trials and has shown promising signs that it may act as a cure to the underlying condition as well as just treating symptoms.