This Week in Thematics

Research evidence excerpt

This Week in Thematics

Equity Research

Thematic Investing

3 July 2026

*NEW RESEARCH* Consumer Health Conf takeaways with

spotlight on Fertility; *NEWSFLOW* IQM debuts on Nasdaq,

auto companies substitute copper, AI drug discovery Thematic Investing

collaborations, Samsung and Sumitomo partner on glass Hiral+44 (0)20Patel3134 1618

hiral.patel@barclays.comsubstrates & more... *EVENTS* Recycling site visit - Mkango

Resources (09.07) Barclays, UK

Katherine Ogundiya

+44 (0)20 3134 1391

1. Latest thematic research: katherine.a.ogundiya@barclays.com

Barc Consumer Health Conf - That's a wrap (30.06.26) Barclays, UK

Fertility: Moving further into the Consumer Health mainstream (02.07.26) Laia Marin i Sola, CFA

2. Thematic newsflow: + 44 (0)20 3134 2531

- IQM becomes the first European listed quantum player laia.marin@barclays.com

- Auto companies switch from copper to aluminium Barclays, UK

- Takeda & Insilico Medicine collaborate on AI drug discovery Amy Lian

- Samsung and Sumitomo partner on glass substrates +44 (0)20 3134 0179

- VMS retailer iHerb to IPO amy.lian@barclays.com

- Nestle to remove artificial colourings from products Barclays, UK

3. Thematic events: William Thompson

09.07 - Rare Earth Elements: Visit a recycling plant with Mkango Resources (Investor Site Visit) +1 212 526 8641

4. Other relevant events: william.s.thompson@barclays.com

REPLAY: 30.06 - Barclays Consumer Health Event Replays BCI, US

5. Thematic library: Links to latest thematic research Hannah Greenberg

+1 212 526 2457

hannah.greenberg@barclays.com

1. Latest thematic research BCI, US

Barc Consumer Health Conf - That's a wrap. We summarise the takeaways from

Siddharth Gupta our inaugural Barclays Consumer Health Corporate Day last week, which

+91 22 6175 2540