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daaimon
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bullish
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Thematic (Sector/Industry)
•
09 May 2024 18:53
Asian Healthcare Spend as a Percentage of GDP – the Laggards
China and especially India’s spend on healthcare lags several emerging markets and needs to drastically increase to address their critical...
Avien Pillay
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157 Views
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bullish
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Thematic (Sector/Industry)
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07 May 2024 12:00
China’s Cardiovascular Disease Crisis
CVD incidence and mortality rates are at crisis levels. China scores poorly for a number of leading causes. The authorities are left with little...
Avien Pillay
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172 Views
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bullish
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Daiichi Sankyo
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02 May 2024 12:00
Daiichi Sankyo (4568 JP) – We like the Focus on Oncology but Look for a Better Entry Point
Daiichi Sankyo has increased focus on high growth oncology and entered into a potentially very lucrative deal with Merck. We like the company, we...
Avien Pillay
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170 Views
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bearish
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Novo Nordisk A/S
•
26 Apr 2024 16:23
Novo Nordisk: Is the FDA Approval of Wegovy Worth an Extra $460 Bn?
In light of the bullish Innovent report, and the ongoing news about new GLP-1s in the pipeline, this "Novo Nordisk - critical analysis" provides a...
Avien Pillay
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502 Views
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bullish
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Thematic (Sector/Industry)
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24 Apr 2024 02:45
Oncology Will Continue to Dominate
The oncology category has recorded the highest growth over the last five years. Companies with oncology portfolios and new oncology modalities,...
Avien Pillay
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233 Views
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