SillaJen IPO Part 5 -Â Revenue & Valuation Estimates with Pexa-Vec's First Commercialization Year
We need to examine the size of SillaJen's expected sales in 2020, which is the reference year for its entire valuation. With an assumption that...
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SillaJen IPO Part 4 - IPO Price & Post-IPO Risks
SillaJen IPO price was set at ₩15,000, the lowest end of the indicative price band, after conducting the demand survey from (Nov 23-24) the...
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Cadila Healthcare: Potential More than 30% Upside.
Cadila Healthcare Ltd (CDH IN) is the 4th largest pharmaceutical company in India and 9th largest generic drug company in the U.S. At FY 2018 P/E...
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SillaJen IPO Part 3 - Competitive Strengths of Product (Pexa-Vec)
*Â In Part 3 (as below), I summarized the competitive strengths of product (Pexa-Vec).SillaJen's Pexa-Vec is an advanced liver cancer treatment...
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Long Position with Upcoming Catalysts
We expect the complete response letter (CRL) for Andexanet Alfa to be resolved in 2017 and the drug to be launched successfully in the U.S. market....
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