Maintaining Our FVE for Shire and Takeda During Extended Offer Period
We’re not making any changes to our fair value estimates for Shire PLC (SHP LN) (GBP 48.90 per share/$205 per ADR) or Takeda Pharmaceutical Co Ltd...
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No Deal Is a Big Deal for Takeda
Takeda Pharmaceutical Co Ltd (4502 JP)'s revised April 24, 2018 proposal of £49 / share (~$206 / ADS), values Shire PLC (SHP LN) at ~$64b, its...
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The Week That Was in NorthAsia@Smartkarma: Itochu/FamilyMart, Samsung, Suruga, & Renesas
Below is the full list of Japan/Korea related reports published last week on Smartkarma.Itochu Tender For FamilyMartTravis Lundy explained the...
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Takeda Sweetens Offer for Shire: Deal – You Win! No-Deal – You Win Too!
Takeda Pharmaceutical Co Ltd (4502 JP)'s revised April 20, 2018 proposal of £47 / share (~$197.4 / ADS), valuing Shire PLC (SHP LN) at ~$60b, is...
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Japan Pharmaceuticals: The Week that Was…
Nippon Shinyaku Co Ltd (4516 JP) @ ¥ 8,480 (up ~18% week-to-date) vs. our TP ¥ 8,600. We recommend booking profit at current levels. Takeda...
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