Takeda/Shire III : EGM Announced, Drug Deal Coming Together
Friday after the close, Takeda Pharmaceutical (4502 JP) announced that the company had established the Record Date for its EGM to approve its...
1.4k Views
Pessimism Overdone: Takeda Undervalued By 40% Under Modestly Enhanced Post-Deal Financial Assumption
Takeda Pharmaceutical Co Ltd (4502 JP)’s CMP highly underappreciates potential financial transformation through its integration with Shire and the...
698 Views
Takeda/Shire II:Â Drugs, Divvies, and AGM Votes
In Takeda/Shire I : On Drug Deals and Deckchairs I discussed the Drug Deal (the terms to the deal) and the Deckchairs - the significant reshuffling...
487 Views
Opportunities in The (Overpriced) Japan Pharma Sector
As a defensive sector, Japan’s pharmaceutical sector has had an up-and-down time of it during the Abe era. In the early days of Abenomics, the...
267 Views
Takeda FVE Reduction Leaves Shares Slightly Undervalued; Shire Acquisition Neutral to Valuation
We’ve slightly lowered our Takeda Pharmaceutical Co Ltd (4502 JP) fair value estimate to JPY 5,100 from JPY 5,400 after incorporating the close of...
389 Views