Last Week in Event SPACE: Naspers, Toyota, Askul, Aveo, Maanshan, Autech, Olympus, Abbvie/Allergan
Last Week in Event SPACE ... Prosus (PRX NA) should trade at a premium to Naspers (NPN SJ) (ignoring the tiny economic shrapnel of the S.A....
718 Views
Allergan Plc Acquisition by AbbVie Inc. – A Botox Deal with Some Wrinkles
On June 25, 2019, Abbvie Inc (ABBV US) announced its acquisition of Botox-maker Allergan Plc (AGN US) in a $63 billion cash and stock deal in which...
894 Views
Daewoong: Entering "Botox World"
Daewoong Pharmaceutical Co (069620 KS) has traded up over the past year in anticipation of the launch of its botulinum toxin product Jeuveau in the...
690 Views
Investment Thesis and Valuation
Key Drivers Royalty from Seebri / Ultibro and QVM149 (expected launch in FY20e) to peak at ¥ 4.86b in FY25e Majority of the potential milestones...
558 Views
Last Week in Event SPACE: FamilyMart, Hyundai Motor Prefs, Renault/Nissan, Fortis Health, Korea Zinc
Last Week in Event SPACE ... FamilyMart UNY Holdings Co Ltd (8028 JP) has been in the sweet spot for post-merger synergies, however once Itochu...
383 Views