3SBio: A Leading, Pure-Play Chinese (HK-Listed) Biotechnology Company (Part I)
3SBio shares are trading below 52-week high of HKD 11.48 and appear to have 30-40% upside. 3SBio is one of the leading biotechnology companies in...
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Regeneron: Our Second Core Large-Cap Biotechnology Position.
We present our investment thesis for Regeneron Pharmaceuticals (REGN US), another large-cap biotechnology company. We think that investors/analysts...
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We Are Buying This Large Cap Biotechnology Company After Trump's Election Win
We have a Buy rating with price target of $173 (DCF method)=44% upside. The stock also appears to have upside using relative valuation measures...
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Takeda Pharmaceutical - Is M&A the Way Out of Its Problems?
The FT has reported that Takeda Pharmaceutical may be back on the acquisition trail, with a US$15bil war-chest. This puts into the public domain a...
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Bioepis Details Don't Support the Valuation
We are following up on our previous post on the proposed listing of Samsung BioLogics US$9 Billion Valuation Is Rarefied Air  in response to...
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