Celltrion Healthcare: Well, We Were Warned
Celltrion Healthcare (091990 KS) reported preliminary 2018 results that were dramatically short of expectations as the company cut shipments to...
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Biosimilar Battlefield: The Remsima/Inflectra Warning
2019 marks an inflection point for Korean biosimilar companies Celltrion Healthcare (091990 KS), Celltrion Inc (068270 KS), and Samsung Biologics...
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WuXi Biologics – The Foxconn or Qualcomm of Global CDMO?
During the first week of 2019, we visited Wuxi Biologics (Cayman) Inc (2269 HK) headquarters in Shanghai, as well as spend time touring the lab....
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Celltrion/Celltrion H Pair: Last 2 Days Must Be Price Divergence, Not Mean Reversion
The accounting fraud issue had hammered the Celltrion duo nearly equally up until Dec 26. But last two days were different. Healthcare got hurt...
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Korean Stock Market Sectors 2018 Review & 2019 Outlook
In this report, we review the major sectors' performance in the Korean stock market in 2018 and also provide our outlook for them in 2019. We...
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