Japan: The Demise of The "J Nifty-Fifty"?
THE J 'NIFTY-FIFTY' - In our insight posted on July 1st Japan: Most Overbought & Most Oversold - The Relative Price Score, we highlighted the...
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Chugai 3Q FY18 (YE Dec'18) Results - First Glance
Key highlights Continued brisk export of Actemra (+10.8% to ¥19.5b) and Alecensa (+95.7% to ¥9.2b) to Roche drove Chugai’s 3Q FY18e sales (+4.8% to...
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As Expected, USFDA Approves Hemlibra for Hemophilia A in Patients Without Inhibitors
Non-inhibitor patients constitute ~80-90% of the total hemophilia A population size Consequently, Hemlibra’s (emicizumab, in-house, US Launch -Nov...
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Strong 1H FY18 – Hemlibra Approval for Non-Inhibitors to Boost Sales.
We reiterate our “Equal-weight” rating on the stock post 1H FY18 (YE Dec-18) earnings. Chugai reported strong 1H FY18 sales (+12.8% to ¥1b) due to...
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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...
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