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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Japan Pharmaceutical - Sector Overview
Core coverage – relative valuations Takeda Pharmaceutical Co Ltd (4502 JP) (NB: Pre-Shire announcement | Pro-Forma analysis to be published...
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Daiichi Sankyo (4568) - DS-8201 Moves to Phase 2 for Gastric Cancer
Last week, Daiichi Sankyo (4568 JP) announced that its highly promising anti-cancer drug, DS-8201, has a second pivotal trial, this time moving to...
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Not All Players Are Equal in the Plasma Industry
According to Allied Market Research, the IVIG (intravenous IG) market was valued at US$7.86bn and is expected to reach US$12.36bn by 2022. IVIG is...
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