Otsuka Holdings (4578 JP): Voyxact Positive Trial Data Augur Well For the Future
Otsuka presents positive 12-month eGFR data for Voyxact in Phase 3 trial. Regulatory submission likely in 2H26. New drugs like this to drive...
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Developed Markets Opportunities
Continue to favor EAFE over EM. As long as the U.S. dollar remains elevated, we believe developed international (EAFE) will remain in a leadership...
734 Views
Japan Pharma - Top Picks
While Gni Group Ltd (2160 JP) is our high risk-high return pick, Mitsubishi Tanabe Pharma (4508 JP) is a contrarian call in anticipation of value...
771 Views
6-Months Looks to Be the Sweet Spot for Mean Revision in Japan....
It is no surprise to most that Japan is a mean-reverting market. Very few names experience long-term price runs like we see in other market. We...
518 Views
Japan Pharma: Core Coverage Investment Thesis and Valuations (III/III)
Takeda Pharmaceutical (4502 JP), Astellas Pharma (4503 JP), Daiichi Sankyo (4568 JP), Eisai Co Ltd (4523 JP), Otsuka Holdings (4578 JP), Chugai...
513 Views