Domestic Business Driven FY17 Topline Growth Is Not Sustainable
Daiichi Sankyo Co Ltd (4568 JP)'s FY17 results Domestic pharma performance (up ~7% y-o-y to ¥613b and contribution up 400bps to 64% of total sales...
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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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Trading the BOJ-Nikkei 225 Baskets
One week ago in The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards? I discussed the BOJ's past and current ETF purchasing...
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The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards?
Just over six months ago, a breathless article on Bloomberg noted that according to their calculations, the BOJ owned 71% of the ETFs in the...
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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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