Astellas (4503) - PROSPER Data Revives Value Story
For a drug that was targeted to hit US$6~8bil in sales, last year’s US$2.3bil revenue figure for Xtandi was decidedly below par. With the start of...
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Daiichi Sankyo (4568 JP) Releases Phase I Data for DS-8201 at ESMO 2017
Daiichi Sankyo [DSK] (4568 JP) released Phase I data for DS-8201 at ESMO 2017 as follows: 32% overall response rate, 82% disease control rate. The...
319 Views
Did AstraZeneca Really Bid for Daiichi Sankyo, Did Daiichi Sankyo Really Turn Them Down?
A story run by Nikkei Business that AstraZeneca (AZN LN) offered to buy Daiichi Sankyo (DSK) last year provided a frisson of excitement in the...
296 Views
Mitsubishi Tanabe (4508) - Acquisition of NeuroDerm Playing to Strength, Not Weakness
The history of overseas acquisitions by Japanese drug companies is not a pretty one, as they've either overpaid for a skillset (Takeda (4502 JP)...
355 Views
RHT Health Trust (RHT SP): Is India Focused Business Trust on KKR Shopping List?
Earlier this year Crispin Francis wrote about RHT Health Trust (RHT SP) and the potential privatization angle at the business trust.Please read:...
436 Views