August Is All About Quality and Momentum and Definitely Not About Beta....
High Beta names do not do well in August in Japan. In fact, August is the worst month out of the year for high Beta names. On the other side, names...
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Chugai Pharma (4519 JP): Hemlibra Drive 1Q26, 2026 Guidance Reiterated, Orforglipron Launched in US
​Chugai Pharma reports 11.5% revenue increase as Hemlibra overseas sales up 26% YoY. 2026 guidance reiterated. FDA approval for Founday...
298 Views
The Week That Was in NorthAsia@Smartkarma - Jelly Drinks, Dental Implants, & Tires
This is the inaugural report of "The Week That Was in North Asia@Smartkarma. This is a collaborative report among Travis Lundy, Mio Kato, CFA,...
446 Views
Sumitomo Pharma (4506 JP): Placement Is In Line With “Boost 2028” Plan, R&D in Focus
Sumitomo Pharma announced the placement price to be ÂĄ1990 per share. Net proceeds of ÂĄ111.6B yen is expected to be used for R&D in oncology (~...
270 Views
Relapsed/Refractory Acute Myeloid Leukemia (R/R AML)
AML represents one of the largest hematologic cancer populations with one of the worst survival rates. Global prevalence is expected to increase at...
643 Views