BAN2401 Detailed Data Presented at AAIC 2018 Validates Our Initial Concerns
Background - Eisai Co Ltd (4523 JP)Â on December 21, 2017, announced that 12 months data on BAN2401 did not meet its primary endpoint (link),...
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Merck Alliance Provides Stability to Deal With the Outcome of High Risk Alzheimer’s R&D in FY19
We upgrade Eisai Co Ltd (4523 JP) to “Equal-weight” after reviewing our model post FY17 (YE Mar-18) earnings, in light of the augmented peak sales...
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A Conversation with Biogen
Biogen Inc (BIIB US) is Samsung Biologics Co., Ltd (207940 KS) 's minority (5.4%) partner in the Samsung Bioepis JV that manufactures and sells...
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Standing Alone in the Ampakines Pipeline: Biogen Sees Potential in Pfizer's Neuropsychiatry Asset
On 12 March 2018, Biogen Inc (BIIB US) announced an agreement to acquire Pfizer Inc (PFE US)'s first-in-class, Phase 2b ready AMPA receptor...
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Genomics as an Investment Theme
Genomics as an investment theme Costs of sequencing a human genome have fallen to less than $1,000 China leads the world in gene sequencing The...
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