Celltrion: Manufacturing Risks Remain
Celltrion Inc (068270 KS) continues to struggle with meeting the USFDA's standards for Good Manufacturing Practices. The agency issued a Form 483...
630 Views
Sell Celltrion Inc (068270 KS): Story Unravelling
UPDATE: J&J release Q2 results - 24th July 2018 J&J’s US Remicade sales were flat QoQ. This undermines the story that Celltrion Group is...
653 Views
Sunningdale Tech (SUNN SP): Value...with a Catalyst - CONVICTION BUY
I am long Sunningdale Tech (SUNN SP). Every time I've bought a stock after a panic selloff for non-fundamental reasons, I've typically done very...
805 Views
Encouraging NS-065 Top-Line Data, However, Uptravi’s Global Ramp-Up Remains the Key
We reiterate our “Overweight” rating on the stock after reviewing our model post FY17 (YE Mar-18) earnings. Our rating is subject to Uptravi’s...
285 Views
Astellas FY17 Results and FY18e Guidance – No Major Surprise
Astellas Pharma Inc (4503 JP) FY17 results Xtandi (up 17% to ÂĄ295b) and mirabegron (up 28% to ÂĄ126b) ramp-up compensate for lackluster domestic...
273 Views