Global Equity Strategy: Health Care Hitting On All Cylinders - Overweight
Global equities remain in a short-term consolidation phase, however we continue to believe the longer-term trend is up and to the right for the...
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Nippon Shinyaku (4516 JP): FY27 Guidance Signals Recovery, Speed Bumps Remain
Nippon Shinyaku's FY26 revenue grew 7% to ¥170B, driven by ethical drugs and higher licensing fees. FY27 revenue expected to reach ¥200B with...
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Japan Pharma - Domestic Market and Long Listed Drug Exposure
The Japanese government recently announced its decision to initiate an ad-hoc price reduction of ~4.35%, to be levied in October 2019, this will...
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Kissei Pharma (4547 JP): FY27 Guidance Revealed, Tavneos Hiccup Amid Linzagolix Positives
Kissei Pharmaceutical revenue grows driven by Beova, Tavneos, and IT services despite challenges. Expects drop in revenue for FY27. Linzagolix...
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JCR Pharma (4552 JP): FY26 Seen Off On Contractual Payments, Not Enough Strong Firepower Visible Yet
JCR Pharma revenue up 22% in FY26, driven by Izcargo and contractual payments, price revision impacts Growject. FY27 guidance projects growth....
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