Negative Impact of Price Cuts to Continue; New Opportunities Offer Marginal Benefit
We reiterate our “Equal-weight” rating on the stock after reviewing our model post 1Q FY18 (YE Mar-19) earningsLong Listed product sales under NHI...
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Japan Pharma -Â Drug Price Revision in April 2018
Japan, after the US and China, is the world’s third largest pharma industry, worth ~$70b in 2016. However, according to research and consulting...
355 Views
Kaken Pharmaceutical Co (4521:Tokyo): A Top-Class Pharmaceutical Company at a Discount to Fair Value
Share could have potential 77% upside. Using enterprise DCF method, our fair value estimate for the common stock is Yen 11,073. Shares of Kaken...
445 Views
Some Actionable Ideas in the Biotechnology and Pharmaceutical Sector: October 31 Sector Update
 Acadia Pharmaceuticals Inc (ACAD US), our portfolio company announced the initiation of a phase 2 study of Nuplazid in Alzheimer's related...
423 Views
Key Drivers of Asia's Healthcare Sector
From a demand perspective, Asia’s population is growing as is longevity. On the supply side, Asia’s number of doctors, nurses, hospitals and...
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