Global Healthcare Analyst

Tina Banerjee

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/sumitomo-pharma-co" target="_blank" data-smartkarma-citation="entities:1935:1" rel="noopener">Sumitomo Pharma (4506 JP)</a> and <a href="https://www.smartkarma.com/entities/knight-therapeutics-inc" target="_blank" data-smartkarma-citation="entities:25454:1" rel="noopener">Knight Therapeutics (GUD CN)</a> entered into exclusive license and supply agreements to commercialize Myfembree, Orgovyx, and vibegron in Canada.</li>
<li>Sumitomo Pharma and <a href="https://www.smartkarma.com/entities/novo-nordisk-a-s" target="_blank" data-smartkarma-citation="entities:22447:1" rel="noopener">Novo Nordisk A/S (NOVOB DC)</a> have entered into a co-promotion agreement in Japan for Ozempic subcutaneous injection.</li>
<li>Streamlining efforts and scouting for new revenue streams augurs well. Sumitomo stock remains in contention, up 27% in last 5 days.</li>
</ul>



Sumitomo Pharma (4506 JP) and Knight Therapeutics (GUD CN) entered into exclusive license and supply agreements to commercialize Myfembree, Orgovyx, and vibegron in Canada.
Sumitomo Pharma and Novo Nordisk A/S (NOVOB DC) have entered into a co-promotion agreement in Japan for Ozempic subcutaneous injection.
Streamlining efforts and scouting for new revenue streams augurs well. Sumitomo stock remains in contention, up 27% in last 5 days.


Sumitomo Pharma (4506 JP): Positive Momentum Persists, New Agreements Adds Steam

IPOs and Catalysts/Events, Global Equity Research Ltd

Arun George

IPOs and Catalysts/Events

Uncompromised, Independent, Conflict-Free Research

Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/mayne-pharma-group-ltd" target="_blank" data-smartkarma-citation="entities:757:1" rel="noopener">Mayne Pharma (MYX AU)</a> has released its scheme booklet regarding Cosette’s A$7.40 offer. The IE opines that the offer is fair and reasonable within its A$6.61-A$7.99 valuation range.</li>
<li>The high spread reflects concerns that recent events would trigger the MAC clause. Thankfully, the scheme booklet does not indicate that Cosette is contesting it.</li>
<li>Recent events should help quell retail opposition to the offer. At the last close and for a 2 July payment, the gross/annualised spread is 19.4%/262%. </li>
</ul>



Mayne Pharma (MYX AU) has released its scheme booklet regarding Cosette’s A$7.40 offer. The IE opines that the offer is fair and reasonable within its A$6.61-A$7.99 valuation range.
The high spread reflects concerns that recent events would trigger the MAC clause. Thankfully, the scheme booklet does not indicate that Cosette is contesting it.
Recent events should help quell retail opposition to the offer. At the last close and for a 2 July payment, the gross/annualised spread is 19.4%/262%. 


Mayne Pharma (MYX AU): The Scheme Booklet Should Calm Nerves

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

<ul><li>Knight Therapeutics is a specialty pharmaceutical company based in Montreal with operations in Canada and Latin America</li><li>Founded in 2014 by Jonathan Goodman and currently led by Samira Sakhia</li><li>Focuses on acquiring, in-licensing, marketing, and distributing pharmaceutical specialty products without conducting clinical research activities, with an EV of $430M and a market cap of $530M</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Knight Therapeutics is a specialty pharmaceutical company based in Montreal with operations in Canada and Latin AmericaFounded in 2014 by Jonathan Goodman and currently led by Samira SakhiaFocuses on acquiring, in-licensing, marketing, and distributing pharmaceutical specialty products without conducting clinical research activities, with an EV of $430M and a market cap of $530MThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Knight Therapeutics Inc (GUD.) - Thursday, Mar 28, 2024

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

Corrections across global ex-US markets continue to limit attractive investment opportunities from both a price and relative strength perspective.  We provide a recap and outlook for global equity markets and highlight individual opportunities across various markets within the Health Care, Communications and Transportation sectors.

Corrections across global ex-US markets continue to limit attractive investment opportunities from both a price and relative strength perspective.  We provide a recap and outlook for global equity markets and highlight individual opportunities across various markets within the Health Care, Communications and Transportation sectors.

Global Strategy: Carnage Continuation Amid Turkey Turmoil and US Dollar Breakout

The U.S. has continued to separate itself from broad emerging market and developed international indexes. One positive is that MSCI EM and MSCI EAFE have been able to stabilize from a price perspective in recent weeks despite relative strength weakness vs. MSCI ACWI.  In today’s report we scour the globe for attractive investments, ex-U.S., in an environment where selectivity is key.

The U.S. has continued to separate itself from broad emerging market and developed international indexes. One positive is that MSCI EM and MSCI EAFE have been able to stabilize from a price perspective in recent weeks despite relative strength weakness vs. MSCI ACWI.  In today’s report we scour the globe for attractive investments, ex-U.S., in an environment where selectivity is key.  

Global Equity Strategy: Where to Hide Outside the U.S.

Canada

Knight Therapeutics Inc. is a specialty pharmaceutical company. The Company acquires and licenses pharmaceutical products. Knight offers its products to the healthcare industry around the world.

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Knight Therapeutics (GUD CN)

Sumitomo Pharma (4506 JP): Positive Momentum Persists, New Agreements Adds Steam

Novo Nordisk and Sumitomo Pharma have been jointly promoting Ozempic since July 2025. Building upon that, they have entered into a co-promotion...

Tina Banerjee

Mayne Pharma (MYX AU): The Scheme Booklet Should Calm Nerves

The scheme booklet should reassure that Cosette is not contesting the MAC clause. Recent events should help quell previous retail opposition to the...

Arun George

Knight Therapeutics Inc (GUD.) - Thursday, Mar 28, 2024

Knight Therapeutics is a specialty pharmaceutical company based in Montreal with operations in Canada and Latin America. Founded in 2014 by...

Value Investors Club (VIC)

Global Strategy: Carnage Continuation Amid Turkey Turmoil and US Dollar Breakout

Corrections across global ex-US markets continue to limit attractive investment opportunities from both a price and relative strength perspective. ...

Vermilion Research

Global Equity Strategy: Where to Hide Outside the U.S.

The U.S. has continued to separate itself from broad emerging market and developed international indexes. One positive is that MSCI EM and MSCI...

Vermilion Research

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