Indian Generic Pharmaceutical Companies: The US Business Is Recovering Slowly
Indian generic pharma companies are seeing recovery in US business. Going forward, US business is expected to see accelerate revenue growth, aided...
347 Views
Aequitas: Juniper Green Energy IPO - RHP Updates, Peer Comp and Thoughts on Valuation
Juniper Green Energy is looking to raise about US$187m in its downsized India IPO. In this note, we talk about the RHP updates and implied...
180 Views
COVID-19 : A Viral Threat to Pharma Supply Chain
Corona Virus shadows are glooming all over the world, and these fears have just begun. As a major highlight of 2020, the virus has conquered the...
570 Views
EM Strategy: Brazil Breaking Out, EM Energy Remains Attractive
While the MSCI EM index remains in a well-defined downtrend, and we continue to recommend selectivity, we highlight several investable themes and...
680 Views
Para IV Winners and Losers - September 2018
This month’s Para IV developments suggest that there is likely to be benefit to Teva Pharmaceutical Sp Adr (TEVA US) on Vesicare, Soolantra and...
588 Views