Mayne Pharma (MYX AU): High Risk/Reward as an FDA Letter Causes a Tailspin
Another day and another unhelpful development, but unlikely to derail the scheme. The risk/reward is attractive, but it's not a great look for a...
727 Views
Mayne Pharma (MYX AU): Trump’s Executive Order Unlikely to Trigger the MAC Clause
Due to a key exemption, the executive order is unlikely to trigger the MAC clause. Budding retail opposition will be tempered by this order. At the...
698 Views
Mayne Pharma (MYX AU): MAC Musings
Quantifying the pharma EO impact is not straightforward. My read is that the market has taken an unjustified negative view. Trading wide at a 6.9%...
834 Views
Merger Arb Mondays (12 May) - ESR, NTT Data, Shibaura, Torii, Imagica, Zeekr, Sinarmas, Gold Road
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
867 Views
Last Week in Event SPACE: NTT Data Corp, Zeekr, Shibaura Electronics, Swire Pacific/ThaiNamthip
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
597 Views