Primer: Mitsubishi Tanabe Pharma (4508 JP) - Aug 2026
Mitsubishi Tanabe Pharma is undergoing a significant strategic shift following its acquisition by Bain Capital from Mitsubishi Chemical Group...
102 Views
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...
1.2k Views
Japan Pharma - Top Picks
While Gni Group Ltd (2160 JP) is our high risk-high return pick, Mitsubishi Tanabe Pharma (4508 JP) is a contrarian call in anticipation of value...
771 Views
Japan Pharma: Core Coverage Investment Thesis and Valuations (III/III)
Takeda Pharmaceutical (4502 JP), Astellas Pharma (4503 JP), Daiichi Sankyo (4568 JP), Eisai Co Ltd (4523 JP), Otsuka Holdings (4578 JP), Chugai...
513 Views
Japan Pharma: Core Coverage Investment Thesis and Valuations (II/III)
Takeda Pharmaceutical (4502 JP), Astellas Pharma (4503 JP), Daiichi Sankyo (4568 JP), Eisai Co Ltd (4523 JP), Otsuka Holdings (4578 JP), Chugai...
425 Views