Japanese Names that Should Easily Beat FY1 Consensus OP and Names that Will Have a Hard Time...
Earning Season in Japan starts next week and we wanted to highlight names that need very strong 4Q numbers to get to consensus estimates and names...
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Death Rattle for Defensives?
While it is not a given that a switch from a high growth, high interest rate environment to a low growth, low interest rate environment is a good...
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Opdivo Singled Out in Government Rule Change
The suggestion of government orchestration against Ono’s immunotherapy treatment Opdivo (nivolumab) has moved a stage further with a report in the...
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Kaken Pharma (4521 JP): Growth Pangs Continue in 9MFY26, Guidance Marginally Revised
Kaken Pharmaceutical (4521 JP) reports underwhelming earnings in 9MFY26. Company needs strong revenue driver to combat challenges from drug price...
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Kissei Pharma (4547 JP): 9MFY26 Stable, Guidance Reiterated, Linzagolix Japan Launch Awaited
Kissei Pharmaceutical sees 11% revenue growth in 9MFY26 driven by key products. Expects stable FY26 with focus on Linzagolix (for uterine...
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