Chugai Pharmaceutical (4519 JP): Hemlibra Is the Only Saviour; Competition Bites Mainstay Drugs
Fast growth from Chugai’s new products falls short of compensating the revenue loss from the mainstay products. Chugai may not be able to meet 2022...
592 Views
Sosei Group (4565 JP): Partners’ Pipeline Progress Reflects Power of Drug Discovery Platform
Discovery collaboration with global pharma giants and consequent progress of the pipeline triggering milestone payments enhances conviction on...
503 Views
HEC Pharma (1558 HK): Core Product Saw Volume Recovery in 1H 2022; New Launches to Accelerate Growth
HEC Pharma’s revenue jumped ~6x in 1H22, driven by volume recovery of its core drug Kewei. Going ahead, new generic launches and insulin portfolio...
498 Views
Novo Nordisk: Record Exposure, Moves to Largest Global Overweight
Exposure in Novo Nordisk A/S (NOVOB DC) hits all-time highs among active Global managers, overtakes Visa (V US) and Roche Holding Ag (ROG SE) as...
349 Views
I-Mab (IMAB US): Expanding Commercialization Footprint in China for Innovative Late-Stage Assets
I-Mab entered into commercialization partnership in China ahead of its innovative and differentiated product launch. Shares are also expected to...
379 Views