Ono Pharmaceutical (4528 JP): Key Drugs On High Growth Trajectory; Pipeline Expands Beyond Opdivo
Driven by indication expansion, Ono expects Opdivo sales to reach Ā„155B in FY23, up 38% y/y. The company is developing clinical pipeline beyond...
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Otsuka Holdings (4578 JP): Revenue Guidance Raise and New Products Line-Up Enhance Conviction
Otsuka has raised H1FY23 revenue guidance. However, profits will be negatively impacted by one-off charges. Guidance raise and new product line-up...
439 Views
Japan's Governance: Ono Pharmaceutical (4528) ESG Briefing
I attended Ono's ESG meeting on March 28 and will outline and discuss the issues. Governance efforts are passive, but It is commendable that they...
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Chugai Pharmaceutical (4519 JP): Key Drugs Are Facing Competition; 2022 Target Seems Aggressive
We remain bearish on Chugai Pharmaceutical as its largest selling drugs are facing competition. For 2022, the company is expecting just 1.4% y/y...
489 Views
šÆšµ JAPAN ā¢ Summer Results & Revision Scores - Large Caps
INTRODUCTION - Following on from our previous Insights covering the Market Composite, Sector and Peer Group Aggregate Results and Results &...
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