Opdivo Potential Capped Due to Pricing Pressure and Keytruda Competition
We reiterate our “Equal-weight” rating on the stock after reviewing our model post FY17 (YE Mar-18) earningsKey HighlightsBrisk Opdivo royalty...
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Merck Alliance Provides Stability to Deal With the Outcome of High Risk Alzheimer’s R&D in FY19
We upgrade Eisai Co Ltd (4523 JP) to “Equal-weight” after reviewing our model post FY17 (YE Mar-18) earnings, in light of the augmented peak sales...
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Opportunities in The (Overpriced) Japan Pharma Sector
As a defensive sector, Japan’s pharmaceutical sector has had an up-and-down time of it during the Abe era. In the early days of Abenomics, the...
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Ono FY17 Earnings - First Glance
Ono Pharmaceutical Co Ltd (4528 JP) reported FY17 results on May 10, 2018 Opdivo led FY17 topline growth and gross margins expansion in line with...
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Ono’s Stock Price Decline on Merck’s KN-189 Success
On April 16, 2018, the topline data for Ono Pharmaceutical Co Ltd (4528 JP) Opdivo and Merck & Co. Inc. (MRK US) Keytruda, both as a...
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