Global Healthcare Analyst

Tina Banerjee

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/polaris-group-of-tw" target="_blank" data-smartkarma-citation="entities:36282:1" rel="noopener">Polaris Group (6550 TT)</a> is developing novel anti-cancer therapies, with its lead drug candidate, Pegargiminase (ADI‑PEG 20) in late-stage clinical development for a wide range of cancers.</li>
<li>The various cancers targeted by Pegargiminase combination therapy have combined annual new cases of more than 19 million. The treatment market size is estimated to reach $20 billion in 2025.</li>
<li>Polaris aims to get at least two biologics license applications (BLA) approvals by 2025. With cash balance of NT$7.7 billion, the company is well-resourced to fund its ongoing clinical activities.</li>
</ul>



Polaris Group (6550 TT) is developing novel anti-cancer therapies, with its lead drug candidate, Pegargiminase (ADI‑PEG 20) in late-stage clinical development for a wide range of cancers.
The various cancers targeted by Pegargiminase combination therapy have combined annual new cases of more than 19 million. The treatment market size is estimated to reach $20 billion in 2025.
Polaris aims to get at least two biologics license applications (BLA) approvals by 2025. With cash balance of NT$7.7 billion, the company is well-resourced to fund its ongoing clinical activities.


Polaris Group (6550 TT): An Attractive Bet With Differentiated Approach To Cancer Therapy

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

<ul>
<li>We are starting to see early signs of a potential bottom on MSCI EM (EEM-US).</li>
<li>Specifically, the EEM-US has reversed topside its 6-month downtrend. If MSCI EM has indeed bottomed, we want to be buying the leaders; that is where this report comes in.</li>
<li>Specific themes include attractive opportunities in India and Thailand, and also many in Taiwan and South Korea. Attractive Sectors include Energy, Financials, Materials, and Industrials.</li>
</ul>


We are starting to see early signs of a potential bottom on MSCI EM (EEM-US).
Specifically, the EEM-US has reversed topside its 6-month downtrend. If MSCI EM has indeed bottomed, we want to be buying the leaders; that is where this report comes in.
Specific themes include attractive opportunities in India and Thailand, and also many in Taiwan and South Korea. Attractive Sectors include Energy, Financials, Materials, and Industrials.


Finding Leadership Within Emerging Markets

Taiwan

Polaris Group of TW researches and develops biological drugs for cancer, small molecular drugs, and other diagnostic reagents. The Company focuses on hepatocellular carcinoma, mesothelioma, pancreatic cancer, non-small cell lung cancer, melanoma, and acute myeloid leukemia fields. Polaris Group conducts businesses in Taiwan and California.

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Polaris Group (6550 TT)