Some Actionable Ideas in the Biotechnology and Pharmaceutical Sector: October 31 Sector Update
 Acadia Pharmaceuticals Inc (ACAD US), our portfolio company announced the initiation of a phase 2 study of Nuplazid in Alzheimer's related...
502 Views
Key Drivers of Asia's Healthcare Sector
From a demand perspective, Asia’s population is growing as is longevity. On the supply side, Asia’s number of doctors, nurses, hospitals and...
3.6k Views
Structural Reform III: Evidence of Bad Luck over Poor Policy
Room for small hope amid bleak Japanese policy reform recordUntil now, our analysis of Japanese structural reform, centred upon raising Japanese...
345 Views
Recap of Key U.S. Biotechnology and Pharmaceutical Sector Events: October 17
Celgene (NASDAQ: CELG) announced successful phase 1b data of its antisense therapy GED-0301 in the treatment of Crohn's disease (48% remission rate...
368 Views
ANIMAL SPIRITS™ REPORT: Japan Equity Market Outlook - Escaping The Value Trap
Investment Conclusions We are currently "neutral" in our view on Japan in global developed market portfolios but "underweight" in our APAC...
519 Views