Japan/Asia Long-Short, LightStream Research

Mio Kato

Japan/Asia Long-Short

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

Equity Capital Markets

Stella Pharma Corp / Equity Capital Markets

Stella Pharma is indicating up over 50% higher than its IPO price of ¥460. As a biotech name with limited sales this one is hard to value even though we like its technology and market prospects a lot. We have a stab at potential valuations below.

Stella Pharma is indicating up over 50% higher than its IPO price of ¥460. As a biotech name with limited sales this one is hard to value even though we like its technology and market prospects a lot. We have a stab at potential valuations below.

This is the follow-up report on the financials and valuation aspects of Stella Pharma, after our previous report on its business model ad technology. Given the early stage of the business, firm conclusions are difficult here, but assessing potential prospects against the market sizes for cancer treatment, the niches the company is targeting and its particular technology, on balance we feel positioning is attractive.

This is the follow-up report on the financials and valuation aspects of Stella Pharma, after our previous report on its business model ad technology. Given the early stage of the business, firm conclusions are difficult here, but assessing potential prospects against the market sizes for cancer treatment, the niches the company is targeting and its particular technology, on balance we feel positioning is attractive.

Stella Pharma IPO – Potential Looks Underappreciated

Stella Pharma is a global leading biotechnology company that manufactures and sells boron pharmaceuticals. The company is to list on the 22nd of April and we examine its business and cancer treatment technology below.

Stella Pharma is a global leading biotechnology company that manufactures and sells boron pharmaceuticals. The company is to list on the 22nd of April and we examine its business and cancer treatment technology below.

Stella Pharma IPO – The Delicate Cancer Treatment Play

Japan

Stella Pharma Corporation operates as a therapeutic drug research and development company. The Company focuses on boron compounds, particularly those for use in boron neutron capture therapy. Stella Pharma serves customers worldwide.

Stella Pharma Corp (4888 JP)

Stella Pharma IPO – First Day Trading

As a biotech name with limited sales Stella Pharma is hard to value even though we like its technology and market prospects a lot but we have a...

Mio Kato

Stella Pharma IPO – Potential Looks Underappreciated

We find Stella Pharma's cancer treatment technology interesting and while valuations are difficult to narrow down, we believe on balance the name...

Mio Kato

Stella Pharma IPO – The Delicate Cancer Treatment Play

Stella Pharma offers interesting technology for the treatment of cancer cells placed in highly sensitive locations such as near vital organs,...

Mio Kato