Thomson Medical Group: Medicated by Leverage
We initiate our coverage of Thomson Medical Group Limited (ROWS SP) (TMG). The acquisition of a profitable Thomson Medical Centre (TMC) together...
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MergerTalk: Pfizer/Mylan -Don't Overdose on the Sector, but Mylan Over Teva Pair Trade Is Still On
The recently announced Reverse Morris Trust transaction involving the merger of Pfizer's (PFE US) off-patent business (Upjohn) with Mylan (MYL US)...
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India Generic Drugs: "Antitrust Unredacted"
New information in the government's investigation into antitrust violations by generic drug companies continues to surface. An unredacted version...
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Biosimilar Battlefield: Unpacking Celltrion
Both Celltrion Inc (068270 KS) and Celltrion Healthcare (091990 KS) have reported preliminary 2018 results with some MD&A. As suspected, Q4's...
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Biosimilar Battlefield: The Remsima/Inflectra Warning
2019 marks an inflection point for Korean biosimilar companies Celltrion Healthcare (091990 KS), Celltrion Inc (068270 KS), and Samsung Biologics...
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