Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

HK Type 4 license through Ballingal Investment Advisors Ltd. 

I'm a highly experienced sell-side analyst with in excess of 22 years of covering Asia Pacific equities, the past 19 years immersed in event strategies encompassing M&A risk arbitrage, directional long/short, stub trades and restructuring.  

My background also includes accountancy (liquidation/bankruptcy/receivership) earlier in my career and as a chief financial officer of a global commodity company based in the US and Mexico.

Pan-Asia Catalysts/Events

Mayne Pharma (MYX AU): Firm Support From Cosette Would Be Welcome About Now

Mayne Pharma (MYX AU): Scheme Booklet Dispatch Lends More Than A Veneer Of Support

Mayne Pharma (MYX AU): Cosette's A$7.40/Share Scheme

Quiddity Advisors

Event-Driven

<ul>
<li>Back on the 21st Feb 2025, <strong><a href="https://www.smartkarma.com/entities/mayne-pharma-group-ltd" target="_blank" data-smartkarma-citation="entities:757:1" rel="noopener">Mayne Pharma (MYX AU)</a></strong>, a leader in dermatology and women’s health, <a href="https://announcements.asx.com.au/asxpdf/20250221/pdf/06frs9hcfc6v05.pdf" target="_blank" rel="noopener">entered into a Scheme</a> with US-based pharmaceutical outfit, Cosette Pharmaceuticals, at A$7.40/share. </li>
<li>The transaction is progressing - the HSR Act condition was <a href="https://announcements.asx.com.au/asxpdf/20250507/pdf/06jhjxtpqyjtm5.pdf" target="_blank" rel="noopener">satisfied</a> last week. A Scheme Booklet should be issued shortly, with an expected vote mid-June and late-June/early-July implementation. </li>
<li>Shares declined 3.1% yesterday over concerns a MAC <em>could</em> be triggered on the back of the Trump’s executive order on pharma. The impact is likely mixed, but leans neutral.</li>
</ul>


Back on the 21st Feb 2025, Mayne Pharma (MYX AU), a leader in dermatology and women’s health, entered into a Scheme with US-based pharmaceutical outfit, Cosette Pharmaceuticals, at A$7.40/share. 
The transaction is progressing - the HSR Act condition was satisfied last week. A Scheme Booklet should be issued shortly, with an expected vote mid-June and late-June/early-July implementation. 
Shares declined 3.1% yesterday over concerns a MAC could be triggered on the back of the Trump’s executive order on pharma. The impact is likely mixed, but leans neutral.


Mayne Pharma

Mayne Pharma (MYX AU): MAC Musings