Global Equity Strategy: Health Care Hitting On All Cylinders - Overweight
Global equities remain in a short-term consolidation phase, however we continue to believe the longer-term trend is up and to the right for the...
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CStone Pharma's (基石药业) Lock-Up Expiry - Lack of Material Newsflow for Core Drug Candidates
Lock-up restriction for Cstone Pharma's pre-IPO investors and cornerstone investors will expire on August 26th. As we expect roughly USD 1 billion...
513 Views
SpinTalk: Focus On Corteva Agriscience (CTVA US) - An Attractive Long Term Investment Proposition
The Creation Of A Unique Pure-Play AgribusinessSome 20 months after Dow Chemicals and DuPont completed their ‘Merger of Equals’ in August 2017 to...
620 Views
Amarin--2019's Biggest Buyout Target for Big Pharma
Amarin (AMRN US), a US-listed biotech firm, presented the full results of its "Reduce-It" (RI) clinical trial at a conference for the American...
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Nihon Nohyaku: Adeka Offer Price Seems Full, but Longer-Term Outlook Makes Valuation Fair
We visited Nihon Nohyaku (4997 JP) ("Nichino") this week to discuss the company's longer-term strategy and gain a deeper understanding of its...
503 Views