Daiichi Sankyo (4568 JP) Releases Phase I Data for DS-8201 at ESMO 2017
Daiichi Sankyo [DSK] (4568 JP) released Phase I data for DS-8201 at ESMO 2017 as follows: 32% overall response rate, 82% disease control rate. The...
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1Q Results a Good Start in Japan - 133 Names Achieved More than 30% of Full-Year OP Guidance....
With approx. 90% of names with mkt-cap above ¥50bn already announcing 1Q results, we looked back to see how companies did. If we look at the...
396 Views
Int'l Compass: Overweight EM; Actionable Themes in Europe and Japan
Bullish technicals continue to support our call to overweight EM. We highlight actionable themes, as well as pullback opportunities in Europe,...
640 Views
Mitsubishi Tanabe (4508) - Acquisition of NeuroDerm Playing to Strength, Not Weakness
The history of overseas acquisitions by Japanese drug companies is not a pretty one, as they've either overpaid for a skillset (Takeda (4502 JP)...
234 Views
Pension Problems in Asia: Sacrificing the Staff for Bigger Bonuses
Falling interest rates and ageing populations that live longer are proving to be a toxic combination for defined benefit pension plans and, despite...
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