Icure Pharm (175250 KS): High Hope for Transdermal Patch-Type Dementia Treatment Option
Icure received approval for world’s first donepezil patch for the treatment of dementia. The company estimates the patch will be over KRW 1...
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Last Week in Event SPACE: ARA Logos/ESR-REIT, Z Energy, Ausnutria, MatsukiyoCocokara
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
485 Views
Celltrion Inc - The Minority Shareholders Upheaval & Concerns About Potential Inheritance Tax Issue
In this insight, we explain the recent minority shareholders upheaval of Celltrion Inc (068270 KS) and the potential timing of the merger of the...
338 Views
SK Inc - SoTP Valuation Analysis and 3 Key Catalysts (SK E&S, SK Pharmteco, & SK Siltron)
In this insight, we provide an updated NAV valuation analysis of SK Inc. Our updated base case valuation of SK Inc is 381,838 won per share,...
294 Views
Celltrion 3-Way Merger Timing & Trading Approach Aiming for Immediate Short Covering
This post examines the timing of the upcoming 3-way merger between Celltrion's three listed companies, along with trading approaches aiming for...
407 Views