Trade Risks Start to Impact, as China Biotech Ambitions Grow…
Cyclical indicators are softening this month - new orders index for the Philly Fed fell nearly 23 points while Japan’s PMI new export orders...
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Human Longevity
At KIS capital we try to keep ourselves at the forefront of technology and innovation, attempting to identify which industries may blossom, and...
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Drugs Evolving Into 'Biological Software' to Boost Moribund Pharma Sector?
The global pharma and biotech sector has underperformed by about four points this year, and five over three years – the divergence with other...
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U.S. Equity Strategy: Reiterating Biotechs, Gold Miners; Downgrading Financials to Market Weight
Key themes: Downgrading Financials. Given the Sector’s relative deterioration, we are downgrading Financials to market weight. Pockets of strength...
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Chugai Pharmaceutical (4519 JP): Emicizumab Gets PDUFA Data
Chugai Pharmaceutical (4519 JP) announced on August 24th that the US FDA has accepted its Biologics License Application (BLA) for emicizumab (emi)...
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