Surveying The Biosimilar Battlefield
The biosimilar market has been of particular interest to us in light of the high expectations set for Samsung Biologics Co., Ltd (207940 KS) and...
689 Views
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...
482 Views
Biogen Likes Biosimilars
Biogen Inc (BIIB US) , the partner of Samsung Biologics Co., Ltd (207940 KS) in the Samsung Bioepis JV, reported Q2 2017 results this morning and...
470 Views
JNJ's REMICADE Holds: PFE's Results To Confirm
Johnson & Johnson (JNJ US) reported Q2 2017 results today (quotes from earnings call are below). US revenue for REMICADE (reference product for...
506 Views
Reconsider the Samsung Bioepis Valuation
As noted in our Insight Pass on the Deal, Put on the Watchlist one of the underpinnings of the valuation of Samsung Biologics Co., Ltd (207940 KS)...
758 Views