Laurus Labs IPO Overview
India-based Laurus Labs has filed for a listing on the BSE and NSE, and reportedly plans to raise up to Rs300 crore for debt repayment and general...
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MedTech as an Investment Theme
Medicine is changing. For hundreds of years, the key drivers of progress were biology and chemistry. Now they are data science and software.Big...
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Andrew on Tech: IOT Everywhere
The proliferation of IoT: With over 25% 5-year CAGR for IoT devices shipment and wafer foundry market but a very fragmented vendors list, we...
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Long Position with Upcoming Catalysts
We expect the complete response letter (CRL) for Andexanet Alfa to be resolved in 2017 and the drug to be launched successfully in the U.S. market....
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Samsung Biologics IPO: Another Way for the Company's Relative Valuation
We used price/sales ratio for relative valuation of Samsung Biologics Co., Ltd (207940 KS) , a growing company that has yet to show an operating...
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