One World, Two Stories
Celltrion's management continues to make very optimistic projections about Remsima's US sales in 2017 despite regulatory hurdles that will limit...
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SillaJen IPO Part 2 - Growth Potential & Appropriate Valuation Level
* In Part 2 (as below), I summarized the growth potential and appropriate valuation level of SillaJen.Apparently, not many people are doubtful...
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Korea National Pension Fund - Commitment to Buy 1 Trillion Won Worth of Small Cap Stocks in Korea
On October 26th, The Korea National Pension Fund (KNPF) announced that it will purchase 1 trillion won worth of small-mid cap stocks on the Korean...
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Some Actionable Ideas in the Biotechnology and Pharmaceutical Sector: October 31 Sector Update
Acadia Pharmaceuticals Inc (ACAD US), our portfolio company announced the initiation of a phase 2 study of Nuplazid in Alzheimer's related...
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Korea Stock Market Monthly Recap #7 - (October 2016)
The top events impacting the Korean stock market in October include the raid on Hanmi Pharm Co Ltd (128940 KS), disaster recall of Samsung...
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