BAN2401 Detailed Data Presented at AAIC 2018 Validates Our Initial Concerns
Background - Eisai Co Ltd (4523 JP) on December 21, 2017, announced that 12 months data on BAN2401 did not meet its primary endpoint (link),...
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Most Popular / Unpopular Names in Japan over Last Month. Nintendo Made the Good List....
Over the last month, 9 companies have been upgraded by 2 or more analyst. Nintendo Co Ltd (7974 JP) is the largest by mkt-cap to make the list and...
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BAN2401Demonstrates Statistically Significant Clinical Data for 18 Months Study
We will review our numbers and rating after review of the full data at AAIC and for now maintain our “Equal-weight” rating on the...
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Merck Alliance Provides Stability to Deal With the Outcome of High Risk Alzheimer’s R&D in FY19
We upgrade Eisai Co Ltd (4523 JP) to “Equal-weight” after reviewing our model post FY17 (YE Mar-18) earnings, in light of the augmented peak sales...
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Japan: Sectors/Peer Groups 3M🔺Too Early to Bottom-Fish Cyclicals •Time to Trim Personal Products
THREE-MONTH % CHANGE IN SECTORS & PEER GROUPS - This regular insight focuses on the percentage change in each sectors' weight in the market...
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