Standing Alone in the Ampakines Pipeline: Biogen Sees Potential in Pfizer's Neuropsychiatry Asset
On 12 March 2018, Biogen Inc (BIIB US) announced an agreement to acquire Pfizer Inc (PFE US)'s first-in-class, Phase 2b ready AMPA receptor...
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Genomics as an Investment Theme
Genomics as an investment theme Costs of sequencing a human genome have fallen to less than $1,000 China leads the world in gene sequencing The...
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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...
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Daiichi Sankyo (4568) - Is Luck Running Out?
Daiichi Sankyo (4568 JP) has been seen as leading something of a charmed life in recent months, most notably when Sun Pharmaceutical (SUNP IN) paid...
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US Healthcare Overhaul Stumbling, Singapore Cyclical Rally Looking Premature
The Republican replacement for ‘Obamacare’ has been announced and looks an incoherent mess – resurgent healthcare inflation will be a drag on...
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