GSK (GSK.L/GSK.N) Elliot Goes Public with Campaign Demands
Elliot's @GSK “open letter” signals the start of a remuneration & proxy campaign. GSK's response is key to neutralising campaign & maintaining...
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GSK (GSK.L/GSK.N) Activists Likely to Question the Spin-Off
Good data points were presented at the #GSK briefing around the embedded value, but strategic missteps by management may question the spin-off...
295 Views
Eddingpharm: First Impressions
Eddingpharm plans to list on the HKEX. This Insight analyzes the company's products and pipeline. The main question is whether enthusiasm for the...
376 Views
The Quality Bubble in India
Over the past few months, there has been considerable debate among prominent investors and industry stalwarts in India, regarding the rising...
577 Views
Eris Lifesciences IPO - Rich Valuations at What Appears to Be Unsustainably High Margins
Eris Lifesciences plans to raise US$270m in its IPO through a selldown of shares by a ChrysCapital, a PE investor, and the founders. Our fellow...
476 Views