Astellas (4503) - PROSPER Data Revives Value Story
For a drug that was targeted to hit US$6~8bil in sales, last year’s US$2.3bil revenue figure for Xtandi was decidedly below par. With the start of...
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Update on Astellas (4503) As It Gets Orphan Drug Status for Gilteritinib
News that gilteritinib has received orphan drug status for acute myeloid leukaemia (AML) would be rather more exciting for Astellas (4503 JP) but...
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JNJ's REMICADE Holds: PFE's Results To Confirm
Johnson & Johnson (JNJ US) reported Q2 2017 results today (quotes from earnings call are below). US revenue for REMICADE (reference product for...
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Olympus--Dead Money for Momentum Investors; Dip-Buying Time for Long-Term Investors
Olympus generates 98% of its profits from endoscopes sales and has a 70% global share of gastro enteral endoscope systems. Their current line-up is...
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Actelion / Johnson & Johnson: Tendered Vs Untendered Lines
Any deal-threatening risks to the Actelion / Johnson & Johnson transaction were assuaged in late March and we now solely await EC antitrust...
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