BeiGene IPO Preview: Lucrative Lifesavers
BeiGene (BGNE US) is set to become the first overseas listed biotech firm to seek a secondary listing in Hong Kong, under the city’s newly revamped...
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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),...
436 Views
Opdivo Potential Capped Due to Pricing Pressure and Keytruda Competition
We reiterate our “Equal-weight” rating on the stock after reviewing our model post FY17 (YE Mar-18) earningsKey HighlightsBrisk Opdivo royalty...
412 Views
Drivers in Place to Ameliorate Revenue Decline, However, Reduced Gross Margins to Be the New Normal
We reiterate our “Equal-weight” rating on the stock after reviewing our model post FY17 (YE Mar-18) earnings.Drivers are in place to more than...
444 Views
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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