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...
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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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Opportunities in The (Overpriced) Japan Pharma Sector
As a defensive sector, Japan’s pharmaceutical sector has had an up-and-down time of it during the Abe era. In the early days of Abenomics, the...
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This Week in Blockchain & Cryptos: Blockchain for Football 🏆⚽ Talent Management & Piracy Prevention
From missed penalties to a shocking German exit this week, this has been by far the most action-packed World Cup we have had in a long time. Such...
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Eisai FY17 Earnings - First Glance
Eisai Co Ltd (4523 JP) reported FY17 results on May 15, 2018 Lenvima sales ramp-up + Upfront payment from Merck led FY17 topline growth and gross...
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