MitChem Deal for MitTanabePharma - Opportunistic But Likely Not To Cause Too Much Upset
After the close today, Mitsubishi Chemical (4188 JP) ("MCH") announced a Tender Offer to buy in the minorities of Mitsubishi Tanabe Pharma (4508...
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Japan Pharma - Domestic Market and Long Listed Drug Exposure
The Japanese government recently announced its decision to initiate an ad-hoc price reduction of ~4.35%, to be levied in October 2019, this will...
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Japan Pharma - Top Picks
While Gni Group Ltd (2160 JP) is our high risk-high return pick, Mitsubishi Tanabe Pharma (4508 JP) is a contrarian call in anticipation of value...
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Mitsubishi Tanabe 1H FY18 (YE Mar'19) Results - First Glance
Key highlights Domestic pharma, contributing ~70% of total sales and one of the biggest victims of the ongoing pricing reforms in Japan, declined...
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Japan Pharma: Core Coverage Investment Thesis and Valuations (III/III)
Takeda Pharmaceutical (4502 JP), Astellas Pharma (4503 JP), Daiichi Sankyo (4568 JP), Eisai Co Ltd (4523 JP), Otsuka Holdings (4578 JP), Chugai...
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