Covering IPOs, Healthcare and Technology Stocks

Andrei Zakharov

Algosun Global

Equity Bottom-Up

<ul>
<li>Leading mRNA vaccine producers announced plans to build manufacturing facilities in Africa this year. </li>
<li>According to Reuters, Rwanda, Senegal, or South Africa may be potential locations for Moderna’s new vaccine factory.</li>
<li>Africa has the world’s lowest vaccination rate, and only ~5% of Africans are fully vaccinated today. </li>
</ul>


Leading mRNA vaccine producers announced plans to build manufacturing facilities in Africa this year. 
According to Reuters, Rwanda, Senegal, or South Africa may be potential locations for Moderna’s new vaccine factory.
Africa has the world’s lowest vaccination rate, and only ~5% of Africans are fully vaccinated today. 


Why Moderna And BioNTech Want To Boost Production Capacities In Africa?

Global Healthcare Analyst

Tina Banerjee

<ul>
<li>
<a href="https://www.smartkarma.com/entities/green-cross-corp" target="_blank" data-smartkarma-citation="entities:2969:1" rel="noopener">Green Cross (006280 KS)</a> is currently waiting for marketing approval from the FDA for its immune globulin intravenous injection, which will mark its entry into the U.S. market.</li>
<li>The company will start commercializing its hemophilia A treatment, GreenGene F in China market this year. As a third-generation product, GreenGene is expected to gain substantial market share.</li>
<li>Green Cross shares remained subdued last year, as the company could not finalize a contract manufacturing deal for COVID-19 vaccine.</li>
</ul>



Green Cross (006280 KS) is currently waiting for marketing approval from the FDA for its immune globulin intravenous injection, which will mark its entry into the U.S. market.
The company will start commercializing its hemophilia A treatment, GreenGene F in China market this year. As a third-generation product, GreenGene is expected to gain substantial market share.
Green Cross shares remained subdued last year, as the company could not finalize a contract manufacturing deal for COVID-19 vaccine.


Green Cross (006280 KS): Look Ahead for Key Milestones Amid Covid Vaccine Related Setback

Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Capital Markets

<ul>
<li>CSL aims to raise up to US$4.8bn (A$6.8bn) via a fully underwritten placement, in order to partly fund its acquisition of Vifor Pharma.</li>
<li>The deal has been in the news for a while with CSL recently having to put out a media release to confirm talks.</li>
<li>In this note, we will talk about the deal dynamics and run the deal through our ECM framework.</li>
</ul>


CSL aims to raise up to US$4.8bn (A$6.8bn) via a fully underwritten placement, in order to partly fund its acquisition of Vifor Pharma.
The deal has been in the news for a while with CSL recently having to put out a media release to confirm talks.
In this note, we will talk about the deal dynamics and run the deal through our ECM framework.


CSL Placement - Lage Acquisition, Placement and Accretion, Along with Index Impact

HK/China Healthcare Analyst (ex-Fosun Pharma)

Xinyao (Criss) Wang

Shanghai Junshi Biosciences  / Equity Bottom-Up

<ul>
<li>We analyzed <a href="https://www.smartkarma.com/entities/shanghai-junshi-bioscience-h" target="_blank" data-smartkarma-citation="entities:27760:1" rel="noopener">Shanghai Junshi Bioscience Co. Ltd. (1877 HK)</a>’s pipeline, the commercialization strategy, the talents, the outlook and the related concerns.</li>
<li>We also analyzed what the valuation system ecology of top and first-class companies could be like as well as the logic behind.</li>
<li>Revolutionary companies can establish new business models, change the game rule at any time and have the initiative in hands. So, will Junshi progress or go backwards instead?</li>
</ul>


We analyzed Shanghai Junshi Bioscience Co. Ltd. (1877 HK)’s pipeline, the commercialization strategy, the talents, the outlook and the related concerns.
We also analyzed what the valuation system ecology of top and first-class companies could be like as well as the logic behind.
Revolutionary companies can establish new business models, change the game rule at any time and have the initiative in hands. So, will Junshi progress or go backwards instead?


Shanghai Junshi Bioscience (1877.HK) - Will Junshi Progress or Go Backwards Instead?

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Cross Asset Strategy

<ul>
<li>This is an updated insight of the original report called the <em>SPARS Pandemic Scenario vs COVID-19</em> which I first published in April 2021.</li>
<li>Despite the 7.66 billion doses of COVID-19 vaccines already administered, the number of COVID-19 cases today globally as compared to a year ago remain relatively similar. </li>
<li>The millions of people that leave their workplace because of the mandatory vaccination requirement could be another big wall of worry that "Mr. Market" will need to contend with.</li>
</ul>


This is an updated insight of the original report called the SPARS Pandemic Scenario vs COVID-19 which I first published in April 2021.
Despite the 7.66 billion doses of COVID-19 vaccines already administered, the number of COVID-19 cases today globally as compared to a year ago remain relatively similar. 
The millions of people that leave their workplace because of the mandatory vaccination requirement could be another big wall of worry that "Mr. Market" will need to contend with.


An Updated SPARS Pandemic Scenario Vs. COVID-19

United States

Moderna, Inc. operates as a biotechnology company. The Company focuses on the discovery and development of messenger RNA therapeutics and vaccines. Moderna develops mRNA medicines for infectious, immuno-oncology, and cardiovascular diseases.

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Moderna (MRNA US)

Why Moderna And BioNTech Want To Boost Production Capacities In Africa?

We believe the new Moderna's mRNA facility in Africa may help the biotech company boost market share in the EMEA region.

Andrei Zakharov

CSL Placement - Lage Acquisition, Placement and Accretion, Along with Index Impact

CSL aims to raise up to US$4.8bn (A$6.8bn) via a fully underwritten placement, in order to partly fund its acquisition of Vifor Pharma.

Sumeet Singh

Shanghai Junshi Bioscience (1877.HK) - Will Junshi Progress or Go Backwards Instead?

The article mainly analyzed Junshi in terms of the pipeline, commercialization strategy, the talents, the outlook, the related concerns, as well as...

Xinyao (Criss) Wang

An Updated SPARS Pandemic Scenario Vs. COVID-19

This is an updated insight of the original report called the SPARS Pandemic Scenario vs COVID-19 which I first published in April 2021.

Douglas Kim

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Market Cap (USDm)

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Why Moderna And BioNTech Want To Boost Production Capacities In Africa?

We believe the new Moderna's mRNA facility in Africa may help the biotech company boost market share in the EMEA region.

Andrei Zakharov

Green Cross (006280 KS): Look Ahead for Key Milestones Amid Covid Vaccine Related Setback

The company is expected to receive marketing approval in the U.S. for its first immune globulin product next month and start commercialize...

Tina Banerjee

CSL Placement - Lage Acquisition, Placement and Accretion, Along with Index Impact

CSL aims to raise up to US$4.8bn (A$6.8bn) via a fully underwritten placement, in order to partly fund its acquisition of Vifor Pharma.

Sumeet Singh

Shanghai Junshi Bioscience (1877.HK) - Will Junshi Progress or Go Backwards Instead?

The article mainly analyzed Junshi in terms of the pipeline, commercialization strategy, the talents, the outlook, the related concerns, as well as...

Xinyao (Criss) Wang

An Updated SPARS Pandemic Scenario Vs. COVID-19

This is an updated insight of the original report called the SPARS Pandemic Scenario vs COVID-19 which I first published in April 2021.

Douglas Kim