MSCI ACWI, ACWI Ex-US, EM Testing Logical Support; Actionable Themes: Defensives & Reopening Stocks
We are testing the March lows in several global indexes, including the MSCI $ACWI, ACWI ex-US $ACWX, and EM $EEM. While this is a logical spot for...
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BeiGene: Novartis Grabs Tislelizumab Rights
BeiGene's deal with Novartis for PD-1 tislelizumab validates its competitive position, and marks a rising trend of Chinese companies licensing...
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Harbour Biomed IPO: Positive Thoughts in Brief
This Insight includes a brief analysis of Harbour Biomed and its proposed listing on the HKEX. We like the deal at the price range offered.
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Jacobio Pharma: Focus on Novel Targets
An in-depth overview of the proposed listing of Jacobio Pharmaceuticals using a framework that touches on the science, market opportunity,...
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Legend Biotech (传奇生物) Pre-IPO: All-Stars Except for the Small Indication
Legend Biotech, a subsidiary of Hong Kong-listed GenScript, is planning to raise up to USD 300 million via an IPO. The company has a strong focus...
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