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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Ono FY17 Earnings - First Glance
Ono Pharmaceutical Co Ltd (4528 JP) reported FY17 results on May 10, 2018 Opdivo led FY17 topline growth and gross margins expansion in line with...
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Ono’s Stock Price Decline on Merck’s KN-189 Success
On April 16, 2018, the topline data for Ono Pharmaceutical Co Ltd (4528 JP) Opdivo and Merck & Co. Inc. (MRK US) Keytruda, both as a...
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Japan Pharmaceuticals: The Week that Was…
Takeda Pharmaceutical Co Ltd (4502 JP) @ ¥ 4,911/ share (down 24% YTD) implies ~17x (~30% discount to industry average) our FY19e core EPS of ¥...
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Ono’s Stock Price Decline on Merck’s KN-042 Success
Merck & Co. (NYSE: MRK), on April 09, 2018, announced Keytruda’s (pembrolizumab) success in improving overall survival (OS) as 1L treatment in...
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