Shionogi & Co (4507 JP): Ready To Cash-In On COVID-Related Efforts; Long-Term Growth Drivers Added
After the approval for COVID-19 oral drug in Japan, Shionogi expects to receive supply order from the government for 1 million doses. COVID...
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Otsuka Holdings (4578 JP) 1Q22: Global Products Continued Double-Digit Revenue Growth
Otsuka reported 13% y/y revenue growth in Q1, driven by four global products and reiterated 2022 guidance. Despite recent pipeline blues, Otsuka’s...
393 Views
Chugai Pharmaceutical (4519 JP): Key Drugs Are Facing Competition; 2022 Target Seems Aggressive
We remain bearish on Chugai Pharmaceutical as its largest selling drugs are facing competition. For 2022, the company is expecting just 1.4% y/y...
333 Views
Otsuka Holdings (4578 JP): Well-Diversified Portfolio to Augment Revenue Growth
Otsuka's diversified portfolio is well-positioned to achieve at least 10% average annual revenue growth. Rich pipeline should compensate for the...
390 Views
Simplex Holdings Pre-IPO - Peer Comp, Valuation - Lagging in Size but Leading in Growth and Margins
Simplex Holding’s shareholders aim to raise around US$300m via selling some of their stake in the company. Simplex has consistently been ranked...
214 Views