More Harsh Reality from Teva
U.S. healthcare industry leaders from across the spectrum of industry segments continue to downplay the near-term adoption of biosimilars in the...
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US Stock Market Seasonality: Shemitah Redux, The Afterparty
Almost exactly a year ago I wrote a piece on stock market seasonality titled Stock Market Seasonality - Januaries, SuperBowls, Third Years,...
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ANIMAL SPIRITS REPORT 2: APAC Valuation and Earnings Snapshot
Asia Pacific Investment Strategy In this series of introductory notes, Animal Spirits outlines the investment process and analytical framework we...
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Bioepis Details Don't Support the Valuation
We are following up on our previous post on the proposed listing of Samsung BioLogics US$9 Billion Valuation Is Rarefied Air in response to...
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Ildong Pharmaceutical Spin-Off: A Special Situations Gem
Ildong Pharmaceutical Co., Ltd. (000230 KS) spin-off is a special situations gem. We expect the combined values of Ildong Pharmaceutical and...
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