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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Key ESG Engagement Questions - Healthcare Sector
Directly engaging with companies is often the solution to better understand risks, cultures and operational performance. In instances of ESG...
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Biosimilar Battlefield: An Update
Korea's biosimilar plays, Celltrion Inc (068270 KS) , Celltrion Pharm Inc (068760 KS) , Celltrion Healthcare (091990 KS) , and Samsung Biologics...
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Sanofi: Stop the Bleeding with Bioverativ
Today, Sanofi (SAN FP) announced that it is acquiring Bioverativ Inc (BIVV US) for $11.6 billion (a 64% premium). Management hosted a conference...
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Human Longevity
At KIS capital we try to keep ourselves at the forefront of technology and innovation, attempting to identify which industries may blossom, and...
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