New COVID Variant Is Emerging; Testing and Vaccine Euphoria May Be Back; Keep Your Watchlist Ready
A new COVID variant, JN.1, is spreading rapidly and has been classified as a "variant of interest" by WHO. If it becomes deadlier, vaccine and...
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SD Biosensor (137310 KS): COVID Test Revenue Tapering Off; Global Expansion to Drive Future Growth
SD Biosensor is expected to take massive hit in revenue in 2023 due to declining COVID tests. However, new product launches and global expansion...
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Bionote Lock-Up - Uncertainty on the Horizon, Likely to See Some Selling Pressure
Bionote (377740 KS) was listed on 22nd Dec 2023, when it raised US$73m in its downsized Korean IPO. Its three-month lockup will expire on 21st Mar 23.
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Bionote IPO Trading - Weakest Demand Even After Cutting Price and Size
Bionote (377740 KS) raised US$72.2m in its Korean IPO. In this note, we will talk about the demand for the deal and other trading dynamics.
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Bionote Pre-IPO Peer Comp - Larger Segment Leads in Margins, but Trend Could Be Reversing
Bionote is looking to raise approximately US$200m in its Korean IPO. The IPO would consist of both a primary and secondary selldown. In this note,...
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