Daiichi Sankyo (4568) - Is Luck Running Out?
Daiichi Sankyo (4568 JP) has been seen as leading something of a charmed life in recent months, most notably when Sun Pharmaceutical (SUNP IN) paid...
173 Views
GEM Fund Positioning: Indian Healthcare - Condition Worsening
We analyse the stock allocations of 124 global emerging market equity long only funds from 2011 to today. All Funds are actively managed and the...
199 Views
Eris Lifesciences: Ask Some Questions, Take the Deal
Eris Lifesciences Limited (0113824Z IN) is an India-focused pharmaceutical company that produces and markets branded generic drugs. The company...
548 Views
AI & Machine Learning Disrupting The Healthcare Industry
In the omnipresence of machine learning, one of the most impacted segments is healthcare. Not only is AI in healthcare at the forefront of a...
601 Views
A Storm Will Follow the Lull
Newsflow around the US and state governments' antitrust investigations of the generic drug industry has been quiet since mid-December. Some lull is...
724 Views