Takeda 1H FY18 (YE Mar'19) Results - First Glance
Key highlights Notwithstanding brisk contribution by the key growth drivers including Entyvio (+33% to ~¥129b), Ninlaro (+36% to ~¥30b), Takecab...
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Takeda/Shire III : EGM Announced, Drug Deal Coming Together
Friday after the close, Takeda Pharmaceutical (4502 JP) announced that the company had established the Record Date for its EGM to approve its...
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Japan CAR-T Therapy Landscape
Japan CAR-T therapy - Competitive landscapeJapan pharma catching-up with global players… but a large gap remains Novartis AG (NOVN SE)’ Kymriah...
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Japan: Seasonality - "Sell in July and Say Goodbye...Please Come Back on Culture Day"
IN ONE SENTENCE - If you wish to read no further, this insight can be summarised as - 1st Half > 2nd Half + 1st Quarter > 2nd Quarter >...
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Japan: Results & Revisions Update - Slowing Momentum Confirmed
DOUBLE-DIGIT YOY GROWTH BUT RISING COSTS A CONCERN- 27% of Japanese listed companies reported earnings results last week. In aggregate, the group...
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