Asia Healthcare Analyst, Pathology Associates Limited

Dion Stéfan Büchner M.D., FCAP

Asia Healthcare Analyst

Pathology Associates Limited

Thematic (Sector/Industry)

We reviewed data presented at the American Society of Hematology (ASH) conference in San Diego last week with a focus on the evolving treatment landscape for non-Hodgkin's lymphoma (NHL), multiple myeloma (MM), myeloadysplastic syndrome (MDS) and acute myeloid leukemia (AML).Data on several novel programs were presented; we review select companies based on our standard abstract assessment methodology. We use our proprietary ranking methodology (PRM) to rank concerned abstracts on seven criteria…

We reviewed data presented at the American Society of Hematology (ASH) conference in San Diego last week with a focus on the evolving treatment landscape for non-Hodgkin's lymphoma (NHL), multiple myeloma (MM), myeloadysplastic syndrome (MDS) and acute myeloid leukemia (AML).Data on several novel programs were presented; we review select companies based on our standard abstract assessment methodology. We use our proprietary ranking methodology (PRM) to rank concerned abstracts on seven criteria…

American Society of Hematology- (ASH) Annual Conference (2016) Review

With a focus on novel mechanisms of action (MoA), we highlight select non-Hodgkin's lymphoma (NHL) and Multiple Myeloma (MM) related abstracts at the upcoming American Society of Hematology (<a href="http://www.hematology.org/Annual-Meeting/" target="_blank">ASH – 2016</a>) conference in San Diego this weekend.We use our proprietary ranking methodology (PRM) to rank concerned abstracts on seven criteria (mechanism of action, clinical phase, indication, route of administration, study design, safety profile and efficacy profile) and assign weight to each criterion...

With a focus on novel mechanisms of action (MoA), we highlight select non-Hodgkin's lymphoma (NHL) and Multiple Myeloma (MM) related abstracts at the upcoming American Society of Hematology (ASH – 2016) conference in San Diego this weekend.We use our proprietary ranking methodology (PRM) to rank concerned abstracts on seven criteria (mechanism of action, clinical phase, indication, route of administration, study design, safety profile and efficacy profile) and assign weight to each criterion...

American Society of Hematology (ASH) -Annual Conference (2016) Preview

Pharma/ Biotechnology Investments Specialist, Vasuda Capital Management

Dr. Bhavneesh Sharma, MD, MBA

Pharma/ Biotechnology Investments Specialist

Vasuda Capital Management

<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/016/178/original/download%20%281%29.jpg?1478808170" class="editor-image img-responsive" data-smartkarma-image-id="16178"></figure><div class="content-caption">(I thought it was a reality show till I was shown the Oval Office today!)</div>Now that the initial shock period is over, we return to finding out how President Trump could affect the U.S. (and with it the global) healthcare and pharmaceutical sector. Broadly, Trump's policy on healthcare has focused on two issues: allowing Medicare to negotiate drug prices directly with the drug companies and repealing Obamacare.<div class="content-highlight">Drug Pricing and Trump:</div>Allowing Medicare and similar U.S. government programs to…

(I thought it was a reality show till I was shown the Oval Office today!)Now that the initial shock period is over, we return to finding out how President Trump could affect the U.S. (and with it the global) healthcare and pharmaceutical sector. Broadly, Trump's policy on healthcare has focused on two issues: allowing Medicare to negotiate drug prices directly with the drug companies and repealing Obamacare.Drug Pricing and Trump:Allowing Medicare and similar U.S. government programs to…

President Trump and Healthcare (And Pharma) Sector: What's Next?

<a href="https://www.smartkarma.com/entities/10370" target="_blank" data-smartkarma-citation="entities:10370:1">Acadia Pharmaceuticals Inc (ACAD US)</a>, our portfolio company announced the initiation of a phase 2 study of Nuplazid in Alzheimer's related agitation, an area of great unmet need. Alzheimer's related agitation could be even a larger potential market than Alzheimer-related psychosis (ADP). The drug is already in a phase 2 trial for ADP and results are expected later this year (which could provide an upward boost to the stock). We recommend accumulating the stock on current weakness. Our price…

 Acadia Pharmaceuticals Inc (ACAD US), our portfolio company announced the initiation of a phase 2 study of Nuplazid in Alzheimer's related agitation, an area of great unmet need. Alzheimer's related agitation could be even a larger potential market than Alzheimer-related psychosis (ADP). The drug is already in a phase 2 trial for ADP and results are expected later this year (which could provide an upward boost to the stock). We recommend accumulating the stock on current weakness. Our price…

Some Actionable Ideas in the Biotechnology and Pharmaceutical Sector: October 31 Sector Update

SGX Market Strategist, Equity & Fixed Income, Singapore Exchange Ltd (SGX)

Geoff Howie

SGX Market Strategist, Equity & Fixed Income

Asia’s leading multi-asset exchange

Singapore Exchange Ltd (SGX)

Singapore Exchange is Asia’s leading and trusted market infrastructure, facilitating the exchange of capital and ideas to create value for people, businesses and economies. As a multi-asset exchange operating equity, fixed income and derivatives markets to the highest regulatory standards, SGX is a vertically integrated business that provides listing, trading, clearing, settlement, depository and data services.

With about 40% of listed companies and over 80% of listed bonds originating outside of Singapore as well as established linkages across the region and in Europe, SGX is Asia’s most international and connected exchange. Offering a full suite of derivatives products across Asian equity indices, commodities and currencies, SGX is the world’s most liquid international market for the benchmark equity indices of China, India, Japan and ASEAN.

As Asia’s pioneering central counterparty, SGX is globally recognised for its risk management and clearing capabilities, and was one of the first globally to adopt the Principles for Financial Market Infrastructure.

Headquartered in AAA-rated Singapore, SGX has over 800 employees including offices in Beijing, Chicago, Hong Kong, London, New York, Mumbai, San Francisco, Shanghai and Tokyo.

<ul><li>From a demand perspective, Asia’s population is growing as is longevity. On the supply side, Asia’s number of doctors, nurses, hospitals and medical equipment diverge across the region, and still trail the per capita averages of the 34 OECD member countries. </li><li>For a shorter-term perspective, over the past five weeks, four Healthcare stocks (Cordlife Group, iX Biopharma, UG Healthcare Corporation &amp; Health Management International) have released Annual Reports whilst a secondary listing (Techcomp Holdings) has released an Interim Report.</li><li>Within these reports, there are examples of how the Healthcare Sector is adapting to Asia Pacific demographics, maintaining an ongoing focus on Research &amp; Development, monitoring pharmaceutical &amp; food regulation trends, collaborating with communities to build business channels, expansion of production lines and pursuing value chain management in manufacturing and distribution. </li></ul>

From a demand perspective, Asia’s population is growing as is longevity. On the supply side, Asia’s number of doctors, nurses, hospitals and medical equipment diverge across the region, and still trail the per capita averages of the 34 OECD member countries. For a shorter-term perspective, over the past five weeks, four Healthcare stocks (Cordlife Group, iX Biopharma, UG Healthcare Corporation &amp; Health Management International) have released Annual Reports whilst a secondary listing (Techcomp Holdings) has released an Interim Report.Within these reports, there are examples of how the Healthcare Sector is adapting to Asia Pacific demographics, maintaining an ongoing focus on Research &amp; Development, monitoring pharmaceutical &amp; food regulation trends, collaborating with communities to build business channels, expansion of production lines and pursuing value chain management in manufacturing and distribution. 

Japan

Terumo Corporation is a manufacturer and supplier of pharmaceuticals and medical tools and equipment. The Company's products include health foods, transfusion and infusion equipment, disposable medical supply, clinical testing systems, artificial organs, and electronic thermometers. Terumo markets the products through its subsidiaries and sales offices in the US, Europe, and Asia.

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Terumo (4543 JT)

American Society of Hematology- (ASH) Annual Conference (2016) Review

We reviewed data presented at the American Society of Hematology (ASH) conference in San Diego last week with a focus on the evolving treatment...

Dion Stéfan Büchner M.D., FCAP

American Society of Hematology (ASH) -Annual Conference (2016) Preview

With a focus on novel mechanisms of action (MoA), we highlight select non-Hodgkin's lymphoma (NHL) and Multiple Myeloma (MM) related abstracts at...

Dion Stéfan Büchner M.D., FCAP

President Trump and Healthcare (And Pharma) Sector: What's Next?

Now that the initial shock period is over, we return to finding out how President Trump could affect the U.S. (and with it the global) healthcare...

Dr. Bhavneesh Sharma, MD, MBA

Some Actionable Ideas in the Biotechnology and Pharmaceutical Sector: October 31 Sector Update

Acadia Pharmaceuticals Inc (ACAD US), our portfolio company announced the initiation of a phase 2 study of Nuplazid in Alzheimer's related...

Dr. Bhavneesh Sharma, MD, MBA

Key Drivers of Asia's Healthcare Sector

From a demand perspective, Asia’s population is growing as is longevity. On the supply side, Asia’s number of doctors, nurses, hospitals and...

Singapore Exchange Ltd (SGX)

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