Jubilant Pharma: Good Drugs, Fully-Valued Bonds
We initiate our coverage of Jubilant Pharma Ltd (1164252D IN) (JPL) which is ranked top 2-3 global pharmaceutical company in the...
380 Views
Thomson Medical Group: Medicated by Leverage
We initiate our coverage of Thomson Medical Group Limited (ROWS SP) (TMG). The acquisition of a profitable Thomson Medical Centre (TMC) together...
327 Views
Global Equity Strategy: Stay Defensive With Technology, Health Care, Staples
Upside momentum continues to wane for global equities. Price action this week has indeed confirmed lower highs for now in the MSCI ACWI, ACWI...
353 Views
MergerTalk: Pfizer/Mylan -Don't Overdose on the Sector, but Mylan Over Teva Pair Trade Is Still On
The recently announced Reverse Morris Trust transaction involving the merger of Pfizer's (PFE US) off-patent business (Upjohn) with Mylan (MYL US)...
488 Views
India Generic Drugs: "Antitrust Unredacted"
New information in the government's investigation into antitrust violations by generic drug companies continues to surface. An unredacted version...
160 Views