IPOs and Catalysts/Events, Global Equity Research Ltd

Arun George

Arun has over 15 years’ experience covering the Technology sector. During this time, he has worked with technology start-ups and as an equity analyst in investment banks and independent research firms. He was formerly a Technology Analyst for Canaccord Genuity, Altium Securities, Espirito Santo Investment Bank, Noble Group and Clear Capital. He has a dual Master’s degree in Financial Engineering and Industrial and Operations Engineering from the University of Michigan. He obtained his Bachelor’s degree in Mechanical Engineering from the Indian Institute of Technology, Bombay. He is also a CFA charterholder.

IPOs and Catalysts/Events

Alphamab Oncology IPO: Valuation Easy to Swallow

Alphamab Oncology: Trading Debut, Valuation Scenario Analysis

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Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

Equity Capital Markets

<p><a href="https://www.smartkarma.com/entities/alphamab-co-ltd" target="_blank" data-smartkarma-citation="entities:28213:1" rel="noopener">Alphamab Co Ltd (1728643D CH)</a> is a pre-revenue biotech company with a focus on research and development, manufacturing and commercialisation of biologics for oncology. It has launched a Hong Kong IPO to raise up to HK$1.83 billion ($234 million). </p><div class="content-highlight"><p>The core product is KN046, and along with KN026 are the two drug candidates which are likely to be launched in the next 3-4 years. Overall, we believe that the key products have strong prospects and Alphamab’s cash burn is manageable. </p></div>

Alphamab Co Ltd (1728643D CH) is a pre-revenue biotech company with a focus on research and development, manufacturing and commercialisation of biologics for oncology. It has launched a Hong Kong IPO to raise up to HK$1.83 billion ($234 million). The core product is KN046, and along with KN026 are the two drug candidates which are likely to be launched in the next 3-4 years. Overall, we believe that the key products have strong prospects and Alphamab’s cash burn is manageable. 

Alphamab Oncology IPO Initiation: Clear Diagnosis