Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Nearly 30 years of experience in the Korean/Asian equity research. Major sectors coverage include the following:
- Technology 
- Consumer 
- Special Situations/Deep Value Plays
- Tender Offers/M&As
- Holdcos/Stubs
- Asian Unicorns/Private Companies

Korea/Asia, Events, IPOs

Eoflow's US Subsidiary (Nephria Bio)'s Technology in MXene Advanced Material

Eoflow: Ozempic and Wegovy Reducing Need for Disposable Insulin Injection Devices + Ongoing Lawsuit?

Medtronic's M&A, Tender Offer, and Taking Private of Eoflow

An Update on Medtronic's Tender Offer of Eoflow

Summary of the Situation Regarding Insulet's Lawsuit in the US Against Eoflow

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Event-Driven

<ul>
<li>Insulet Corp (PODD US)'s lawsuit against Eoflow (294090 KS) caused a sharp decline in Eoflow's share price today (down 10.7% to 24,950 won).</li>
<li>Insulet is accusing Eoflow of hiring several senior personnel that have helped Eoflow to develop a product that could take away market share from Insulet. </li>
<li>The most important factor may be Eoflow's "special sauce" which is some kind of technology/mechanism that allows this 17% greater efficiency/convenience for the wearable EOPatch insulin device.</li>
</ul>


Insulet Corp (PODD US)'s lawsuit against Eoflow (294090 KS) caused a sharp decline in Eoflow's share price today (down 10.7% to 24,950 won).
Insulet is accusing Eoflow of hiring several senior personnel that have helped Eoflow to develop a product that could take away market share from Insulet. 
The most important factor may be Eoflow's "special sauce" which is some kind of technology/mechanism that allows this 17% greater efficiency/convenience for the wearable EOPatch insulin device.


Insulet's Lawsuit Against Eoflow, Medtronic's Tender Offer, and Eoflow's "Special Sauce"