daaimon

daaimon is an independent research company focusing on healthcare and consumer sectors across developed and emerging markets. We produce insightful research which challenges conventional thinking. In particular, we look for new ideas by testing consensus forecasts and markets expectations.

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Healthcare Equity Analyst - Emerging & Dev Markets, daaimon

Avien Pillay

Healthcare Equity Analyst - Emerging & Dev Markets

Independent Insight Provider

Thematic (Sector/Industry)

United states Biotechnology / Thematic (Sector/Industry)

<ul>
<li>There has been a significant increase in out-licensing deals in China over the last four years; numbers are at an all-time high. </li>
<li>There is a big deviation between actions of multinational drug companies and equity investors - over a similar period, the FTSE Pharma and Biotech index is down over 50%.</li>
<li>We have witnessed an improved environment for aspiring local Chinese biotech and pharma companies.</li>
</ul>


There has been a significant increase in out-licensing deals in China over the last four years; numbers are at an all-time high. 
There is a big deviation between actions of multinational drug companies and equity investors - over a similar period, the FTSE Pharma and Biotech index is down over 50%.
We have witnessed an improved environment for aspiring local Chinese biotech and pharma companies.


What Do Multinational Pharma Companies Know that Equity Investors Don’t?