Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
INSIGHT PROVIDER
Avien Pillay
Healthcare Equity Analyst - Emerging & Dev Markets
•
daaimon
Message
Follow
Location:
United Kingdom
Joined:
14 February 2024
19
Insights
6.6k
Views
16
Followers
Equity Bottom-Up
•
Thematic (Sector/Industry)
Message
Follow
Regions
Sectors
Verticals
More Filters
Refresh
Top Picks Only
Recent
bullish
•
Daiichi Sankyo
•
16 Oct 2024 15:22
Daiichi Sankyo (4568 JP) Valuation Update – Are We There Yet?
The “priced for perfection scenario” is unwinding and the valuation is become more palatable. We recommend buying into weakness.
daaimon
212 Views
Share
bearish
•
Celltrion Inc
•
17 Sep 2024 17:14
Celltrion Inc (068270 KS)– Is the Sell-Side’s Bullishness Justified?
Biosimilar market is expected to grow much faster than generic drug market, but profitability will be a challenge. Celltrion’s guidance is too...
daaimon
291 Views
Share
bullish
•
Innovent Biologics Inc
•
23 Aug 2024 02:09
Innovent Biologics (1801 HK) Adds to Its Oncology Portfolio
Innovent’s portfolio of nine approved oncology drugs, and pipeline of late-stage oncology drugs makes it a very attractive asset in the biggest...
daaimon
410 Views
Share
bullish
•
Thematic (Sector/Industry)
•
26 Jul 2024 03:11
GLP-1s - Update 1
The GLP-1 market is evolving at a rapid pace and strong competition, patent challenges, and pressure to solve the obesity epidemic will favour the...
daaimon
378 Views
Share
bullish
•
The United Laboratories International Holdings Limited
•
10 Jul 2024 20:35
The United Laboratories Company Ltd (3933 HK) - A Sub Five PE Bargain!
TUL is a sub five PE company that is growing strongly, cash generative, paying 35% of earnings as dividends, and has an extensive pipeline...
daaimon
284 Views
Share
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.39.3
x