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1 month ago | 
smartkarma.com | Jim Handy |Tina Banerjee
In today’s briefing:IS AI Spending Poised to Fall? APAC Healthcare Weekly (Mar 16)- Celltrion, Ono Pharma, Sun Pharma, Syngene, Zydus, Sichuan KelunIS AI Spending Poised to Fall?
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2 months ago | 
smartkarma.com | Arun George |Tina Banerjee |Michael Fritzell
In today’s briefing:JX Advanced Metals (5016 JP) IPO: The Bear CaseTerumo Corp (4543 JP): Strong Demand Drives Q3FY25 Performance; FY25 Guidance ReiteratedPoper (5134 JP)JX Advanced Metals (5016 JP) IPO: The Bear Case JX Advanced Metals (5016 JP) is a global leader in the semiconductor and ICT materials sector. It is seeking to raise up to US$2.6 billion. In JX Advanced Metals (5016 JP) IPO: The Bull Case, we highlighted the key elements of the bull case. In this note, we outline the bear case.
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2 months ago | 
smartkarma.com | Brian Freitas |Arun George |Tina Banerjee
In today’s briefing:Sigma Healthcare (SIG AU): Shareholders Approve Merger; Passives Could Start Buying in Two WeeksDropsuite (DSE AU): NinjaOne’s Binding Offer a Done DealSigma Healthcare (SIG AU): Shareholders Approves CWG MergerSigma Healthcare (SIG AU): Shareholders Approve Merger; Passives Could Start Buying in Two Weeks Sigma Healthcare (SIG AU) and Chemist Warehouse (CWG) shareholders have approved the merger with 99.86% and 100% of the votes cast in favour.
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2 months ago | 
smartkarma.com | Tina Banerjee
In today’s briefing:APAC Healthcare Weekly (Jan 26)- Daiichi Sankyo, Sumitomo Pharma, Fosun Pharma, SK Bioscience, HugelAPAC Healthcare Weekly (Jan 26)- Daiichi Sankyo, Sumitomo Pharma, Fosun Pharma, SK Bioscience, HugelDaiichi Sankyo received FDA approval for Datroway for the treatment of unresectable or metastatic hormone receptor (HR) positive, HER2 negative breast cancer who have received prior endocrine-based therapy and chemotherapy.
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Jan 22, 2025 | 
smartkarma.com | Sanghyun Park |Douglas Kim |Tina Banerjee
In today’s briefing: Unpacking the Backstory of HMM’s Value-Up Disclosure Today: Dividend Arbitrage Still in Focus Korea Zinc: Cross Shareholding Limitation System Loophole Details of New IPO System Improvement Measures in Korea HMM: Material Improvement in Corporate Value Up Plan Samsung Biologics (207940 KS): Record High Revenue in 2024; Accelerated Growth Expected in 2025 Unpacking the Backstory of HMM’s Value-Up Disclosure Today: Dividend Arbitrage Still in Focus HMM’s aggressive...
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Jan 18, 2025 | 
smartkarma.com | Tina Banerjee
In today’s briefing:APAC Healthcare Weekly (Jan 19)- Samsung Biologics, Daiichi Sankyo, Eisai, Sun Pharma, BioconAPAC Healthcare Weekly (Jan 19)- Samsung Biologics, Daiichi Sankyo, Eisai, Sun Pharma, BioconSamsung Biologics secured highest ever contract manufacturing order worth KRW2.07T ($1.4B) from a European pharmaceutical company. The cumulative order volume has now surpassed $17.6B.
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Jan 11, 2025 | 
smartkarma.com | Tina Banerjee
In today’s briefing:APAC Healthcare Weekly (Jan 12)- Wuxi Biologics, Astellas, Otsuka, Samsung Biologics, PharmaessentiaAPAC Healthcare Weekly (Jan 12)- Wuxi Biologics, Astellas, Otsuka, Samsung Biologics, PharmaessentiaWuxi Biologics is selling its Ireland vaccine manufacturing facility to Merck for $500M. Astellas Pharma received approval for Vyloy in China for the first-line treatment of gastric cancer.
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Jan 9, 2025 | 
smartkarma.com | Tina Banerjee
In today’s briefing:Mesoblast (MSB AU): What Lies Ahead After FDA ApprovalAmaero International Ltd – US government loan of IS$23.5m a significant milestoneMesoblast (MSB AU): What Lies Ahead After FDA Approval Mesoblast Ltd (MSB AU) got FDA approval for Ryoncil for steroid-refractory acute graft versus host disease (SR-aGvHD) in pediatric patients 2 months of age and older.
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Dec 10, 2024 | 
smartkarma.com | Douglas Kim |Rosita Fernandes |Tina Banerjee
In today’s briefing:LG CNS IPO Valuation AnalysisEAAA India Alternatives Limited Pre-IPO TearsheetSAI Life Sciences IPO- Growing and Profitable Business; Aggressive Pricing Limits Upside PotentialLG CNS IPO Valuation AnalysisAccording to our valuation analysis, it suggests a base case implied market cap of 7.9 trillion won for LG CNS, representing target price of 81,095 won per share.
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Nov 29, 2024 | 
smartkarma.com | Tina Banerjee
In today’s briefing:Clarity Pharmaceuticals (CU6 AU): Well-Funded, Pipeline Progressing Well, Growth Prospects GaloreAFT Pharmaceuticals – Softer H1 on one-offs; recovery expected in H2Clarity Pharmaceuticals (CU6 AU): Well-Funded, Pipeline Progressing Well, Growth Prospects Galore Clarity Pharmaceuticals Ltd (CU6 AU) announced that two participants have been dosed with 64Cu-SAR-bisPSMA and imaged days after the commencement of the Co-PSMA Investigator-Initiated Trial (IIT).
