本文重要点
GNI appears well placed to expand, both through growth in China and by forming international deals.
買い視点
Track record of successful clinical development and commercialisation.
Participation in emerging growth in non-traditional pharmaceutical market through a Japanese investment vehicle.
Global out-licensing potential and broad pipeline.
売り視点
Relatively low profile outside Asia.
Negative reputation of Chinese pharmaceutical industry.
Chinese drug pricing is low and Chinese traditional medicine is still widespread.
中期的な変化があるとすれば
1) the start of the approved Phase II trial of F351
2) granting of an import licence for Tamibarotene
3) clinical and commercial progress with Etuary, could drive a further re-rating.
ヨーロッパでは、月と日を逆に表示するから。7/10を自動だとひっくり返して訳しちゃうんだよ。１０月7日でOK。
本文重要点
GNI appears well placed to expand, both through growth in China and by forming international deals.
買い視点
Track record of successful clinical development and commercialisation.
Participation in emerging growth in non-traditional pharmaceutical market through a Japanese investment vehicle.
Global out-licensing potential and broad pipeline.
売り視点
Relatively low profile outside Asia.
Negative reputation of Chinese pharmaceutical industry.
Chinese drug pricing is low and Chinese traditional medicine is still widespread.
中期的な変化があるとすれば
1) the start of the approved Phase II trial of F351
2) granting of an import licence for Tamibarotene
3) clinical and commercial progress with Etuary, could drive a further re-rating.