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Valens Research
  • Valens Research

UAFRS vs As Reported Weekly Highlights - Asia - 2020 09 11

This week, Valens identified distortions and the corresponding adjustments to correct for those distortions for 030000:KOR, 4587:JPN, and 6287:JPN.

 PRESS RELEASE

PeptiDream Announces New Peptide Drug Conjugate (“PDC”) Collaborat...

KANAGAWA, Japan--(BUSINESS WIRE)-- PeptiDream Inc., a public Kanagawa-based biopharmaceutical company (“PeptiDream”)(TOKYO:4587) announced today a new Peptide Drug Conjugate “PDC” collaboration agreement with Swiss-based Novartis (“Novartis”). Under the agreement, PeptiDream will use its proprietary Peptide Discovery Platform System (PDPS) technology for the identification of novel macrocyclic/constrained peptides for use as PDCs against multiple targets of interest selected by Novartis. Novartis will have exclusive rights to the program peptides for radionuclide payloads/conjugates and certai...

Pelham Smithers
  • Pelham Smithers

Pharma: PeptiDream (4587) - The Deal with J&J

Sales comment: While Peptidream is understandably fashionable and has momentum, PSA’s top pick in this space is Sosei (4565) whose stock price is currently languishing (YTD the shares are down 17%). However, we would continue to recommend playing the group through a basket of stocks that includes these two, the drug conjugate maker Nanocarrier (4571), and the stem cell firm Cellseed (7776).  On the surface, PeptiDream’s deal with Johnson & Johnson’s (J&J, JNJ US) Janssen unit looks no different ...

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...

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