Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked....
VOLUNTIS - CORPORATE | EUR11 VS. EUR8.3 (+123%) TP raised on the back of a new deal with Eisai and better mid-term visibility Voluntis unveils its potential roadmap to 2025 Eisai’s deal very likely covers Lenvima TP upgraded from EUR8.3 to EUR11
VOLUNTIS - CORPORATE | EUR8.3 (+92%) New global collaboration signed with Eisai strengthens Voluntis’ pipeline and financials Multiple DTx to be developed in Oncology First collaboration announced in ’21, more to come? Voluntis seems overly undervalued compared to peers
Voluntis | Corporate, TP EUR8.3 A front-runner in Digital Therapeutics • COVID-19 has forced healthcare over its digital tipping point • Oncology has yet to be digitized • DTx can bring significant value to oncology • Voluntis is very well positioned to leverage this momentum towards DTx
VOLUNTIS - NEUTRAL | EUR6.8 vs. EUR8 (+527%) Shift to oncology: challenging deployment of Oleena following FDA approval? Oleena approved by the FDA A whole new marketing strategy Anticipating limited commercial traction at launch What about diabetes and contracts with PBMs? FV down to EUR6.8 reflects slow development in diabetes
VOLUNTIS - NEUTRAL vs. BUY | EUR8 vs EUR11 FY18: Mid-term revenue and breakeven guidance lowered; Roche walks away No surprises in FY18 numbers; Financial visibility into late 2020 Mid-term revenue and breakeven guidance downgraded Roche completely walks away…this one was expected FV down to EUR8 (vs. EUR11), downgrade to Neutral (vs. Buy)
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