Japan
Industry
BMI View: Astellas performed well in fiscal 9M11, with net income increasing by nearly a third. We believe the company could expand its business in the emerging markets to build upon...
2012-02-03Industry
BMI View: Japan's medical device market is an attractive proposition to local and foreign companies. Sales have grown consistently over the past decade and we forecast sustained expansion...
2012-01-23Industry
BMI View: Daiichi Sankyo needs to increase its exposure to both emerging markets and developed states. Despite the acceleration of Europe's sovereign debt crisis and the inevitability...
2011-11-02Industry
BMI View: Japan's pharmaceutical regulatory regime admirably addresses the needs and concerns of the three major industry stakeholders - patients, payers and pharmaceutical companies...
2011-10-28Industry
BMI Core View: Non-healthcare companies, particularly technology firms, will increasingly enter the medical services sector. Companies see healthcare as a sustainable and expanding...
2011-08-15Industry
BMI View: Despite Astellas Pharma's minimal exposure to generic drug competition and its optimistic forecast going into 2015, BMI is cautious of a company that has seen almost no organic...
2011-08-02Industry
BMI View: Traditionally, multinational drugmakers have maintained high revenue streams in developed markets through the sale of high-value patented medicines. While it is our view that...
2011-07-01Industry
BMI View: The Japanese government's appointment of Sanofi Pasteur to begin the clinical development of a monovalent inactivated polio vaccine in Japan reinforces the government's commitment...
2011-06-07




