Title: Are healthcare shares halfway up or already at the summit
Author: Korea Investment & Securities / Jee Hyung Han, et al.
Date: 2014-01-24
Pages: 27 pages (1 page on LegoChem Biosciences)
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Summary of contents

 
o  Retains skilled human resources, technological prowess, ability to generate rapid cash flow through L/O at early stages

o  Sales expected KRW 9.5 bn and BEP reached in 2014.

o  2015 will be a ciritical point as company value turns upward, being mainly attributed to milestones from AstraZeneca and possible L/O deals as oxazolidinone antibiotics and anticoagulant (FXa inhibitors) enter into phase 2.

Table of Contents
 

1. Review of 2013 Korean healthcare industry

2. Healthcare to keep growing in 2014

3. Company analysis

4. Top picks and second favorites

5. Coverage update

6. Update on other stocks

    1) Macrogen

    2) Lutronic

    3) LegoChem Biosciences

    4) ViroMed