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Equity Analysis / Global

SEARL enters exclusive license agreement with Beximco Pharma for Remdesivir

In an exchange filing today, SEARL PA has announced that it has successfully entered into a licensing and marketing agreement with Beximco Pharmaceuticals Bangladesh for Remdesivir – a US FDA approved wide-spectrum antiviral drug used to treat...
Intermarket Securities Yusra Beg
Yusra Beg @ Intermarket Securities 29 May 2020
SEARL enters exclusive license agreement with Beximco Pharma for Remdesivir
Strategy Note / Global

China devaluation another US-China friction and a risk for rival exporters

China's fixed Renminbi rate has depreciated 0.7% in the last month, 2.6% ytd, 3.3% in the last year, 8% in the last 5 years.Related readingGeopolitics after Covid-19: US-China cold war, fragmented EU and GCCChina and Hong Kong: 'One country,...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 26 May 2020
China devaluation another US-China friction and a risk for rival exporters
Equity Analysis / Pakistan

Pakistan's Ferozsons enters negotiations for Remdesivir production

In an exchange filing yesterday, Ferozsons Laboratories Limited (FEROZ) notified that it has entered negotiations, via its 80% owned subsidiary BF Biosciences Limited (BFBL), to potentially reach a non-exclusive license agreement with US-based Gilead...
Intermarket Securities Yusra Beg
Yusra Beg @ Intermarket Securities 12 May 2020
Equity Analysis / Pakistan

Pakistan: Ferozsons in talks with Gilead to produce Covid-19 drug Remdesivir

BF Biosciences limited, a subsidiary of Ferozsons Laboratories (FEROZ PA), is in talks with Gilead Sciences to manufacture and supply Remdesivir, a drug approved by the FDA to tread Covid-19 patients in critical condition, to Pakistan and 126 other c...
Tellimer Research Vahaj Ahmed
Vahaj Ahmed @ Tellimer Research 11 May 2020
Pakistan: Ferozsons in talks with Gilead to produce Covid-19 drug Remdesivir
Flash Report / Pakistan

Pakistan: Digital payments boom under Covid-19 lockdown

Reinforcing our view that the Covid-19 crisis could drive a shift to digital payments, Easypaisa, a leading Pakistan digital wallet, recently reported a significant surge in activity. We reiterate our view that the Pakistan digital payments...
Tellimer Research Rohit Kumar
Rohit Kumar @ Tellimer Research 5 May 2020
Pakistan: Digital payments boom under Covid-19 lockdown
Equity Analysis / Pakistan

Pakistan Market: KSE-100 – Staging a bounce back

The KSE-100 bounced back in April 2020, rising 17% mom, after a sharp 23% decline in March. The rally was led by (i) government decision to ease off lockdown conditions for certain industries, (ii) an emergency 200bps cut in the policy rate, bringing...
Intermarket Securities Saad Ali
Saad Ali @ Intermarket Securities 4 May 2020