The idea of a royalty aggregator sounds good at first glance. However, as a matter of principle, I don't invest in pharma because I'm concerned about the unpredictability of clinical trials and the patent cliff. I tend to focus on medtech or CDMOs.
@Aktienhauptmeister Actually, no 😅 I only know Asahi Kasei and Asahi Group…. I've never read anything about them in the Nikkei or other publications either. But then again, it is a mid-cap company, and those tend to get less and less attention.
