Akeso (9926 HK): Synthetic Expert Call Transcript (14 Oct 2026)
Ivonescimab’s head-to-head overall survival (OS) victory over Keytruda in HARMONi-2 (median OS 30.8 months vs 22.6 months, HR 0.73) validates the...
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Quiddity Leaderboard CSI Medical Dec26: Expectations Have Changed; US$301mn One-Way
There are three index members failing the liquidity test by narrow margins and they should be monitored until the end of the reference period.
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Primer: BZAM (BZAM CN) - Oct 2026
Insolvency and Creditor Protection Under CCAA: Following years of chronic operational cash burn, rapid debt-financed acquisitions (including...
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Mayne Pharma (MYX AU): This One's On You Jim As Court Dismisses Cosette's Appeal
Mayne is 61% adrift of Cosette's Offer price. Yet, Mayne doesn't scream "buy" here. 5x+ forward EV/EBITDA is ok. The market is expecting EBITDA to...
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3Q26E Seasonal Growth; Limited Flood Impact
We expect 3Q26E core profit to rise YoY and QoQ on high-season demand, with no significant impact from Bangkok flooding. Rolling forward the ERP...
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