Primer: China NT Pharma Group (1011 HK) - Aug 2026
China NT Pharma is undergoing a critical and high-risk strategic transformation, pivoting from a struggling traditional pharmaceutical business...
88 Views
APAC Healthcare Weekly (March 29) – Hansoh, CSPC, Chugai, Takeda, Otsuka, Celltrion, Alteogen
Hansoh got trial approval, while CSPC obtained new drug approval. Chugai’s partner is discontinuing development of emugrobart. Otsuka is acquiring...
336 Views
HSCI / HK Connect Sep 2026: Post-Implementation Review
HK Connect Sep 2026 implementation has passed the first post-implementation week. We review what worked, what did not, and how current results...
102 Views
HSCI / HK Connect Sep 2026 Implementation: Pre-Implementation Update
HK Connect enters implementation on 7 Sep 2026. We update stock performance since the HSCI announcement and discuss the implementation trade.
139 Views
HSCI / HK Connect Sep 2026 Rebalance: Post-Announcement Positioning
HSIL announced the September review result on 21 Aug 2026 after market close. We forecast 53 southbound Connect ADDs and 15 DELETEs. We review the...
129 Views