Akeso (9926 HK) Placement - The Logic Behind and Thoughts on Valuation
The timing to launch the Placement is "tricky", as investors will worry about the FDA results on Nov.14, which determine Akeso's valuation...
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Akeso Inc (9926 HK) Placement: Prospective Pipeline, Positive Trial Results Offer Opportunistic Bet
Akeso launched placement of 20M shares at HK$ 97.76 for R&D and commercialization. The company offers much prospect with pipeline beginning to...
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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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Aequitas: Akeso Inc Placement Past Deals Have Been Weak but Current Raise Is Less Opportunistic
Akeso is looking to raise around US$250m in a primary offering. In this note, we talk about the deal dynamics and run the deal through our ECM...
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Akeso (9926 HK) - Eyes on Harmoni-3 Readout in 2H26
Akeso reported product sales of RMB1.8bn in 1H26, equivalent to 37% of our previous FY26 forecast, below our expectations despite broader NRDL...
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