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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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: 1H26 Results Missed on Topline; Upcoming Events on Harmoni-3 Readout and FDA PDUFA
Akeso 1H26 missed on topline. See inside for our thought on Akeso share price underperformance, upcoming catalysts on ivonescimab, 1H26 results...
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China Healthcare Weekly Wrap (28 Sep - 2 Oct)
Strong deal flows this week: 1) Abogen/Novartis on in vivo mRNA TCE; 2) Scibrunch/Merck on Kras G12D, 3) Hengrui/Novo on weekly oral GLP-1/GIP;...
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