Daiichi Sankyo (4568 JP): FDA Goes Datroway, Daiichi in Contention for the Next “Enhertu” Moment
Daiichi Sankyo received FDA approval for Datroway for certain types of NSCLC. This is the second FDA-approved indication for the drug, which came...
927 Views
Sino Biopharmaceutical (1177 HK): Trial Result To Pave Label Expansion in Larger Patient Population
​Sino Biopharmaceutical presents promising lung cancer trial data for benmelstobart at ASCO. With superior clinical efficacy, benmelstobart has...
467 Views
Jiangsu Hengrui Medicine (600276 CH): ADC Drug Approval Presents Long-Term Opportunity
​Jiangsu Hengrui receives conditional approval for Trastuzumab Rezetecan for NSCLC. In 1Q25, the company reported sales growth of 20%. Innovative...
545 Views
Wuxi XDC Placement - Following Biologics Playbook, past Deals Have Been Mixed
WuXi AppTec (2359 HK) aims to raise around US$250m via selling around 3.5% stake in WuXi XDC Cayman (2268 HK). In this note, we talk about the deal...
586 Views
Jiangsu Hengrui Medicine (600276 CH) Signs Deal With Merck For a New Class of Cardiovascular Drug
​Hengrui and Merck strike exclusive deal for HRS-5346, with upfront payment of $200M and potential milestone payments up to $1.77B. HRS-5346 is...
616 Views