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...
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CX Daily: Trump’s First 100 Days Back in Office Is Breaking World Order
TOP STORIES Trump / Cover Story: Trump’s first 100 days back in office is breaking world order One-hundred days into Donald Trump’s second...
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CHMP Meeting Update April 2025: Sixteen New Medicines Recommended For Approval
Among the new medicines, Vertex’s triple combination CF drug Alyftrek, Amgen’s Thyroid eye disease drug Tepezza, and Jazz Pharmaceutical’s cancer...
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CHMP Meeting Update: Five New Medicines Recommended for Approval, Rejects Kisunla Application
​CHMP recommends approval for five medicines, but rejects marketing authorization for Eli Lilly's Kisunla for early Alzheimer's disease. It also...
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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...
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