Healthcare Analyst

Wilfred Yuen

Thematic (Sector/Industry)

<ul>
<li>Akeso-Partner Summit Therapeutics released 2Q26 results. See our takeaways published earlier Akeso (9926.HK): SMMT 2Q26 Call Takeaways on Ivonescimab 
</li>
<li>
Harbour Bio, MicroPort MedBot, and Shanghai HeartCare released positive profit alerts; Wuxi Bio reached 10,000 molecules milestone; Ribo Life released positive Europe phase 2a study in its siRNA FXI inhibitor</li>
<li>
China's NMPA become the first approved Takeda's orexin narcolepsy drug; Science and Retraction Watch reported a girl death from a brain base-editing trial in Shanghai
</li>
</ul>


Akeso-Partner Summit Therapeutics released 2Q26 results. See our takeaways published earlier Akeso (9926.HK): SMMT 2Q26 Call Takeaways on Ivonescimab 


Harbour Bio, MicroPort MedBot, and Shanghai HeartCare released positive profit alerts; Wuxi Bio reached 10,000 molecules milestone; Ribo Life released positive Europe phase 2a study in its siRNA FXI inhibitor

China's NMPA become the first approved Takeda's orexin narcolepsy drug; Science and Retraction Watch reported a girl death from a brain base-editing trial in Shanghai



China Healthcare Weekly Wrap (20-24 July)

Global Healthcare Analyst

Tina Banerjee

<ul>
<li>Jiangsu Hengrui received NMPA approval for camrelizumab as a first-line treatment of recurrent or metastatic cervical cancer. BeOne Medicines announced $300M expansion of its New Jersey manufacturing and R&amp;D center.</li>
<li>Takeda Pharmaceutical got China approval for Orzeyful as a treatment of narcolepsy type 1. Nippon Shinyaku outlicences NS-025 to Aquelys Therapeutics for the treatment of xerostomia associated with Sjögren’s disease.</li>
<li>Samsung Biologics is acquiring PolyPeptide, a leading global CDMO specializing in peptide-based API, for CHF1.46B. Celltrion has applied to the EMA for marketing authorization for its Cosentyx biosimilar candidate, CT-P55. </li>
</ul>


Jiangsu Hengrui received NMPA approval for camrelizumab as a first-line treatment of recurrent or metastatic cervical cancer. BeOne Medicines announced $300M expansion of its New Jersey manufacturing and R&amp;D center.
Takeda Pharmaceutical got China approval for Orzeyful as a treatment of narcolepsy type 1. Nippon Shinyaku outlicences NS-025 to Aquelys Therapeutics for the treatment of xerostomia associated with Sjögren’s disease.
Samsung Biologics is acquiring PolyPeptide, a leading global CDMO specializing in peptide-based API, for CHF1.46B. Celltrion has applied to the EMA for marketing authorization for its Cosentyx biosimilar candidate, CT-P55. 


APAC Healthcare Weekly (July 26) – Hengrui, BeOne, Takeda, Nippon Shinyaku, Samsung Bio, Celltrion

<ul>
<li>CSPC Pharmaceutical entered drug discovery collaboration with AstraZeneca in a deal worth of $1.7B+. Abbisko Cayman is collaborating with AstraZeneca to jointly develop a novel IO-TKI combination therapy for NSCLC.</li>
<li>Insilico inked AI drug discovery deal with Takeda Pharmaceutical worth up to $600M. Nippon Shinyaku secured exclusive worldwide rights to develop and commercialize EXG-7001 for DMD from Elixirgen Therapeutics.</li>
<li>Otsuka’s Voyxact demonstrated significant stabilization of kidney function, with evidence of improvement over two years in Phase 3 trial. EMA recommended to pull CSL’s Tavneos from sale in the EU.</li>
</ul>


CSPC Pharmaceutical entered drug discovery collaboration with AstraZeneca in a deal worth of $1.7B+. Abbisko Cayman is collaborating with AstraZeneca to jointly develop a novel IO-TKI combination therapy for NSCLC.
Insilico inked AI drug discovery deal with Takeda Pharmaceutical worth up to $600M. Nippon Shinyaku secured exclusive worldwide rights to develop and commercialize EXG-7001 for DMD from Elixirgen Therapeutics.
Otsuka’s Voyxact demonstrated significant stabilization of kidney function, with evidence of improvement over two years in Phase 3 trial. EMA recommended to pull CSL’s Tavneos from sale in the EU.


APAC Healthcare Weekly (July 5) – CSPC, Abbisko, Insilico, Takeda, Nippon Shinyaku, Otsuka, CSL

<ul>
<li>This week we saw 3 licensing deals from China biopharma: 1) CSPC/AstraZeneca on siRNA drug discovery, 2) Insilico Medicine/Takeda on AI drug discovery, 3) Metis TechBio/Deerfield’s Boulevard Bio on a trispecific TCE</li>
<li>
Innovent expands its China commercial portfolio by adding Lilly’s CDK4/6 inhibitor Verzenios; Fosun licenses China right of Junshi’s near-approval IL-17A drug for psoriasis</li>
<li>US House Committee to launch national security investigations into 5 big pharmas for clinical trials at Chinese military sites; Other companies update include Hutchmed, Abbisko, BeOne, Hengrui </li>
</ul>


This week we saw 3 licensing deals from China biopharma: 1) CSPC/AstraZeneca on siRNA drug discovery, 2) Insilico Medicine/Takeda on AI drug discovery, 3) Metis TechBio/Deerfield’s Boulevard Bio on a trispecific TCE

Innovent expands its China commercial portfolio by adding Lilly’s CDK4/6 inhibitor Verzenios; Fosun licenses China right of Junshi’s near-approval IL-17A drug for psoriasis
US House Committee to launch national security investigations into 5 big pharmas for clinical trials at Chinese military sites; Other companies update include Hutchmed, Abbisko, BeOne, Hengrui 


China Healthcare Weekly Wrap (29 Jun - 3 July)

<ul>
<li>Hengrui Pharmaceuticals entered license agreements with BMS to advance 13 early-stage programs in oncology, hematology, and immunology. Sino Biopharmaceutical entered exclusive strategic collaboration with GlaxoSmithKline for Hepatitis B drug bepirovisen.</li>
<li>BeOne received FDA approval for Beqalzi for the treatment of mantle cell lymphoma. Otsuka’s subsidiary, Taiho Pharmaceutical secured FDA approval for Inqovi plus venetoclax for newly diagnosed acute myeloid leukemia.</li>
<li>Celltrion has acquired Gifrer, a 114-year-old local healthcare company in France. Bora Pharmaceuticals will acquire GMP manufacturing operations, including the CDMO business, of MacroGenics for $122.5M.</li>
</ul>


Hengrui Pharmaceuticals entered license agreements with BMS to advance 13 early-stage programs in oncology, hematology, and immunology. Sino Biopharmaceutical entered exclusive strategic collaboration with GlaxoSmithKline for Hepatitis B drug bepirovisen.
BeOne received FDA approval for Beqalzi for the treatment of mantle cell lymphoma. Otsuka’s subsidiary, Taiho Pharmaceutical secured FDA approval for Inqovi plus venetoclax for newly diagnosed acute myeloid leukemia.
Celltrion has acquired Gifrer, a 114-year-old local healthcare company in France. Bora Pharmaceuticals will acquire GMP manufacturing operations, including the CDMO business, of MacroGenics for $122.5M.


APAC Healthcare Weekly (May 17) – Hengrui, Sino Bio, BeOne, Otsuka, Celltrion, Bora Pharmaceuticals

China

BeiGene, Ltd. operates as a commercial stage biopharmaceutical company. The Company focuses on discovery, development, and commercialization of molecularly targeted and immuno-oncology drugs for the treatment of cancer. BeiGene serves patients worldwide.

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BeOne (ONC US)

China Healthcare Weekly Wrap (20-24 July)

SMMT 2Q26 on Akeso-partnered ivonescimab; positive profit alerts from Harbour, MicroPort MedBot, Shanghai HeartCare; Wuxi Bio hit 10,000 molecules;...

Wilfred Yuen

APAC Healthcare Weekly (July 26) – Hengrui, BeOne, Takeda, Nippon Shinyaku, Samsung Bio, Celltrion

Hengrui’s camrelizumab got indication expansion approval for cervical cancer. BeOne announced $300M expansion plan for US facility. Samsung...

Tina Banerjee

APAC Healthcare Weekly (July 5) – CSPC, Abbisko, Insilico, Takeda, Nippon Shinyaku, Otsuka, CSL

CSPC, Insilico, and Abiisko inked outlicensing deals with international companies. Nippon Shinyaku inlicenses DMD drug candidate. EMA recommends to...

Tina Banerjee

China Healthcare Weekly Wrap (29 Jun - 3 July)

Licensing deals continue this week: CSPC/AstraZeneca on siRNA, Insilico/Takeda on AI drugs, Metis/Deerfield's Boulevard on trispecific TCE;...

Wilfred Yuen

APAC Healthcare Weekly (May 17) – Hengrui, Sino Bio, BeOne, Otsuka, Celltrion, Bora Pharmaceuticals

Hengrui stuck licensing agreement with BMS. Sino Bio enters exclusive collaboration with GSK. BeOne got FDA approval for new drug. Bora will...

Tina Banerjee

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