Global Healthcare Analyst

Tina Banerjee

Thematic (Sector/Industry)

<ul>
<li>Wuxi AppTech is selling its US and UK-based cell and gene therapy unit to Altaris for an undisclosed sum. SK Bioscience expanded vaccine development partnership with Sanofi.</li>
<li>Celltrion received FDA approval for global phase 3 trial of Darzalex biosimilar. Shionogi has announced dissolution of two joint ventures (established in Shanghai and Hong Kong) with Ping An Insurance.</li>
<li>Kaken Pharmaceutical entered into a license agreement with J&amp;J for the global development, manufacturing, and commercialization of a STAT6 program for an upfront payment of $30M.</li>
</ul>


Wuxi AppTech is selling its US and UK-based cell and gene therapy unit to Altaris for an undisclosed sum. SK Bioscience expanded vaccine development partnership with Sanofi.
Celltrion received FDA approval for global phase 3 trial of Darzalex biosimilar. Shionogi has announced dissolution of two joint ventures (established in Shanghai and Hong Kong) with Ping An Insurance.
Kaken Pharmaceutical entered into a license agreement with J&amp;J for the global development, manufacturing, and commercialization of a STAT6 program for an upfront payment of $30M.


APAC Healthcare Weekly (Dec 29)- Wuxi AppTech, SK Bioscience, Kaken Pharma, Shionogi, Daiichi Sankyo

<ul>
<li>After two rejections, Mesoblast has finally received FDA approval for its first drug. Celltrion has received FDA approval for its Stelara biosimilar, which will be launched in February 2025.</li>
<li>Peptidream has become eligible for a milestone payment. Sumitomo Pharma is strengthening R&amp;D for regenerative medicine and cell therapy business. Astellas Pharma in-licenses technology for developing neurology drugs.</li>
<li>Hansoh Pharmaceutical granted an exclusive global license to Merck for its pre-clinical drug candidate. Lupin received FDA approval to market generic version of blockbuster Descovy tablets.</li>
</ul>


After two rejections, Mesoblast has finally received FDA approval for its first drug. Celltrion has received FDA approval for its Stelara biosimilar, which will be launched in February 2025.
Peptidream has become eligible for a milestone payment. Sumitomo Pharma is strengthening R&amp;D for regenerative medicine and cell therapy business. Astellas Pharma in-licenses technology for developing neurology drugs.
Hansoh Pharmaceutical granted an exclusive global license to Merck for its pre-clinical drug candidate. Lupin received FDA approval to market generic version of blockbuster Descovy tablets.


APAC Healthcare Weekly (Dec 22)- Mesoblast, Celltrion, Peptidream, Astellas, Hansoh, Lupin

<ul>
<li>Daiichi Sankyo is investing $152M for building a new ADC manufacturing facility in Shanghai. Eisai has received approval for Urece in China as a treatment for gout patients with hyperuricemia.</li>
<li>Celltrion has announced its largest-ever dividend of KRW750 per share and 1:20 bonus shares. The record date for dividend payment and bonus share is December 31.</li>
<li>Metropolis Healthcare is acquiring Core Diagnostics, a prominent player in India’s specialized diagnostics sector for INR2.5B. CSPC Pharmaceutical has granted an exclusive license to Beigene for a clinical-stage drug candidate.</li>
</ul>


Daiichi Sankyo is investing $152M for building a new ADC manufacturing facility in Shanghai. Eisai has received approval for Urece in China as a treatment for gout patients with hyperuricemia.
Celltrion has announced its largest-ever dividend of KRW750 per share and 1:20 bonus shares. The record date for dividend payment and bonus share is December 31.
Metropolis Healthcare is acquiring Core Diagnostics, a prominent player in India’s specialized diagnostics sector for INR2.5B. CSPC Pharmaceutical has granted an exclusive license to Beigene for a clinical-stage drug candidate.


APAC Healthcare Weekly (Dec 15)-Daiichi Sankyo, Eisai, Celltrion, Metropolis Healthcare, CSPC Pharma

<ul>
<li>Eoflow Has been ordered by the U.S. Court to pay $452M as damages. Celltrion has submitted clinical trial application for CT-P44 (Darzalex biosimilar) to the FDA.</li>
<li>Takeda Pharmaceutical entered into an exclusive licensing agreement to develop and commercialize a late-stage oncology drug candidate. Medipal and JCR Pharmaceuticals initiated the Phase I/II trial of JR-446 in Japan.</li>
<li>SanBio has completed second production run for Akuugo suspension for intracranial implantation. Aurobindo Pharma’s U.S. arm Eugia has received final approval from the FDA to manufacture and market Pazopanib Tablets.</li>
</ul>


Eoflow Has been ordered by the U.S. Court to pay $452M as damages. Celltrion has submitted clinical trial application for CT-P44 (Darzalex biosimilar) to the FDA.
Takeda Pharmaceutical entered into an exclusive licensing agreement to develop and commercialize a late-stage oncology drug candidate. Medipal and JCR Pharmaceuticals initiated the Phase I/II trial of JR-446 in Japan.
SanBio has completed second production run for Akuugo suspension for intracranial implantation. Aurobindo Pharma’s U.S. arm Eugia has received final approval from the FDA to manufacture and market Pazopanib Tablets.


APAC Healthcare Weekly (Dec 8)- Eoflow, Celltrion, Takeda, Medipal, SanBio, Aurobindo Pharma

Korea / Special Situations, Clepsydra Capital

Sanghyun Park

Korea / Special Situations

Korea / Special Sits, Pairs, Index Rebalancing

Clepsydra Capital

Investigate special situations, pairs, and index rebalancing trades in Korea.

Index Rebalance

<ul>
<li>FnGuide Top 10 rebalancing is today, with TIGER likely splitting the flow between 11am noon and the close based on recent trading patterns.</li>
<li>I just confirmed that, despite the recent concerns, FnGuide is sticking with the 25% cap for the Top 2 names in today’s rebalance.</li>
<li>Samsung Electro Mechanics and Samsung C&amp;T are adds, Naver and Celltrion deletes. Watch Samsung C&amp;T for an intraday spike.</li>
</ul>


FnGuide Top 10 rebalancing is today, with TIGER likely splitting the flow between 11am noon and the close based on recent trading patterns.
I just confirmed that, despite the recent concerns, FnGuide is sticking with the 25% cap for the Top 2 names in today’s rebalance.
Samsung Electro Mechanics and Samsung C&amp;T are adds, Naver and Celltrion deletes. Watch Samsung C&amp;T for an intraday spike.


FnGuide Top 10 Rebal Trade Today: 25% Cap Confirmed

South Korea

Celltrion Inc. produces and sells biosimilar products and also provides consignm ent processing service for other companies.  The Company's main product is Abata cept which is for arthritis treatment

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Celltrion Inc (068270 KS)

APAC Healthcare Weekly (Dec 29)- Wuxi AppTech, SK Bioscience, Kaken Pharma, Shionogi, Daiichi Sankyo

Wuxi AppTech is selling its US and UK-based cell and gene therapy unit. APAC healthcare companies continued their licensing activities. Approvals...

Tina Banerjee

APAC Healthcare Weekly (Dec 22)- Mesoblast, Celltrion, Peptidream, Astellas, Hansoh, Lupin

Mesoblast got FDA approval for its first drug, while Betta Pharma, Celltrion, and Lupin also received some major FDA approvals. Pharma companies...

Tina Banerjee

APAC Healthcare Weekly (Dec 15)-Daiichi Sankyo, Eisai, Celltrion, Metropolis Healthcare, CSPC Pharma

The insight covers key developments in prominent APAC healthcare companies. These developments are expected to impact the financials of the...

Tina Banerjee

APAC Healthcare Weekly (Dec 8)- Eoflow, Celltrion, Takeda, Medipal, SanBio, Aurobindo Pharma

The insight covers key developments in prominent APAC healthcare companies. These developments are expected to impact the financials of the...

Tina Banerjee

FnGuide Top 10 Rebal Trade Today: 25% Cap Confirmed

This post looks into today’s FnGuide Top 10 rebalance, with the 25% cap application confirmed, and Samsung C&T’s potential intraday spike one to...

Sanghyun Park

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