CSPC Pharma (1093 HK): Finished Drugs, Licensing Up 1H26 Sales; SYS6010 Will Be Key In Near Future
CSPC Pharmaceutical Group (1093 HK) 1H26 revenue rose 40% YoY as finished drugs and licensing grew. CSPC targets the high-end market to achieve...
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APAC Healthcare Weekly (Oct 4) – Hengrui, Hansoh, Chugai Pharma, Daiichi Sankyo, Otsuka, Sun Pharma
Hengrui stuck $2.6B outlicensing deal with Novo. EC revoked EU marketing authorization of Hansoh’s aumolertinib. Otsuka initiates NDA submission to...
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Primer: CSPC Pharmaceutical (1093 HK) - Aug 2026
Transitioning to a Global Innovator: CSPC is successfully pivoting from a traditional generics and bulk drug manufacturer to an...
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China Equities: Relative Upside in Offshore Vs. Onshore Stocks
Offshore China is improving relative to onshore China. We anticipate a re-ratings cycle and selected a basket of offshore stocks for active returns.
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APAC Healthcare Weekly (Sept 27) – Hansoh Pharma, Innocare, Astellas, Otsuka, Telix Pharmaceuticals
Hansoh’s risvutatug rezetecan has been included in NMPA’s Priority Review list. Elevar Therapeutics won FDA approval for Lyrfigtu for bile duct...
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