Pharma and Healthcare (Q3FY26E Results Preview): Base business momentum to offset gRevlimid drag
The India Pharma and Healthcare sector is expected to see moderate revenue growth as EBITDA margins remain flat. We project sales/EBITDA growth of...
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Pharmaceuticals: Indian CRDMOs at a pivotal point, scale-up key
The Indian Contract Research, Development, and Manufacturing Organizations (CRDMO) market is poised to grow rapidly at a CAGR of ~13.4% over 2024...
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APAC Healthcare Weekly (Aug 3)– Celltrion, Alteogen, Wuxi Bio, CSPC, Jiangsu Hengrui, Eisai, Kissei
Celltrion is acquiring a biopharmaceutical production plant in US. Wuxi Bio starts construction of new facility. CSPC and Jiangsu Hengrui stuck...
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Thematic Report: Can Tariffs Undermine India’s Pharma Advantage?
India leads in generic medicine exports, offering significant cost savings in R&D and manufacturing compared to the US. The country's CRDMO sector...
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Upgrading Korea to Overweight; MSCI ACWI and Emerging Market Breakouts
MSCI $ACWI and Emerging Market $EEM Breakouts; Upgrading Korea $EWY to Overweight; Downgrading Broad Europe, but staying Overweight Germany,...
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