Global Healthcare Analyst

Tina Banerjee

Thematic (Sector/Industry)

<ul>
<li>Daiichi Sankyo announced positive topline result from the phase 3 trial of Enhertu in gastric cancer. Kyorin Pharmaceutical outlicensed KRP-M223, a preclinical mast-cell-targeting candidate for chronic spontaneous urticaria, to Novartis.</li>
<li>Celltrion received FDA approval for Stoboclo and Osenvelt, biosimilars referencing Prolia and Xgeva, respectively. Zydus Lifesciences expects to start the development of world’s first combination vaccine against shigellosis and typhoid.</li>
<li>Biocon received FDA approval for lenalidomide capsules, indicated for types of multiple myeloma, and some other hematologic indications and dasatinib tablets for the treatment of chronic myeloid leukemia.</li>
</ul>


Daiichi Sankyo announced positive topline result from the phase 3 trial of Enhertu in gastric cancer. Kyorin Pharmaceutical outlicensed KRP-M223, a preclinical mast-cell-targeting candidate for chronic spontaneous urticaria, to Novartis.
Celltrion received FDA approval for Stoboclo and Osenvelt, biosimilars referencing Prolia and Xgeva, respectively. Zydus Lifesciences expects to start the development of world’s first combination vaccine against shigellosis and typhoid.
Biocon received FDA approval for lenalidomide capsules, indicated for types of multiple myeloma, and some other hematologic indications and dasatinib tablets for the treatment of chronic myeloid leukemia.


APAC Healthcare Weekly (Mar 9)- Daiichi Sankyo, Kyorin Pharma, Celltrion, Zydus Lifesciences, Biocon

<ul>
<li>Daiichi Sankyo has announced that Dato-DXd has been recommended for approval in EU. Astellas Pharma has submitted new drug application for conditional approval of Izervay for Geographic Atrophy in Japan.</li>
<li>SanBio has successfully secured the planned production yield for the second commercial production run to meet the approval conditions for the shipment of Akuugo suspension for intracranial implantation.</li>
<li>IHH Healthcare is seeking compensation of INR109.3B from Daiichi Sankyo for its stake buy in Fortis Healthcare. Dr. Reddy’s Laboratories entered licensing agreement with Shanghai Henlius Biotech for Darzalex biosimilar.</li>
</ul>


Daiichi Sankyo has announced that Dato-DXd has been recommended for approval in EU. Astellas Pharma has submitted new drug application for conditional approval of Izervay for Geographic Atrophy in Japan.
SanBio has successfully secured the planned production yield for the second commercial production run to meet the approval conditions for the shipment of Akuugo suspension for intracranial implantation.
IHH Healthcare is seeking compensation of INR109.3B from Daiichi Sankyo for its stake buy in Fortis Healthcare. Dr. Reddy’s Laboratories entered licensing agreement with Shanghai Henlius Biotech for Darzalex biosimilar.


APAC Healthcare Weekly (Feb 9)- Daiichi Sankyo, Astellas, SanBio, IHH, Henlius Biotech, Dr. Reddy’s

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

<ul>
<li>Highlight the potential windfall for Indian pharma due to Trump's "China Plus One" strategy. Emphasize how shifting US supply chains away from China could create significant opportunities for Indian manufacturers.  </li>
<li>Focus on Trump's conflicting goals of boosting domestic manufacturing while lowering drug costs. This inherent tension could benefit Indian generic companies as they offer affordable alternatives.  </li>
<li>Emphasize the uncertainty surrounding Trump 2.0's healthcare agenda. This ambiguity keeps investors on edge, creating an opportunity to present insightful analysis and predictions.</li>
</ul>


Highlight the potential windfall for Indian pharma due to Trump's "China Plus One" strategy. Emphasize how shifting US supply chains away from China could create significant opportunities for Indian manufacturers.  
Focus on Trump's conflicting goals of boosting domestic manufacturing while lowering drug costs. This inherent tension could benefit Indian generic companies as they offer affordable alternatives.  
Emphasize the uncertainty surrounding Trump 2.0's healthcare agenda. This ambiguity keeps investors on edge, creating an opportunity to present insightful analysis and predictions.


The Outlook of Indian Pharma Industry in Trump 2.0

<ul>
<li>Samsung Biologics secured highest ever contract manufacturing order worth KRW2.07T ($1.4B) from a European pharmaceutical company. The cumulative order volume has now surpassed $17.6B.</li>
<li>FDA has accepted Daiichi Sankyo’s revised filing for Dato-DXd for certain types of non-small cell lung cancer (NSCLC) and Eisai’s BLA for Leqembi subcutaneous autoinjector for weekly maintenance dosing.</li>
<li>Sun Pharma is acquiring Canada-based Antibe Therapeutics, a clinical-stage biotechnological company developing novel drugs primarily focusing on reducing pain and inflammation. Biocon got FDA clearance for insulin facility in Malaysia.</li>
</ul>


Samsung Biologics secured highest ever contract manufacturing order worth KRW2.07T ($1.4B) from a European pharmaceutical company. The cumulative order volume has now surpassed $17.6B.
FDA has accepted Daiichi Sankyo’s revised filing for Dato-DXd for certain types of non-small cell lung cancer (NSCLC) and Eisai’s BLA for Leqembi subcutaneous autoinjector for weekly maintenance dosing.
Sun Pharma is acquiring Canada-based Antibe Therapeutics, a clinical-stage biotechnological company developing novel drugs primarily focusing on reducing pain and inflammation. Biocon got FDA clearance for insulin facility in Malaysia.


APAC Healthcare Weekly (Jan 19)- Samsung Biologics, Daiichi Sankyo, Eisai, Sun Pharma, Biocon

<ul>
<li>India has become a global leader in pharmaceuticals, supplying 20% of the world’s generic drugs and 60% of global vaccine demand, with industry projections reaching $450 billion by 2047.</li>
<li>India’s growth as the “<strong>Pharmacy of the World</strong>” ensures affordable medicine access globally, while driving economic growth, bolstering the biopharma sector, and strengthening global healthcare systems.</li>
<li>India’s evolving pharmaceutical landscape, supported by strategic investments, policy reforms, and compliance with global standards, positions the country to further enhance its role in healthcare innovation and manufacturing.</li>
</ul>


India has become a global leader in pharmaceuticals, supplying 20% of the world’s generic drugs and 60% of global vaccine demand, with industry projections reaching $450 billion by 2047.
India’s growth as the “Pharmacy of the World” ensures affordable medicine access globally, while driving economic growth, bolstering the biopharma sector, and strengthening global healthcare systems.
India’s evolving pharmaceutical landscape, supported by strategic investments, policy reforms, and compliance with global standards, positions the country to further enhance its role in healthcare innovation and manufacturing.


Thematic Report: Changing Indian Pharma Landscape: Patents, USFDA, Policy Support

India

Dr. Reddy's Laboratories is an Indian multinational pharmaceutical company that researches, develops, manufactures, and markets a wide array of pharmaceutical products and services. The company produces over 190 medications, 60 active pharmaceutical ingredients, diagnostic kits, critical care, and biotechnology products. It operates globally across multiple regions, offering generic drugs, active pharmaceutical ingredients (APIs), differentiated formulations, biosimilars, and proprietary products. The company was founded in 1984 and is headquartered in Hyderabad, Telangana, India.

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Dr. Reddy's Laboratories (DRRD IN)

APAC Healthcare Weekly (Mar 9)- Daiichi Sankyo, Kyorin Pharma, Celltrion, Zydus Lifesciences, Biocon

APAC healthcare companies continued to get approvals for new products and initiates clinical trials. The companies continued with acquisitions and...

Tina Banerjee

APAC Healthcare Weekly (Feb 9)- Daiichi Sankyo, Astellas, SanBio, IHH, Henlius Biotech, Dr. Reddy’s

APAC healthcare companies continued to get approvals for new products and initiates clinical trials. The companies continued with acquisitions and...

Tina Banerjee

The Outlook of Indian Pharma Industry in Trump 2.0

Indian pharma poised for growth as Trump's "China Plus One" strategy opens doors for manufacturers, amid conflicting goals of boosting domestic...

Nimish Maheshwari

APAC Healthcare Weekly (Jan 19)- Samsung Biologics, Daiichi Sankyo, Eisai, Sun Pharma, Biocon

APAC healthcare companies got approvals for new products as well as clinical trials. The companies continued with acquisitions and collaborations...

Tina Banerjee

Thematic Report: Changing Indian Pharma Landscape: Patents, USFDA, Policy Support

India is a global pharmaceutical leader, supplying a significant portion of generic drugs and vaccines, with projections reaching $450 billion by...

Nimish Maheshwari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

APAC Healthcare Weekly (Mar 9)- Daiichi Sankyo, Kyorin Pharma, Celltrion, Zydus Lifesciences, Biocon

APAC healthcare companies continued to get approvals for new products and initiates clinical trials. The companies continued with acquisitions and...

Tina Banerjee

APAC Healthcare Weekly (Feb 9)- Daiichi Sankyo, Astellas, SanBio, IHH, Henlius Biotech, Dr. Reddy’s

APAC healthcare companies continued to get approvals for new products and initiates clinical trials. The companies continued with acquisitions and...

Tina Banerjee

The Outlook of Indian Pharma Industry in Trump 2.0

​Indian pharma poised for growth as Trump's "China Plus One" strategy opens doors for manufacturers, amid conflicting goals of boosting domestic...

Nimish Maheshwari

APAC Healthcare Weekly (Jan 19)- Samsung Biologics, Daiichi Sankyo, Eisai, Sun Pharma, Biocon

APAC healthcare companies got approvals for new products as well as clinical trials. The companies continued with acquisitions and collaborations...

Tina Banerjee

Thematic Report: Changing Indian Pharma Landscape: Patents, USFDA, Policy Support

​India is a global pharmaceutical leader, supplying a significant portion of generic drugs and vaccines, with projections reaching $450 billion by...

Nimish Maheshwari

Indian pharma poised for growth as Trump's "China Plus One" strategy opens doors for manufacturers, amid conflicting goals of boosting domestic...

India is a global pharmaceutical leader, supplying a significant portion of generic drugs and vaccines, with projections reaching $450 billion by...