Information Technology Consultant

Ishita Jain

Thematic (Sector/Industry)

<p>From retail deliveries to agriculture, drones have pervaded our day to day lives in a manner never envisaged before. Reserved only for the military just a few years ago, drones are quickly becoming favorites in many industries due to their low cost, ease of operation and effectiveness in carrying out otherwise manual tasks. This article sets out to introduce the industry and offer some ideas on how to invest in it.</p>

From retail deliveries to agriculture, drones have pervaded our day to day lives in a manner never envisaged before. Reserved only for the military just a few years ago, drones are quickly becoming favorites in many industries due to their low cost, ease of operation and effectiveness in carrying out otherwise manual tasks. This article sets out to introduce the industry and offer some ideas on how to invest in it.

<p>In today's digitized world, everything is connected and&nbsp;&nbsp;'smart' - our phones are packed with ever more functionality, we can surf the net directly from our TVs and our fitness trackers can dish out tons of metrics regarding our habits. Internet of things takes this one step further; by attaching sensors to every day and typically non-digital things, it promises&nbsp;to make everything around us 'smart'. This insight is an overview of the industry, its market potential and some thoughts on how to invest in it.</p>

In today's digitized world, everything is connected and&nbsp;&nbsp;'smart' - our phones are packed with ever more functionality, we can surf the net directly from our TVs and our fitness trackers can dish out tons of metrics regarding our habits. Internet of things takes this one step further; by attaching sensors to every day and typically non-digital things, it promises&nbsp;to make everything around us 'smart'. This insight is an overview of the industry, its market potential and some thoughts on how to invest in it.

Investing in the Internet of Things (IoT)

Global Healthcare Analyst

Tina Banerjee

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/ablbio-inc" target="_blank" data-smartkarma-citation="entities:35621:1" rel="noopener">ABLBio (298380 KS)</a>'s ADC drug candidate ABL111 (givastomig) enters global Phase 2 clinical trial for metastatic gastric cancer. Top line Phase 2 results are expected in 2027.  </li>
<li>Positive Phase 1b data position givastomig to be a potential best-in-class CLDN18.2-directed therapy for gastric cancer, which has a projected $12B market opportunity by 2030.</li>
<li>Last month, FDA approved clinical trial application for a Phase 1 trial of ABL206. ABL206 is the first candidate from ABL Bio’s next-generation ADC pipeline to enter the clinical stage.</li>
</ul>



ABLBio (298380 KS)'s ADC drug candidate ABL111 (givastomig) enters global Phase 2 clinical trial for metastatic gastric cancer. Top line Phase 2 results are expected in 2027.  
Positive Phase 1b data position givastomig to be a potential best-in-class CLDN18.2-directed therapy for gastric cancer, which has a projected $12B market opportunity by 2030.
Last month, FDA approved clinical trial application for a Phase 1 trial of ABL206. ABL206 is the first candidate from ABL Bio’s next-generation ADC pipeline to enter the clinical stage.


ABLBio (298380 KS): Pipeline Is Progressing Toward Commercialization

<ul>
<li>
<a href="https://www.smartkarma.com/entities/shionogi-co-ltd" target="_blank" data-smartkarma-citation="entities:19535:1" rel="noopener">Shionogi &amp; Co (4507 JP)</a> has announced 9MFY26 result, with revenue, operating profit, and net profit reaching record highs, led by growth in core businesses.</li>
<li>Double-Digit growth in royalty income from HIV franchise, rebound in domestic prescription business led by Torii, and expanded sales of Cefiderocol in the U.S. and EU drove 9MFY26 performance.</li>
<li>With high base effect for Xocova ending, and new growth drivers remaining intact, Shionogi’s financial performance to improve from FY27. The company is expecting few new launches during FY28–32.</li>
</ul>



Shionogi &amp; Co (4507 JP) has announced 9MFY26 result, with revenue, operating profit, and net profit reaching record highs, led by growth in core businesses.
Double-Digit growth in royalty income from HIV franchise, rebound in domestic prescription business led by Torii, and expanded sales of Cefiderocol in the U.S. and EU drove 9MFY26 performance.
With high base effect for Xocova ending, and new growth drivers remaining intact, Shionogi’s financial performance to improve from FY27. The company is expecting few new launches during FY28–32.


Shionogi & Co (4507 JP): Decent 9MFY26 Result; No Revision in FY Forecast; Accelerate Growth Ahead

<ul>
<li>
<a href="https://www.smartkarma.com/entities/ablbio-inc" target="_blank" data-smartkarma-citation="entities:35621:1" rel="noopener">ABLBio (298380 KS)</a> has secured equity investment of KRW22B (~$15M) from Eli Lilly. The issue price of KRW125,900 per share represents ~22% discount to last undisturbed closing price.</li>
<li>ABL Bio plans to use the proceeds to advance its core technologies, including bispecific antibody platform, Grabody and bispecific ADCs. ABL Bio has rich pipeline, with eight ongoing clinical projects.</li>
<li>From a long-term perspective, relationship with Lilly opens a broad range of collaborative opportunities to develop innovative therapies. We may see similar deals with other major global pharma companies.</li>
</ul>



ABLBio (298380 KS) has secured equity investment of KRW22B (~$15M) from Eli Lilly. The issue price of KRW125,900 per share represents ~22% discount to last undisturbed closing price.
ABL Bio plans to use the proceeds to advance its core technologies, including bispecific antibody platform, Grabody and bispecific ADCs. ABL Bio has rich pipeline, with eight ongoing clinical projects.
From a long-term perspective, relationship with Lilly opens a broad range of collaborative opportunities to develop innovative therapies. We may see similar deals with other major global pharma companies.


ABLBio (298380 KS): Funding From Lilly To Strengthen Drug Development Capabilities

United Kingdom

GSK is a British multinational biopharmaceutical company focused on the research, development, and delivery of innovative vaccines and specialty medicines. It addresses major disease areas including HIV, respiratory, oncology, and infectious diseases. The company was established in 2000 through the merger of Glaxo Wellcome and SmithKline Beecham, and is headquartered in London, England.

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GSK (GSK LN)

Investing in Drones

From retail deliveries to agriculture, drones have pervaded our day to day lives in a manner never envisaged before. Reserved only for the military...

Ishita Jain

Investing in the Internet of Things (IoT)

In today's digitized world, everything is connected and 'smart' - our phones are packed with ever more functionality, we can surf the net directly...

Ishita Jain

ABLBio (298380 KS): Pipeline Is Progressing Toward Commercialization

ABLBio's ADC candidate ABL111 enters global Phase 2 trial for gastric cancer, with $12B opportunity by 2030. FDA also approves Phase 1 trial for...

Tina Banerjee

Shionogi & Co (4507 JP): Decent 9MFY26 Result; No Revision in FY Forecast; Accelerate Growth Ahead

Shionogi reports record high revenue, operating and net profits in 9MFY26, driven by growth in core businesses. The company is expecting few new...

Tina Banerjee

ABLBio (298380 KS): Funding From Lilly To Strengthen Drug Development Capabilities

ABLBio secured equity investment of KRW22B from Eli Lilly. ABL Bio plans to use the proceeds to advance its core technologies, including bispecific...

Tina Banerjee

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Investing in Drones

From retail deliveries to agriculture, drones have pervaded our day to day lives in a manner never envisaged before. Reserved only for the military...

Ishita Jain

Investing in the Internet of Things (IoT)

In today's digitized world, everything is connected and 'smart' - our phones are packed with ever more functionality, we can surf the net directly...

Ishita Jain

ABLBio (298380 KS): Pipeline Is Progressing Toward Commercialization

​ABLBio's ADC candidate ABL111 enters global Phase 2 trial for gastric cancer, with $12B opportunity by 2030. FDA also approves Phase 1 trial for...

Tina Banerjee

Shionogi & Co (4507 JP): Decent 9MFY26 Result; No Revision in FY Forecast; Accelerate Growth Ahead

​Shionogi reports record high revenue, operating and net profits in 9MFY26, driven by growth in core businesses. The company is expecting few new...

Tina Banerjee

ABLBio (298380 KS): Funding From Lilly To Strengthen Drug Development Capabilities

ABLBio secured equity investment of KRW22B from Eli Lilly. ABL Bio plans to use the proceeds to advance its core technologies, including bispecific...

Tina Banerjee

ABLBio's ADC candidate ABL111 enters global Phase 2 trial for gastric cancer, with $12B opportunity by 2030. FDA also approves Phase 1 trial for...

Shionogi reports record high revenue, operating and net profits in 9MFY26, driven by growth in core businesses. The company is expecting few new...