Global Healthcare Analyst

Tina Banerjee

Thematic (Sector/Industry)

<ul>
<li>CSPC Pharmaceutical’s Phase 3 trial of depression drug candidate HA1406 met pre-specified primary efficacy endpoint. Jiangsu Hengrui Pharmaceuticals received NMPA approval for long-acting basal insulin, sudelidec injection.</li>
<li>Otsuka Holdings secured FDA approval for Simtriyo, a once-daily extended-release capsule for ADHD. Nippon Shinyaku obtained exclusive commercialization rights for Tadekinig alfa in the U.S. for Hyperinflammatory Syndrome.</li>
<li>Pharmaessentia announced topline results from the Phase 1b clinical trial of P1101 (Besremi) and anti-PD1 in Chronic Hepatitis B or D. Cipla secured FDA approval for generic Advair Diskus.</li>
</ul>


CSPC Pharmaceutical’s Phase 3 trial of depression drug candidate HA1406 met pre-specified primary efficacy endpoint. Jiangsu Hengrui Pharmaceuticals received NMPA approval for long-acting basal insulin, sudelidec injection.
Otsuka Holdings secured FDA approval for Simtriyo, a once-daily extended-release capsule for ADHD. Nippon Shinyaku obtained exclusive commercialization rights for Tadekinig alfa in the U.S. for Hyperinflammatory Syndrome.
Pharmaessentia announced topline results from the Phase 1b clinical trial of P1101 (Besremi) and anti-PD1 in Chronic Hepatitis B or D. Cipla secured FDA approval for generic Advair Diskus.


APAC Healthcare Weekly (August 2) – CSPC, Hengrui, Otsuka, Nippon Shinyaku, PharmaEssnetia, Cipla

Healthcare Analyst

Wilfred Yuen

<ul>
<li>Akeso-Partner Summit Therapeutics released 2Q26 results. See our takeaways published earlier Akeso (9926.HK): SMMT 2Q26 Call Takeaways on Ivonescimab 
</li>
<li>
Harbour Bio, MicroPort MedBot, and Shanghai HeartCare released positive profit alerts; Wuxi Bio reached 10,000 molecules milestone; Ribo Life released positive Europe phase 2a study in its siRNA FXI inhibitor</li>
<li>
China's NMPA become the first approved Takeda's orexin narcolepsy drug; Science and Retraction Watch reported a girl death from a brain base-editing trial in Shanghai
</li>
</ul>


Akeso-Partner Summit Therapeutics released 2Q26 results. See our takeaways published earlier Akeso (9926.HK): SMMT 2Q26 Call Takeaways on Ivonescimab 


Harbour Bio, MicroPort MedBot, and Shanghai HeartCare released positive profit alerts; Wuxi Bio reached 10,000 molecules milestone; Ribo Life released positive Europe phase 2a study in its siRNA FXI inhibitor

China's NMPA become the first approved Takeda's orexin narcolepsy drug; Science and Retraction Watch reported a girl death from a brain base-editing trial in Shanghai



China Healthcare Weekly Wrap (20-24 July)

<ul>
<li>
Hengrui's oral GLP-1 HRS7535 released second China phase 3 data in Type 2 diabetes. Moreover, the company's CDK4/6 inhibitor dalpiciclib secured adjuvant breast cancer indication.</li>
<li>
Harbour BioMed and Baidu-backed BioMap to establish next-generation AI-native pipeline company MegaStream, targeting global markets across cardiovascaulr, renal, oncology, and anti-aging disease areas.</li>
<li>Other news and updates include Legend Biotech, Everest Medicines, Henlius, SBP, Insilico Medicine, Novocure/Zai Lab, NovaBridge, IASO Bio, and Abogen.</li>
</ul>



Hengrui's oral GLP-1 HRS7535 released second China phase 3 data in Type 2 diabetes. Moreover, the company's CDK4/6 inhibitor dalpiciclib secured adjuvant breast cancer indication.

Harbour BioMed and Baidu-backed BioMap to establish next-generation AI-native pipeline company MegaStream, targeting global markets across cardiovascaulr, renal, oncology, and anti-aging disease areas.
Other news and updates include Legend Biotech, Everest Medicines, Henlius, SBP, Insilico Medicine, Novocure/Zai Lab, NovaBridge, IASO Bio, and Abogen.


China Healthcare Weekly Wrap (15-21 June)

<ul>
<li>Jiangsu Hengrui Pharmaceuticals received the NMPA approval for a new indication for dalpiciclib isethionate tablets. InSilico Medicine has achieved the first clinical milestone in its co-development collaboration with Hygtia Therapeutics.</li>
<li>Chugai has filed regulatory application in Japan for sparsentan for the treatment IgA nephropathy. Shionogi has invested in IVF company Dioseve through its corporate venture capital (CVC) initiatives.</li>
<li>Lupin launched Azilsartan Medoxomil tablets in the U.S. for the treatment of hypertension. Dr. Reddy’s Laboratories launched first-to file product Bosutinib tablets, a generic equivalent of Bosulif in the U.S.</li>
</ul>


Jiangsu Hengrui Pharmaceuticals received the NMPA approval for a new indication for dalpiciclib isethionate tablets. InSilico Medicine has achieved the first clinical milestone in its co-development collaboration with Hygtia Therapeutics.
Chugai has filed regulatory application in Japan for sparsentan for the treatment IgA nephropathy. Shionogi has invested in IVF company Dioseve through its corporate venture capital (CVC) initiatives.
Lupin launched Azilsartan Medoxomil tablets in the U.S. for the treatment of hypertension. Dr. Reddy’s Laboratories launched first-to file product Bosutinib tablets, a generic equivalent of Bosulif in the U.S.


APAC Healthcare Weekly (June 21) – Hengrui, InSilico Medicine, Chugai, Shionogi, Lupin, Dr. Reddy’s

<ul>
<li>Last week, the U.S. DoD designated Wuxi AppTec as a “Chinese military company.” In response, Wuxi AppTec has filed a complaint at the U.S. District Court.</li>
<li>CSPC Pharmaceutical received trial approval for semaglutide long-acting injection in U.S. Takeda’s TYK2 inhibitor zasocitinib tops BMS’ Sotyktu in head-to-head trial for clearing skin in patients with moderate-to-severe plaque psoriasis.</li>
<li>SK Bioscience initiated process development for injectable rotavirus vaccine candidate after entering license agreement with the U.S. CDC. Alteogen’s ALT-B4 received an Intention to Grant decision from European Patent Office.</li>
</ul>


Last week, the U.S. DoD designated Wuxi AppTec as a “Chinese military company.” In response, Wuxi AppTec has filed a complaint at the U.S. District Court.
CSPC Pharmaceutical received trial approval for semaglutide long-acting injection in U.S. Takeda’s TYK2 inhibitor zasocitinib tops BMS’ Sotyktu in head-to-head trial for clearing skin in patients with moderate-to-severe plaque psoriasis.
SK Bioscience initiated process development for injectable rotavirus vaccine candidate after entering license agreement with the U.S. CDC. Alteogen’s ALT-B4 received an Intention to Grant decision from European Patent Office.


APAC Healthcare Weekly (June 14) – Wuxi AppTec, Remegen, CSPC Pharma, Takeda, SK Bioscience Alteogen

China

Engages in research and development of therapeutics in the fields of immuno-oncology and immunology diseases

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HBM Holdings Limited (2142 HK)

APAC Healthcare Weekly (August 2) – CSPC, Hengrui, Otsuka, Nippon Shinyaku, PharmaEssnetia, Cipla

Hengrui got NMPA approval for long-acting insulin. FDA approves Otsuka’s new CNS drug. Pharmaessentia announced positive topline result from Phase...

Tina Banerjee

China Healthcare Weekly Wrap (20-24 July)

SMMT 2Q26 on Akeso-partnered ivonescimab; positive profit alerts from Harbour, MicroPort MedBot, Shanghai HeartCare; Wuxi Bio hit 10,000 molecules;...

Wilfred Yuen

China Healthcare Weekly Wrap (15-21 June)

Hengrui releases China phase 3 data for oral GLP-1 HRS7535 in T2D; Harbour/BioMap for AI- company MegaStream. Other updates: Legend, Everest,...

Wilfred Yuen

APAC Healthcare Weekly (June 21) – Hengrui, InSilico Medicine, Chugai, Shionogi, Lupin, Dr. Reddy’s

Hengrui’s dalpiciclib got label expansion approval in China. Insilico achieved first milestone for co-development collaboration with Hygtia. Chugai...

Tina Banerjee

APAC Healthcare Weekly (June 14) – Wuxi AppTec, Remegen, CSPC Pharma, Takeda, SK Bioscience Alteogen

US DoD designated Wuxi AppTec as a “Chinese military company.” Takeda’s zasocitinib tops BMS’ Sotyktu in head-to-head trial. Alteogen secured...

Tina Banerjee

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APAC Healthcare Weekly (August 2) – CSPC, Hengrui, Otsuka, Nippon Shinyaku, PharmaEssnetia, Cipla

Hengrui got NMPA approval for long-acting insulin. FDA approves Otsuka’s new CNS drug. Pharmaessentia announced positive topline result from Phase...

Tina Banerjee

China Healthcare Weekly Wrap (20-24 July)

SMMT 2Q26 on Akeso-partnered ivonescimab; positive profit alerts from Harbour, MicroPort MedBot, Shanghai HeartCare; Wuxi Bio hit 10,000 molecules;...

Wilfred Yuen

China Healthcare Weekly Wrap (15-21 June)

​Hengrui releases China phase 3 data for oral GLP-1 HRS7535 in T2D; Harbour/BioMap for AI- company MegaStream. Other updates: Legend, Everest,...

Wilfred Yuen

APAC Healthcare Weekly (June 21) – Hengrui, InSilico Medicine, Chugai, Shionogi, Lupin, Dr. Reddy’s

Hengrui’s dalpiciclib got label expansion approval in China. Insilico achieved first milestone for co-development collaboration with Hygtia. Chugai...

Tina Banerjee

APAC Healthcare Weekly (June 14) – Wuxi AppTec, Remegen, CSPC Pharma, Takeda, SK Bioscience Alteogen

US DoD designated Wuxi AppTec as a “Chinese military company.” Takeda’s zasocitinib tops BMS’ Sotyktu in head-to-head trial. Alteogen secured...

Tina Banerjee

Hengrui releases China phase 3 data for oral GLP-1 HRS7535 in T2D; Harbour/BioMap for AI- company MegaStream. Other updates: Legend, Everest,...