China Healthcare Weekly Wrap (28 Sep - 2 Oct)
Strong deal flows this week: 1) Abogen/Novartis on in vivo mRNA TCE; 2) Scibrunch/Merck on Kras G12D, 3) Hengrui/Novo on weekly oral GLP-1/GIP;...
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Hutchmed (13.HK): 1H26 Call Takeaway: 2026 Guidance Intact; 2H Catalysts: SAFFRON, ATTC BD, R&D Day
Hutchmed (13.HK): 1H26 China sales continued to improve + steady growth from global sales of Fruzaqla; 2026 Guidance Intact; 2H26 catalysts:...
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China Healthcare Weekly Wrap (21-25 Sep)
We highlight 1) key studies to watch for upcoming October's ESMO updates, 2) deal flows Innocare/Lilly, BoomRay/Novartis, Earendil Labs...
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APAC Healthcare Weekly (Sept 6) – Simcere, Hutchmed, Akeso, Daiichi Sankyo, Alteogen, Pharmaessentia
Simcere and Hutchmend inked outlicensing deals with Roche and GSK, respectively. Akeso’s ivonescimab extends lives vs Keytruda. Alteogen inked...
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China Healthcare Weekly Wrap (31 Aug - 4 Sep)
Key news this week: 1) licensing deals from Hutchmed and Simcere; 2) Hengrui's data of heart drugs in ESC. Separately, pelacarsen from Novartis...
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