Pre-IPO InSilico Medicine (PHIP Updates) - Some Points Worth the Attention
Positioned as AI-biotech,​Insilico has to sell pipeline for cash as AI pharmaceuticals face challenge in commercialization and skepticism from...
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China Healthcare Weekly Wrap (10-14 Aug)
1) LEGN 2Q results: Cavykti QoQ growth; in vivo CAR-T updates in 2H; 2) Jacobio profit alert on license income: AZ (pan-KRAS) and Allist (KRAS G12C...
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HONG KONG ALPHA PORTFOLIO: (July 2026)
We made several adjustments to the portfolio yesterday. We sold the Baidu (9888) position since it hit our stop-loss level. We also sold the...
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CHINA/HK: AI & RX - Together At Last !!
China's AI-driven drug discovery (AIDD) sector is growing rapidly, with leading drug and biotech companies entering R&D and drug-development...
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APAC Healthcare Weekly (August 9) – Hengrui, CSPC Pharma, Takeda Pharma, Otsuka, Alteogen
Hengrui’s trastuzumab rezetecan got 3rd indication approval in China. CSPC and AstraZeneca form JV for biologics manufacturing facility in China....
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