BUY/SELL/HOLD: Hong Kong Market Update (August 2026)
The Hong Kong market continues to show gains on the back of a strong July. The standout sectors this month include materials and healthcare.
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APAC Healthcare Weekly (August 16) – Akeso, Fosun Pharma, CSPC Pharma, Daiichi Sankyo, Peptidream
Akeso’s ivonescimab and Daiichi Sankyo’s Enhertu got additional indications approvals in China. CSPC Pharma’s mpox mRNA vaccine candidate got FDA...
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China Healthcare Weekly Wrap (27-31 July)
Hutchmed 1H26 results takeaways; CSPC and Antengene released positive profit alert; Kelun's sac-TMT gained NMPA review for 1L TNBC; AZ's CLDN18.2...
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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...
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APAC Healthcare Weekly (July 26) – Hengrui, BeOne, Takeda, Nippon Shinyaku, Samsung Bio, Celltrion
Hengrui’s camrelizumab got indication expansion approval for cervical cancer. BeOne announced $300M expansion plan for US facility. Samsung...
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