APAC Healthcare Weekly (Oct 11) – Shionogi, Terumo, Ono Pharma, Celltrion, Hanmi Pharm, CSL
Shionogi is acquiring IntraBio for $2B. Ono stuck inlicensing deal with Biohaven. Hanmi’s obesity drug got approval in Korea. CSL terminates supply...
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Primer: Lupin Ltd (LPC IN) - Aug 2026
Lupin is strategically shifting its focus towards high-value, complex generics, biosimilars, and specialty pharmaceuticals, particularly in the...
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The "Mother of All Deals": India-EU FTA as a Structural Alpha Trigger
​India signs game-changing FTA with EU, boosting key industries like textiles and auto components while facing challenges of non-tariff barriers...
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Mankind Pharma Lock-Up - A US$1.1bn+ Lockup Release
The two pre-IPO investors have launched a block to sell around US$591m worth of Mankind Pharma shares. Since the lockup on the shares expired not...
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Lupin Ltd - Building a Durable Growth Engine
Revenue stood at Rs 7,168 Cr (+24% YoY), well above estimates, while EBITDA increased 67% YoY to Rs 2,262 Cr, with margins at 31.6%.
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