Global Healthcare Analyst

Tina Banerjee

Thematic (Sector/Industry)

<ul>
<li>Hansoh Pharmaceutical announced that a new indication of Xinyue has been included in the Priority Review. Astellas Pharma announced positive update from the Phase 3 EV-302 clinical trial.</li>
<li>CSL has received EU approval for HAE drug, Andemry. Imugene announce more positive results from its Phase 1b trial of azer-cel, an allogenic therapy in relapsed/refractory diffuse large B-cell lymphoma.</li>
<li>LigaChem Bio signed technology transfer agreement for a new anticancer target antibody for the development of ADC candidates with Daan Biotherapeutics. Lupin received FDA approval for generic Atrovent Nasal Spray.</li>
</ul>


Hansoh Pharmaceutical announced that a new indication of Xinyue has been included in the Priority Review. Astellas Pharma announced positive update from the Phase 3 EV-302 clinical trial.
CSL has received EU approval for HAE drug, Andemry. Imugene announce more positive results from its Phase 1b trial of azer-cel, an allogenic therapy in relapsed/refractory diffuse large B-cell lymphoma.
LigaChem Bio signed technology transfer agreement for a new anticancer target antibody for the development of ADC candidates with Daan Biotherapeutics. Lupin received FDA approval for generic Atrovent Nasal Spray.


APAC Healthcare Weekly (Feb 16)- Hansoh Pharma, Astellas Pharma, CSL, Imugene, LigaChem Bio, Lupin

Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>
<strong><a href="https://www.smartkarma.com/entities/rohm-co-ltd" target="_blank" data-smartkarma-citation="entities:2953:1" rel="noopener">ROHM Co Ltd (6963 JP)</a></strong> at ¥5,050 with <strong><a href="https://www.smartkarma.com/entities/kioxia-holdings-corp" target="_blank" data-smartkarma-citation="entities:29243:1" rel="noopener">Kioxia Holdings (285A JP)</a></strong> at ¥96k means the rest of Rohm is worth ¥270bn. That seems really low.</li>
<li>
<strong><a href="https://www.smartkarma.com/entities/kingboard-holdings-limited" target="_blank" data-smartkarma-citation="entities:8122:1" rel="noopener">Kingboard (148 HK)</a></strong> will hold net cash at the parent level following its latest placement in 66.6%-held <strong><a href="https://www.smartkarma.com/entities/kingboard-laminates-holdings-limited" target="_blank" data-smartkarma-citation="entities:10276:1" rel="noopener">Kingboard Laminates (1888 HK)</a></strong>.</li>
<li>
<strong><a href="https://www.smartkarma.com/entities/tre-holdings-corporation" target="_blank" data-smartkarma-citation="entities:43886:1" rel="noopener">TRE Holdings (9247 JP)</a></strong> holds a special asset. It spent ¥5bn on Toshiba. That investment has risen 15-fold+ in value and on an after-tax basis, is likely worth 12-13x.</li>
</ul>



ROHM Co Ltd (6963 JP) at ¥5,050 with Kioxia Holdings (285A JP) at ¥96k means the rest of Rohm is worth ¥270bn. That seems really low.

Kingboard (148 HK) will hold net cash at the parent level following its latest placement in 66.6%-held Kingboard Laminates (1888 HK).

TRE Holdings (9247 JP) holds a special asset. It spent ¥5bn on Toshiba. That investment has risen 15-fold+ in value and on an after-tax basis, is likely worth 12-13x.


Last Week In Event SPACE: ROHM, Kingboard/Laminates, TRE Holdings

<ul>
<li>Australia's ASIC releases the aggregated short position data four business days after the reporting day.<strong> Data in this insight is up to 5th June, published on the12th June</strong>.</li>
<li>The largest industry net increase in the past week was just A$128mn into "Broader Retail"; the largest industry net decrease was A$828mn out of "Banks". <strong>Net shorts decreased A$1.8bn week-on-week.</strong>
</li>
<li>Companies mentioned in this regular weekly report include: <strong><a href="https://www.smartkarma.com/entities/pro-medicus-ltd" target="_blank" data-smartkarma-citation="entities:13516:1" rel="noopener">Pro Medicus Ltd (PME AU)</a></strong>, <strong><a href="https://www.smartkarma.com/entities/droneshield-ltd" target="_blank" data-smartkarma-citation="entities:30509:1" rel="noopener">DroneShield Ltd (DRO AU)</a></strong>, <strong><a href="https://www.smartkarma.com/entities/4dmedical-ltd" target="_blank" data-smartkarma-citation="entities:30789:1" rel="noopener">4DMedical (4DX AU)</a></strong>, <strong><a href="https://www.smartkarma.com/entities/immutep-ltd" target="_blank" data-smartkarma-citation="entities:19671:1" rel="noopener">Immutep (IMM AU)</a></strong>, and <strong><a href="https://www.smartkarma.com/entities/mayne-pharma-group-ltd" target="_blank" data-smartkarma-citation="entities:757:1" rel="noopener">Mayne Pharma (MYX AU)</a></strong>.</li>
</ul>


Australia's ASIC releases the aggregated short position data four business days after the reporting day. Data in this insight is up to 5th June, published on the12th June.
The largest industry net increase in the past week was just A$128mn into "Broader Retail"; the largest industry net decrease was A$828mn out of "Banks". Net shorts decreased A$1.8bn week-on-week.

Companies mentioned in this regular weekly report include: Pro Medicus Ltd (PME AU), DroneShield Ltd (DRO AU), 4DMedical (4DX AU), Immutep (IMM AU), and Mayne Pharma (MYX AU).


Aussie Shorts [5 June 2026]: Pro Medicus, DroneShield, 4DMedical, Immutep, Mayne Pharma

<ul>
<li>Back on the 20th April 2026, specialist industry play <strong><a href="https://www.smartkarma.com/entities/matrix-composites-eng" target="_blank" data-smartkarma-citation="entities:8331:1" rel="noopener">Matrix Composites &amp; Eng (MCE AU)</a></strong> announced a Scheme with <strong><a href="https://www.smartkarma.com/entities/advanced-innergy-holdings-limited" target="_blank" data-smartkarma-citation="entities:48121:1" rel="noopener">Advanced Innergy Holdings (AIH AU)</a></strong>.</li>
<li>AIH offered A$0.40/share, in cash, a 66.7% premium to undisturbed and a seven-year high. Terms have been declared final.</li>
<li>
<a href="https://announcements.asx.com.au/asxpdf/20260604/pdf/070b0hzrs58czk.pdf" target="_blank" rel="noopener"><strong>The Scheme Booklet is now out</strong></a>, with a Scheme Meeting on the 6th July, and expected implementation on the 23rd July 2026. The IE (BDO) says "<em>fair &amp; reasonable</em>".</li>
</ul>


Back on the 20th April 2026, specialist industry play Matrix Composites &amp; Eng (MCE AU) announced a Scheme with Advanced Innergy Holdings (AIH AU).
AIH offered A$0.40/share, in cash, a 66.7% premium to undisturbed and a seven-year high. Terms have been declared final.

The Scheme Booklet is now out, with a Scheme Meeting on the 6th July, and expected implementation on the 23rd July 2026. The IE (BDO) says "fair &amp; reasonable".


Matrix Composites (MCE AU): 6th July Vote On Advanced Innergy's Scheme

Healthcare Specialist

Winnie Wong

<div class="content-highlight"><p><strong>The Aussie Healthcare Daily</strong> is a summary of major news and announcements from ASX-listed healthcare companies as well as developments and trends in the healthcare industry.</p></div><div><h2>Market Highlights</h2></div><div>
<table class="table table-striped"><tbody>
<tr>
<td>Index</td>
<td>% Price Change</td>
</tr>
<tr>
<td>S&amp;P/ASX All Ordinaries</td>
<td>0.16%</td>
</tr>
<tr>
<td>S&amp;P/ASX 200</td>
<td>0.14%</td>
</tr>
<tr>
<td>ASX Small Ordinaries</td>
<td>0.21%</td>
</tr>
<tr>
<td><strong>S&amp;P/ASX 200 Health Care</strong></td>
<td><strong>0.24%</strong></td>
</tr>
<tr>
<td>Top Gainer in the ASX200 Health Care index: <a href="https://www.smartkarma.com/entities/757" target="_blank" data-smartkarma-citation="entities:757:1">Mayne Pharma Group Ltd (MYX AU)</a>
</td>
<td>1.56%</td>
</tr>
<tr>
<td>Top Loser in the ASX200 Health Care index: <a href="https://www.smartkarma.com/entities/14760" target="_blank" data-smartkarma-citation="entities:14760:1">Japara Healthcare Ltd (JHC AU)</a>
</td>
<td>-1.36%</td>
</tr>
<tr>
<td>Top by Volume in the ASX200 Health</td>
</tr>
</tbody></table>…</div>

The Aussie Healthcare Daily is a summary of major news and announcements from ASX-listed healthcare companies as well as developments and trends in the healthcare industry.Market Highlights


Index
% Price Change


S&amp;P/ASX All Ordinaries
0.16%


S&amp;P/ASX 200
0.14%


ASX Small Ordinaries
0.21%


S&amp;P/ASX 200 Health Care
0.24%


Top Gainer in the ASX200 Health Care index: Mayne Pharma Group Ltd (MYX AU)

1.56%


Top Loser in the ASX200 Health Care index: Japara Healthcare Ltd (JHC AU)

-1.36%


Top by Volume in the ASX200 Health

…

Aussie Healthcare Daily: 12 & 13 Dec 2017

Australia

Mayne Pharma Group Ltd. develops and manufactures oral pharmaceuticals.  The Company produces branded generics, specialty generics, and active pharmaceutical ingredients.

Price Gauge
52-week Range	0.00 - 0.00
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Mayne Pharma (MYX AU)

APAC Healthcare Weekly (Feb 16)- Hansoh Pharma, Astellas Pharma, CSL, Imugene, LigaChem Bio, Lupin

APAC healthcare companies continued to get approvals for new products and initiates clinical trials. The companies continued with acquisitions and...

Tina Banerjee

Last Week In Event SPACE: ROHM, Kingboard/Laminates, TRE Holdings

It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...

David Blennerhassett

Aussie Shorts [5 June 2026]: Pro Medicus, DroneShield, 4DMedical, Immutep, Mayne Pharma

Companies mentioned in this regular weekly report include: Pro Medicus, DroneShield, 4DMedical, Immutep, and Mayne Pharma. Net shorts decreased...

David Blennerhassett

Matrix Composites (MCE AU): 6th July Vote On Advanced Innergy's Scheme

Clean deal. If small, illiquid arbs are your bag, buy here at A$0.39/share (or better), for a 2.5%/21% gross/annualised spread.

David Blennerhassett

Aussie Healthcare Daily: 12 & 13 Dec 2017

The Aussie Healthcare Daily is a summary of major news and announcements from ASX-listed healthcare companies as well as developments and trends in...

Winnie Wong

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)