China Healthcare Weekly Wrap (5-9 Oct)
Key news this week: 1) Arrivent's ph3 lung cancer study flop, 2) efgartigimod (argenx/ZLAB) discontinued in a ph3 study in Sjogren’s disease, 3)...
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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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Sino Biopharm (1177.HK): Call Takeaways on BD Deals with AstraZeneca and GSK
SBP to receive USD200m upfront from AZ for license-out PDE3/4. SBP obtained sales rights of 2 GSK drugs (with c.RMB1bn revenue). SBP highlights its...
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Primer: Sino Biopharmaceutical (1177 HK) - Aug 2026
Sino Biopharmaceutical is strategically pivoting towards innovation, underscored by a landmark out-licensing deal with AstraZeneca and a...
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HONG KONG ALPHA PORTFOLIO: (September 2025)
Due to the sudden escalation of US/China tensions we have decided to reduce AI and other risk exposure in the Hong Kong Alpha portfolio at the open...
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