Hansoh Pharma Placement - Somewhat Expected but Still Opportunistic
Hansoh Pharmaceutical Group (3692 HK) aims to raise around US$500m via a primary placement. In this note, we talk about the deal dynamics.
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[Zai LAB (ZLAB US, BUY, TP US$40) Review]: Past Is Holding ZLAB Back but Future Is What Matters
​Zai Lab reports better-than-expected financials but faces challenges with competition and slow product ramp-up. Despite concerns, upcoming...
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China Healtchare Weely (Mar.16) - 2025 VBP Instructions, GLP-1s Cooling Down, Zai Lab's Headwinds
​NHSA sets VBP guideline for 2025, including TCM. GLP-1 sales growth slowing, market size may be US$100 billion. Efgartigimod sales crucial for Zai...
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China Healthcare Weekly (Dec.22) - Zai Lab, Junshi, How to Choose PA Good Doctor's Special Dividend?
Increasing revenue without increasing profits is a big denial of Zai Lab's business model. Â Junshi will rebound with strict cost control.There's...
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ZaiLab's DLL3 ADC Is a Major Positive, but the Market Over-Reacted to Its Prospects
​ZaiLab surged 15% on positive Ph I data for its DLL3 ADC from MediLink, but faces tough competition and execution challenges. Transition to...
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