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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Top APAC (Ex-China) Investment Worthy Healthcare Companies Using Smartkarma’s Smart Score Screener
We have screened APAC (ex-China) healthcare companies with market cap≥$800M using Smartkarma’s Smart Score and picked up 2 investable ideas by...
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Primer: Zydus Lifesciences Ltd (ZYDUSLIF IN) - Aug 2026
Zydus Lifesciences is strategically transitioning from a traditional generics manufacturer to an innovation-driven pharmaceutical company,...
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India Equities: Stocks to Watch After Deep Underperformance
India looks attractive after a historic washout. We prefer to position among leaders in the middle of the index, scaling up as breadth improves....
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Zydus Lifesciences: The PBC Catalyst, From Generics Volume to Specialty Value
Zydus shifts focus from US generics to high-margin revenue through specialty pipeline, chronic Indian business, and MedTech, with Saroglitazar...
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