Daily Brief Health Care: Aimed Bio, Shenzhen Edge Medical, Anges Mg Inc, Shaanxi Micot Pharmaceutical Technology, Shionogi & Co and more

• Aimed Bio (Dec 4 IPO) averages KRW 3.81tn mkt cap, 1.52tn free-float, clearing KOSDAQ 150 fast-entry hurdles vs #30 Pearl Abyss (2.40tn).
• Selvas AI exits KOSDAQ 150; KRX announces Aimed Bio fast-entry after tomorrow’s close, effective next trading day post front-month KOSPI 200 futures expiry, March 13.
• Aimed Bio faces ~0.3–0.4x DTV, Selvas AI ~1.0–1.2x DTV outflows; key alpha likely at fast-entry announcement, prompting a potential post-close setup tomorrow.

• Shenzhen Edge Medical, a China-based surgical robotic company, is seeking to raise at least USD 100 million via a Hong Kong listing. MS and GF are the joint book runners.
• In this note, we look at the company’s main product, MP1000, and assess the selling point and the market dynamics.
• We also look at the company’s management experiences and pre-IPO investors.

Key points (machine generated)

• Anges, founded in 1999, focuses on innovative gene medicine to improve global quality of life.
• The company plans to negotiate licensing agreements for its HGF gene therapy products in 2026.
• Anges acquired EmendoBio in 2020 and established ACRL in 2021 for expanded newborn screening and related services.

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• In addition to fierce competition in GLP-1 market, Micot also lacks experience in drug production, market promotion and sales. Any mistake in any link may lead to poor market acceptance.
• After a product is launched on the market, whether it can smoothly enter the NRDL and how it is priced will directly determine its market penetration speed and peak sales. 
• The core drivers of Micot’s valuation mainly depend on the future clinical data and market space of pipeline. Valuation could be lower than peers due to lack of commercialized products. 

• Shionogi & Co (4507 JP) is acquiring rare neurodegenerative disease drug Radicava for $2.5B. The transaction is expected to be immediately accretive in FY27, adding ~$700M in annual global sales.
• This acquisition will solidify Shionogi’s strategic focus in rare disease and immediately establish a strong rare disease commercial platform in the U.S. market.
• Shionogi has received approval in Japan for inlicensed drug Zurzuvae for the indication of depression and depressive state.