Daily Brief Health Care: Sichuan Biokin Pharmaceutical Co Ltd, Alvotech , Shionogi & Co, Novartis , Trellus Health , BB Biotech AG, Symbio Pharmaceuticals, Fresenius & KGaA and more

• Sichuan Biokin is looking to raise up to USD 500 million from an A-H listing. The sponsors are GS, JPM, and CITIC.
• Sichuan Biokin recently published its post-hearing prospectus. The company also released financial results for 3Q 2025.
• We think the company has progressed well in its core asset and has reported encouraging clinical data since the beginning of the year.

• Alvotech is a pure-play biosimilar company at a pivotal inflection point, transitioning from a development-focused entity to a commercial-stage enterprise with multiple approved products.
• The company’s success hinges on securing regulatory approvals, particularly from the U.S. FDA, for its key pipeline assets and successfully navigating patent litigation with originator companies.
• Strategic partnerships with global pharmaceutical leaders like Teva Pharmaceuticals and Advanz Pharma are fundamental to Alvotech’s commercialization strategy, providing global reach and leveraging local market expertise.

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• During H1FY26, Shionogi & Co (4507 JP) maintained revenue, operating profit, and net profit at the same level as previous year. None of the key parameters achieved their respective targets.
• Better-Than-Expected contribution from Torii, additional revenue generation from Quviviq, double-digit revenue growth of cefiderocol in the U.S. and EU, and stable growth in HIV royalty drove overall performance.
• Shionogi has reduced FY26 revenue guidance (due to weak prescription drug sales) and raised operating and net profit guidance, driven by strong growth in royalty income and cost optimization initiatives.

• Novartis is aggressively deepening its presence in neuromuscular disease therapeutics with the recently announced $12 billion acquisition of Avidity Biosciences.
• The San Diego-based biotech specializes in RNAbased drugs using a proprietary antibody oligonucleotide conjugate (AOC) platform that enables targeted delivery of RNA therapeutics to muscle tissue—a capability that traditional RNA technologies have struggled with.
• The all-cash deal offers Avidity shareholders $72 per share, representing a 46% premium, and excludes Avidity’s cardiovascular-focused subsidiary.

• Acuity RM Group 0.95p £2.16m (ACRM.L) The software Group announced that its wholly owned subsidiary, Acuity Risk Management Limited (ARML), which is focused on the cyber-security sector of the Governance, Risk and Compliance (GRC) market has won a new contract.
• The contract is with a new client, a leading European defence contractor, for Vendor Management Hub (VMH) software and services to be used in a new programme.
• VMH is a product that will help provide protection against the type of cyber security breaches recently suffered by leading retailers and manufacturers. 

BB Biotech (BION) delivered strong Q325 results, underpinned by its focus on innovative biotech companies with differentiated clinical pipelines and promising long-term potential. NAV increased 24.0% (in CHF terms) and its share price rose 20.0%, both comfortably outperforming BION’s benchmark, the Nasdaq Biotech Index (15.7%). The most recent quarter benefited from improving macroeconomic conditions, including the Federal Reserve’s first rate cut in September. The sector outlook remains favourable, with M&A expected to be a key performance driver as big pharmaceutical companies replenish their pipelines ahead of a looming patent cliff. Several core portfolio holdings achieved significant clinical and regulatory milestones, supporting BION’s momentum, and others are anticipated before year-end, serving as potential near-term catalysts for portfolio performance.

Key points (machine generated)

• Symbio Pharmaceuticals focuses on unmet medical needs in cancer, blood disorders, and viral infections.
• The company plans to file for approval of its antiviral drug Brincidofovir (BCV) by 2028.
• BCV shows strong antiviral and antitumor activity, with ongoing research in adenovirus infections and neurodegenerative diseases.

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• Strategic Overhaul Driving Focus and Efficiency: Under its ‘#FutureFresenius’ program, the company is undergoing a significant transformation by deconsolidating Fresenius Medical Care (FMC) and streamlining its structure to focus on its two primary growth drivers: Fresenius Kabi ((Bio)Pharma) and Fresenius Helios (Care Provision). This simplification is aimed at improving profitability, reducing debt, and increasing management focus on core competencies.
• Resilient Operating Segments with Favorable Tailwinds: Fresenius Kabi is well-positioned to capitalize on the growing global markets for generic drugs and biosimilars, driven by patent expiries and cost-containment pressures in healthcare systems. Fresenius Helios, a leading private hospital operator in Europe, benefits from demographic trends such as aging populations and the rising prevalence of chronic diseases, which ensures stable demand for its services.
• Financial Performance Recovering Post-Restructuring: After a period of underperformance and a significant net loss in 2023, recent quarterly results indicate a recovery in profitability and margins. The strategic changes, including cost-saving initiatives and a renewed focus on organic growth, are beginning to yield positive financial results, although the company’s long-term growth track record remains challenged.

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