In today’s briefing:
- Sun Pharmaceutical (SUNP IN): Timely Succession Plan to Augur Well for Next-Level of Growth
- China Healthcare Weekly (Jun.15) – Outlook of GLP-1 Market, WuXi Bio’s Placement, Keymed’s Placement
- GEN Digital Is Tapping Into Telecom & Employers—Can This Be The Biggest Driver Of Its Future Growth?
- Medtronic Doubles Down on Innovation as Cardiovascular Tech Takes Center Stage!
Sun Pharmaceutical (SUNP IN): Timely Succession Plan to Augur Well for Next-Level of Growth
- Sun Pharmaceutical Industries (SUNP IN) is appointing Kirti Ganorkar as the Managing Director to succeed Dilip Shanghvi, effective September 1, 2025, with the entire business reporting to him.
- In another development, Richard Ascroft will be joining as CEO – North America, succeeding Abhay Gandhi. Aalok Shanghvi has been additionally entrusted with the responsibility for the North America business.
- Succession plan and management rejig come at a time when SPIL is at an inflection point, with its India business being on a strong foothold and specialty business gaining traction.
China Healthcare Weekly (Jun.15) – Outlook of GLP-1 Market, WuXi Bio’s Placement, Keymed’s Placement
- The GLP-1 market has officially transitioned from a duopoly to a state where Tirzepatide is eating away at Semaglutide’s market share, which should be a highly valued advance signal.
- WuXi Bio’s Placing price of HK$26.51-26.88/share is expansive if based on 2025 forecast.Obviously, WuXi Bio hopes to leverage the positive market sentiment to complete the placement at high share price
- Keymed plans to raise about HK$854million through a top-up placement. However, reasonable valuation for Keymed is RMB5-10 billion. In other words, the Placing Price of HK$45.48 per Share is expensive.
GEN Digital Is Tapping Into Telecom & Employers—Can This Be The Biggest Driver Of Its Future Growth?
- Gen Digital’s latest financial results and strategic developments present a balanced picture of growth and ongoing transformation within the company.
- During the fiscal year 2025, Gen Digital demonstrated solid financial performance, highlighted by a record revenue of nearly $4 billion, a 4% year-over-year increase, and a non GAAP operating margin of 58.4%.
- This growth was driven by strong demand across Gen’s core cyber safety offerings, including security, privacy, and identity theft protection solutions.
Medtronic Doubles Down on Innovation as Cardiovascular Tech Takes Center Stage!
- Medtronic’s fourth-quarter results for fiscal year 2025 demonstrated a robust finish with a reported revenue growth of 5.4%.
- The company experienced strong performance across its cardiovascular, neuromodulation, and diabetes segments, with cardiovascular growth accelerating to 8% due to innovations in pulse field ablation and cardiac ablation solutions experiencing nearly 30% growth.
- This momentum was further supported by double digit growth in neuromodulation and diabetes, highlighting the effectiveness of Medtronic’s innovation-centric strategy.
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