In today’s briefing:
- APAC Healthcare Weekly (December 7) – Simcere, Kelun Bio, Samsung Biologics, Daiichi Sankyo, Biocon
- Japan Strategy Weekly | Pros and Cons
- Tech Talk: Tokenization Tsunami : The $3 Quadrillion Tokenization Opportunity
APAC Healthcare Weekly (December 7) – Simcere, Kelun Bio, Samsung Biologics, Daiichi Sankyo, Biocon
- Simcere entered into license agreement with Vigonvita for new indications of Deuterated Remdesivir Hydrobromide. Kelun Biotech inked partnership with Crescent Biopharma to develop and commercialize oncology therapeutics, including novel combinations.
- Samsung Biologics is acquiring land for third campus in Songdo, Icheon for KRW249B. SK Biopharmaceutical signed supply agreement with Eckert & Ziegler for actinium-225 for the development of next-generation radiopharmaceutical.
- Daiichi Sankyo won a court appeal for its long-running legal battle with Seagen. Biocon made settlement agreement with Amgen clearing commercialization path for its Denosumab biosimilars in Europe and RoW.
Japan Strategy Weekly | Pros and Cons
- Japanese markets were resilient despite bond yields hitting a 20-year high of 1.95%, as the market now anticipates an 80% chance of a BOJ rate hike this month.
- Fanuc and Yaskawa surged as investors backed robotics, driven by reshoring trends and Fanuc’s new partnership with Nvidia for industrial infrastructure.
- SoftBank benefited from its role in physical AI and reports of Masayoshi Son’s US high-tech factory plan
Tech Talk: Tokenization Tsunami : The $3 Quadrillion Tokenization Opportunity
- Swift, Euroclear, Mastercard, Fidelity International, UBS, ANZ, and top protocols such as Aave, GMX, and Lido.
- According to estimates from the Depository Trust and Clearing Corporation (DTCC), Boston Consulting Group (BCG), and Citi, transactions of tokenized assets could exceed $3 quadrillion annually by 2030.
- While interbank settlement and payments account for the majority of this figure, $16 trillion of tokenized assets and $4 trillion of stablecoins (tokenized money) represent significant volume as well.
- Institutions are tokenizing and transacting assets on blockchains at an accelerating rate, driven by the structural advantages of the onchain format, including global liquidity, instant settlement, and enhanced programmability, all operating on unified global rails.
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