In today’s briefing:
- APAC Healthcare Weekly (Mar 2)- Celltrion, Samsung Biologics, Biocon, Zydus Life, Healthcare Global
- Overview #17 – Buckle Up, We’re Not in Kansas Anymore!
APAC Healthcare Weekly (Mar 2)- Celltrion, Samsung Biologics, Biocon, Zydus Life, Healthcare Global
- Celltrion has received European Commission approval for Avtozma (CT-P47), a biosimilar referencing Actemra. Samsung Biologics and Biocon launched their respective Stelara biosimilars in the U.S.
- KKR is acquiring up to 54% of equity in Healthcare Global Enterprises for INR445/share. The transaction is expected to close by 3Q25. The acquisition triggers an open offer from KKR.
- Zydus Lifesciences is ready to launch India’s first vaccine against new strain of influenza virus (Southern Hemisphere 2025) in the 2025. Glenmark Pharmaceuticals has launched Epinephrine Injection in the U.S.
Overview #17 – Buckle Up, We’re Not in Kansas Anymore!
- A review of recent events/data impacting our investment themes or outlook
- Is the OpenAI NVIDIA Artificial Intelligence driven bull market over?
- The Japanese and Taiwanese stock markets are most at risk
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