In today’s briefing:
- Budget 2025-26: Top Themes / Sectors to Watch
- APAC Healthcare Weekly (Feb 2)- Daiichi Sankyo, Eisai, Nippon Shinyaku, Shionogi, Celltrion
Budget 2025-26: Top Themes / Sectors to Watch
- Budget 2025 announced today is more focus on consumption rather than capex with focus on inclusive growth.
- No major capex and structural changes were announced in the Budget which was led to lower expectations from capital goods.
- Changes in taxation on personal income tax will be key to monitor.
APAC Healthcare Weekly (Feb 2)- Daiichi Sankyo, Eisai, Nippon Shinyaku, Shionogi, Celltrion
- Daiichi Sankyo received seventh FDA approval for Enhertu in certain types of breast cancers. Eisai received FDA approval for Leqembi’s intravenous monthly maintenance dosing.
- Nippon Shinyaku entered into an option agreement with AB2 BIO for the rights of commercialization of Tadekinig alfa in the U.S. for certain rare autoinflammatory diseases.
- Shionogi announced positive results from Phase 2 trial of its novel investigational RSV oral antiviral candidate S-337395. Celltrion has received FDA approval for Actemra biosimilar.
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