In today’s briefing:
- Japan Strategy Weekly | Between Hype and Hard Ground
- APAC Healthcare Weekly (September 28) – Fosun Pharma, CSPC Pharma, Celltrion, Lotus Pharma, Glenmark
Japan Strategy Weekly | Between Hype and Hard Ground
- Japanese equities rose but is AI optimism starting to appear fatigued amid concerns over circular investment flows and capex sustainability.
- Diverging central bank policies complicate yen outlook; softer Tokyo inflation and resilient US data challenge expectations for BOJ tightening and Fed easing.
- Trump’s 100% drug tariffs hit Japanese pharma stocks, while resource scarcity boosted miners and Russian incursions over EU airspace lifted defence names.
APAC Healthcare Weekly (September 28) – Fosun Pharma, CSPC Pharma, Celltrion, Lotus Pharma, Glenmark
- Fosun Pharmaceutical’s marketing application of acute lymphoblastic leukemia drug was accepted by the NMPA. CSPC Pharma obtained approval to conduct clinical trial for Leqembi biosimilar in China.
- Celltrion is acquiring Eli Lilly’s New Jersey biopharmaceutical production plant for KRW460B. Lotus Pharmaceutical is acquiring Alvogen US, a privately held, fully integrated pharmaceutical company.
- Glenmark Pharmaceutical entered into an exclusive license and collaboration agreement with Hengrui Pharma for Trastuzumab Rezetecan, a next-generation HER2-targeting antibody drug conjugate (ADC) for an upfront payment of $18M.
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