Daily Brief Thematic (Sector/Industry): Thematic Report: Shipbuilding and more

In today’s briefing:

Thematic Report: Shipbuilding, Largest Opportunity in India
APAC Healthcare Weekly (Aug 24) – Wuxi Bio, Ab&B Bio, Ascletis Pharma, Remegen, Daiichi Sankyo, CSL
US Banks – Accelerating Weekly YoY Loan Growth at +$77bn into 3Q25 Vs Minus $1bn into 3Q24

Thematic Report: Shipbuilding, Largest Opportunity in India

India’s shipping industry is the backbone of trade, handling over 90% of cargo by volume but contributing only a small share globally.
Massive government initiatives like Sagarmala, Maritime India Vision 2030, and new port legislations that are reshaping infrastructure, shipbuilding, and green shipping.
With strong order books and private participation, India is set to emerge as a key global maritime hub in the coming decade.

WuXi Biologics’ Ireland facility has been approved by EMA as a commercial manufacturing site for a global client’s innovative biologic. Ab&B Bio-Tech received approval for RSV vaccine in Chian.
Ascletis Pharma announced encouraging preclinical efficacy results for ASC47, a first-in-class muscle-preserving weight loss drug candidate. Remegen entered outlicensing agreement with Santen Pharmaceutical for a proprietary intravitreal injection.
Daiichi Sankyo’s Ifinatamab deruxtecan has been granted Breakthrough Therapy Designation by the FDA for small cell lung cancer. CSL intends to lay off 15% workforce and demerge CSL Seqirus.

We have new weekly data of US banks from Fed H8 data series, which is a strong showing
Growth rates keep rising, now up for 7 weeks consecutively, for loans YoY % ch
US banks added USD76.8bn during first 7 weeks of 3Q25 and including the last week of 2Q25. Same figures last year was down USD1.4bn

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