Global Healthcare Analyst

Tina Banerjee

Equity research analyst having 15+ years of experience, with an interest on fundamentally strong global healthcare companies. I have been helping investors to find future winners in healthcare space to grow their wealth by focusing on the strength and potential of the business models of the companies. My initiating coverage reports and pitch help investors to know ‘what to buy’, ‘why to buy’, and ‘when to buy’. My clients always remain on top of the sector with the help of my timely and detailed notes on earnings or any news update. I also provide broader view on the entire healthcare sector through periodic thematic reports.

Sichuan Kelun Biotech (2629 HK) Placement: To Fund R&D; Sac-TMT Is Getting Ready for Global Take-Off

Equity Bottom-Up

Sichuan Kelun-Biotech Biopharmaceutical / Equity Bottom-Up

Sichuan Kelun-Biotech Biopharmaceutical (6990 HK)

<ul>
<li>
<a href="https://www.smartkarma.com/entities/sichuan-kelun-biotech-biopharmaceutical-co-ltd-class-h" target="_blank" data-smartkarma-citation="entities:40071:1" rel="noopener">Sichuan Kelun-Biotech Biopharmaceutical (6990 HK)</a> 1H26 revenue increased 3% YoY to RMB 978.3M, as pharmaceutical products grew to RMB 657M (vs RMB 309.8M in 1H25).</li>
<li>Sac-TMT’s NDA was accepted by NMPA for 1L treatment of patients with recurrent or metastatic triple-negative breast cancer (TNBC) who have a PD-L1 combined positive score (CPS).</li>
<li>Given the prospective drug pipeline, company’s R&amp;D capabilities and extensive licensing agreements already in place we prefer to remain bullish on the name.</li>
</ul>



Sichuan Kelun-Biotech Biopharmaceutical (6990 HK) 1H26 revenue increased 3% YoY to RMB 978.3M, as pharmaceutical products grew to RMB 657M (vs RMB 309.8M in 1H25).
Sac-TMT’s NDA was accepted by NMPA for 1L treatment of patients with recurrent or metastatic triple-negative breast cancer (TNBC) who have a PD-L1 combined positive score (CPS).
Given the prospective drug pipeline, company’s R&amp;D capabilities and extensive licensing agreements already in place we prefer to remain bullish on the name.


Sichuan Kelun Biotech (2629 HK): Sac-TMT Driving To The Core in 1H26, Pipeline Progressing Well