reports
- Carol Dou Xiao Qin
- Sunny Chen
China Healthcare Bi-Weekly: Lower Interest Rates Promote Innovation
After a strong run-up, China’s healthcare sector is in a technical correction. Despite geopolitical tensions, we believe the fundamentals remain sound, supporting bright long-term prospects. CRDMO, Biopharma and Internet Healthcare are embracing stronger revenue and earnings growth in the coming years driven by: a) lower cost of capital; b) a new wave of innovative product launches; c) strengthening R&D pipeline continuing to attract global collaborations; and d) positive domestic policy support...
00241 ALIBABA HEALTH INFORMATION TECHNOLOGY LTD.
01177 SINO BIOPHARMACEUTICAL LIMITED
X2S SINOPHARM GROUP CO. LTD. CLASS H
HCM HUTCHISON CHINA MEDITECH LTD SPONSORED ADR
3933 THE UNITED LABORATORIES INTE
2877 CHINA SHINEWAY PHARMACEUTICA
01801 HUTCHISON CHINA MEDITECH LIMITED
1833 INNOVENT BIOLOGICS INC.
300760 PING AN HEALTHCARE AND TECHNOLOGY COMPANY LIMITED
603882 SHENZHEN MINDRAY BIO-MEDICAL ELECTRONICS CO. LTD. CLASS A
1093 GUANGZHOU KINGMED DIAGNOSTICS GROUP CO. LTD. CLASS A
603259 CSPC PHARMACEUTICAL GROUP LTD
2269 WUXI APPTEC CO. LTD. CLASS A
3692 WUXI BIOLOGICS (CAYMAN) INC.
06160 HANSOH PHARMACEUTICAL GROUP
300765 BEIGENE LTD.
300244 WUXI APPTEC CO. LTD. CLASS H
CSPC INNOVATION PHARMACEUTICAL CO L
DIAN DIAGNOSTICS GROUP CO
HUTCHMED Highlights Clinical Data to be Presented at the ESMO Congress...
HUTCHMED Highlights Clinical Data to be Presented at the ESMO Congress 2025 HONG KONG and SHANGHAI and FLORHAM PARK, N.J., Oct. 02, 2025 (GLOBE NEWSWIRE) -- HUTCHMED (China) Limited (“”) (Nasdaq/AIM:HCM; HKEX:13) today announces that new and updated data from several studies of compounds discovered by HUTCHMED will be presented at the European Society for Medical Oncology (“ESMO”) Congress 2025, taking place on October 17-21, 2025 in Berlin, Germany. Results from the FRUSICA-2 registration study of the fruquintinib and sintilimab combination as a second-line treatment for locally advan...
IPSEN - Buy-back programme - Art 5 of MAR - Week 39 - 2025
IPSEN - Buy-back programme - Art 5 of MAR - Week 39 - 2025 Aggregated presentation by day and by market Statement of transactions in own shares from September 22nd to September 26th 2025 Name of the issue Identity code of the issuer (Legal Entity Identifier) Day of the transaction Identity code of the financial instrument Total daily volume (in number of shares) Daily weighted average purchase price of the shares Market (MIC Code) IPSEN 549300M6SGDPB4Z94P11 22/09/2025 FR0010259150 300 115,90 AQEU IPSEN 549300M6SGDPB4Z94P11 22/09/2025 FR0010259150...
IPSEN - Achats effectués dans les conditions de l'Article 5 du Règleme...
IPSEN - Achats effectués dans les conditions de l'Article 5 du Règlement MAR - Semaine 39 - 2025 Présentation agrégée par jour et par marchéDéclaration des transactions sur actions propres réalisées du 22 Septembre au 26 Septembre 2025 Nom de l'émetteurCode identifiant de l'émetteur (code LEI)Jour de la transactionCode identifiant de l'instrument financierVolume total journalier (en nombre de titres)Prix pondéré moyen journalier d'acquisitionCode identifiant marchéIPSEN549300M6SGDPB4Z94P1122/09/2025FR0010259150300115,90AQEUIPSEN549300M6SGDPB4Z94P1122/09/2025FR0010259150600116,30CCXEIP...
- Carol Dou Xiao Qin
- Sunny Chen
China Healthcare: CRDMOs -- New Modalities To Drive Accelerated Growth
Falling interest rates are expected to significantly benefit the biopharma and CRDMO segments. With lower capital costs, biopharma companies can secure R&D funding more easily. CROs and CDMOs are projected to increase their pharmaceutical R&D market share from 51.9% in 2024 to over 65% by 2034. In response to rising demand for new and complex modalities, WuXi Bio and WuXi AppTec are enhancing their service capabilities to seize growth opportunities from this new wave of innovation.
00241 ALIBABA HEALTH INFORMATION TECHNOLOGY LTD.
01177 SINO BIOPHARMACEUTICAL LIMITED
X2S SINOPHARM GROUP CO. LTD. CLASS H
HCM HUTCHISON CHINA MEDITECH LTD SPONSORED ADR
2877 CHINA SHINEWAY PHARMACEUTICA
01801 HUTCHISON CHINA MEDITECH LIMITED
1833 INNOVENT BIOLOGICS INC.
300760 PING AN HEALTHCARE AND TECHNOLOGY COMPANY LIMITED
603882 SHENZHEN MINDRAY BIO-MEDICAL ELECTRONICS CO. LTD. CLASS A
1093 GUANGZHOU KINGMED DIAGNOSTICS GROUP CO. LTD. CLASS A
603259 CSPC PHARMACEUTICAL GROUP LTD
2269 WUXI APPTEC CO. LTD. CLASS A
3692 WUXI BIOLOGICS (CAYMAN) INC.
06160 HANSOH PHARMACEUTICAL GROUP
300244 BEIGENE LTD.
WUXI APPTEC CO. LTD. CLASS H
DIAN DIAGNOSTICS GROUP CO
- Adrian Loh Tzum Yung
- Bella Lu Yifei
- Benjaphol Suthwanish
- Carol Dou Xiao Qin
- Jo Yee Ng
- Ken Lee
- Kong Ho Meng
- Sunny Chen
- Suryaputra Wijaksana
- Willinoy Sitorus
Regional Morning Meeting Notes: Friday, September 26, 2025
Greater China Sector Update | Automobile China’s PV sales rebounded last week, with PEV growth surging from below 5% to over 30% due to subsidies and new models. Geely and XPeng led, while BYD and Li Auto lagged. Vehicle exports rose 26% yoy in August, driven by gains in the EU, Africa, and Middle East. Maintain MARKET WEIGHT. Top BUYs: CATL (target price raised to Rmb520) and Geely. Top SELLs: BYD and Li Auto. Sector Update | Healthcare Falling interest rates are expected to significant...
300014 EVE ENERGY CO. LTD. CLASS A
GRU GEELY AUTOMOBILE HOLDINGS LIMITED
01093 CSPC PHARMACEUTICAL GROUP LIMITED
B8O YANGZIJIANG SHIPBUILDING (HOLDINGS) LTD.
300015 AIER EYE HOSPITAL GROUP CO. LTD. CLASS A
00241 ALIBABA HEALTH INFORMATION TECHNOLOGY LTD.
01177 SINO BIOPHARMACEUTICAL LIMITED
BH BUMRUNGRAD HOSPITAL PUBLIC CO. LTD.
M3I MINTH GROUP LIMITED
X2S SINOPHARM GROUP CO. LTD. CLASS H
5Z0 ZHONGSHENG GROUP HOLDINGS LTD.
BCH BANGKOK CHAIN HOSPITAL PCL
01316 NEXTEER AUTOMOTIVE GROUP LIMITED
TLKM PT TELKOM INDONESIA (PERSERO) TBK CLASS B
002709 GUANGZHOU TINCI MATERIALS TECHNOLOGY CO LTD CLASS A
601689 NINGBO TUOPU GROUP CO. LTD. CLASS A
01585 YADEA GROUP HOLDINGS LTD.
2333 GREAT WALL MOTOR CO. LTD. CLASS H
1211 BYD COMPANY LIMITED CLASS H
2338 HUTCHISON CHINA MEDITECH LTD SPONSORED ADR
02238 WEICHAI POWER CO. LTD. CLASS H
YNS GUANGZHOU AUTOMOBILE GROUP CO. LTD. CLASS H
MSGB YINSON HOLDINGS BHD
ECW MAH SING GROUP BHD
SPSB ECO WORLD DEVELOPMENT GROUP
SWB SP SETIA BHD
HCM SUNWAY BHD
01801 HUTCHISON CHINA MEDITECH LIMITED
1833 INNOVENT BIOLOGICS INC.
300760 PING AN HEALTHCARE AND TECHNOLOGY COMPANY LIMITED
UEMS SHENZHEN MINDRAY BIO-MEDICAL ELECTRONICS CO. LTD. CLASS A
603882 UEM SUNRISE BHD
1772 GUANGZHOU KINGMED DIAGNOSTICS GROUP CO. LTD. CLASS A
1093 GANFENG LITHIUM CO. LTD. CLASS H
603259 CSPC PHARMACEUTICAL GROUP LTD
300750 WUXI APPTEC CO. LTD. CLASS A
3606 CONTEMPORARY AMPEREX TECHNOLOGY CO. LTD. CLASS A
MPM FUYAO GLASS INDUSTRY GROUP CO LTD-H
2269 MARCO POLO MARINE LTD
3692 WUXI BIOLOGICS (CAYMAN) INC.
MCH HANSOH PHARMACEUTICAL GROUP
06160 MATRIX CONCEPTS HOLDINGS BHD
002920 BEIGENE LTD.
300765 HUIZHOU DESAY SV AUTOMOTIVE CO LTD
STM WUXI APPTEC CO. LTD. CLASS H
IOIPG CSPC INNOVATION PHARMACEUTICAL CO L
02015 SEATRIUM LTD
09868 IOI PROPERTIES GROUP BHD
300244 LI AUTO INC
LAGENDA XPENG INC
600699 DIAN DIAGNOSTICS GROUP CO
002050 CH LAGENDA PROPERTIES BHD
ONC@US@ JOYSON ELECTRONICS CORP
TUL ZHEJIANG SANHUA INTELLIGENT CONTROLS CO LTD (002050 CH)
BEONE MEDICINE INC
TULLA RESOURCES PL
IPSEN - Buy-back programme - Art 5 of MAR - Week 38 - 2025
IPSEN - Buy-back programme - Art 5 of MAR - Week 38 - 2025 Aggregated presentation by day and by marketStatement of transactions in own shares from September 15th to September 19th 2025 Name of the issueIdentity code of the issuer (Legal Entity Identifier) Day of the transactionIdentity code of the financial instrument Total daily volume (in number of shares)Daily weighted average purchase price of the sharesMarket (MIC Code) IPSEN549300M6SGDPB4Z94P1115/09/2025FR0010259150300118,40AQEUIPSEN549300M6SGDPB4Z94P1115/09/2025FR0010259150600118,40CCXEIPSEN549300M6SGDPB4Z94P1115/09/2025FR001...
IPSEN - Achats effectués dans les conditions de l'Article 5 du Règleme...
IPSEN - Achats effectués dans les conditions de l'Article 5 du Règlement MAR - Semaine 38 - 2025 Présentation agrégée par jour et par marchéDéclaration des transactions sur actions propres réalisées du 15 Septembre au 19 Septembre 2025 Nom de l'émetteurCode identifiant de l'émetteur (code LEI)Jour de la transactionCode identifiant de l'instrument financierVolume total journalier (en nombre de titres)Prix pondéré moyen journalier d'acquisitionCode identifiant marchéIPSEN549300M6SGDPB4Z94P1115/09/2025FR0010259150300118,40AQEUIPSEN549300M6SGDPB4Z94P1115/09/2025FR0010259150600118,40CCXEIP...
Ipsen’s LANTIC Phase II in aesthetics delivers a first-in-class, diffe...
Ipsen’s LANTIC Phase II in aesthetics delivers a first-in-class, differentiated long-acting clinical profile for IPN10200, enabling the initiation of Phase III IPN10200 is a recombinant, first-in-class molecule uniquely engineered to generate increased receptor affinity and internalization that produces a longer duration of action, optimized for safety and efficacyData showed a rapid onset of action, peak effect superior to placebo, and a substantial majority of patients experiencing clinically significant longer duration of effect vs placebo and vs Dysport, defined as a score of “none” or ...
L’essai de Phase II LANTIC d’Ipsen en esthétique démontre un profil cl...
L’essai de Phase II LANTIC d’Ipsen en esthétique démontre un profil clinique différencié à longue durée d'action, premier de sa classe pour l'IPN10200, permettant le lancement de l’étude de Phase III L'IPN10200 est une molécule recombinante, première de sa classe (« first-in-class »), spécifiquement conçue pour obtenir une affinité et une internalisation accrues du récepteur, offrant ainsi une durée d’action prolongée et un profil optimisé en termes de sécurité et d’efficacitéLes données ont démontré un début d'action rapide, un effet maximal supérieur au placebo et une majorité substantiel...
Bylvay® (odevixibat) approved in Japan for rare liver disease PFIC
Bylvay® (odevixibat) approved in Japan for rare liver disease PFIC Bylvay® is the first once-daily ileal bile acid transport inhibitor to be approved as a treatment for pruritus associated with progressive familial intrahepatic cholestasis (PFIC) in Japan, offering a non-surgical treatment option for infants, young children and adults PFIC is a rare and life-threatening liver disease that affects an estimated 100 children and infants in Japan.1 Paris, France – 19 September 2025 – Ipsen (Euronext: IPN; ADR: IPSEY) announced today that Japan’s Ministry of Health, Labour and Welfare (MHLW) h...
Bylvay® (odévixibat) approuvé au Japon pour le traitement d’une maladi...
Bylvay® (odévixibat) approuvé au Japon pour le traitement d’une maladie rare du foie (CIFP) Bylvay® est le premier inhibiteur du transport iléal des acides biliaires administré une fois par jour à être approuvé comme traitement du prurit associé à la cholestase intra-hépatique familiale progressive (CIFP) au Japon, offrant une option de traitement non chirurgicale pour les nourrissons, les jeunes enfants et les adultes. La CIFP est une pathologie hépatique rare et potentiellement mortelle qui touche environ 100 enfants et nourrissons au Japon1. Paris, France – 19 septembre 25 – Ipsen (Eur...
IPSEN - Buy-back programme - Art 5 of MAR - Week 37 - 2025
IPSEN - Buy-back programme - Art 5 of MAR - Week 37 - 2025 Aggregated presentation by day and by marketStatement of transactions in own shares from September 08th to September 12th 2025 Name of the issueIdentity code of the issuer (Legal Entity Identifier) Day of the transactionIdentity code of the financial instrument Total daily volume (in number of shares)Daily weighted average purchase price of the sharesMarket (MIC Code) IPSEN549300M6SGDPB4Z94P1108/09/2025FR0010259150300118,30AQEUIPSEN549300M6SGDPB4Z94P1108/09/2025FR0010259150600118,60CCXEIPSEN549300M6SGDPB4Z94P1108/09/2025FR001...
IPSEN - Achats effectués dans les conditions de l'Article 5 du Règleme...
IPSEN - Achats effectués dans les conditions de l'Article 5 du Règlement MAR - Semaine 37 - 2025 Présentation agrégée par jour et par marchéDéclaration des transactions sur actions propres réalisées du 08 Septembre au 12 Septembre 2025 Nom de l'émetteurCode identifiant de l'émetteur (code LEI)Jour de la transactionCode identifiant de l'instrument financierVolume total journalier (en nombre de titres)Prix pondéré moyen journalier d'acquisitionCode identifiant marchéIPSEN549300M6SGDPB4Z94P1108/09/2025FR0010259150300118,30AQEUIPSEN549300M6SGDPB4Z94P1108/09/2025FR0010259150600118,60CCXEIP...
- Carol Dou Xiao Qin
- Sunny Chen
China Healthcare: Bi-Weekly: Affected By Geopolitical Headwinds
The China healthcare stocks under our coverage exhibited a mixed performance during 1-15 Sep 25. Internet healthcare majors like Ali Health and JD Health outperformed, with share prices rising 18.8% and 8.6% respectively, thanks to strong revenue growth prospects and potential policy support. Investors took profits on major biopharmas amid concerns over possible in-licensing restrictions from the US. The trend of innovation and globalisation among Chinese biopharmas remains strong, driven by rob...
00241 ALIBABA HEALTH INFORMATION TECHNOLOGY LTD.
01177 SINO BIOPHARMACEUTICAL LIMITED
X2S SINOPHARM GROUP CO. LTD. CLASS H
HCM HUTCHISON CHINA MEDITECH LTD SPONSORED ADR
3933 THE UNITED LABORATORIES INTE
2877 CHINA SHINEWAY PHARMACEUTICA
01801 HUTCHISON CHINA MEDITECH LIMITED
1833 INNOVENT BIOLOGICS INC.
300760 PING AN HEALTHCARE AND TECHNOLOGY COMPANY LIMITED
603882 SHENZHEN MINDRAY BIO-MEDICAL ELECTRONICS CO. LTD. CLASS A
1093 GUANGZHOU KINGMED DIAGNOSTICS GROUP CO. LTD. CLASS A
603259 CSPC PHARMACEUTICAL GROUP LTD
2269 WUXI APPTEC CO. LTD. CLASS A
3692 WUXI BIOLOGICS (CAYMAN) INC.
06160 HANSOH PHARMACEUTICAL GROUP
300765 BEIGENE LTD.
300244 WUXI APPTEC CO. LTD. CLASS H
CSPC INNOVATION PHARMACEUTICAL CO L
DIAN DIAGNOSTICS GROUP CO
Save the Date: HUTCHMED to Present R&D Updates on October 31, 2025
Save the Date: HUTCHMED to Present R&D Updates on October 31, 2025 — HUTCHMED will host in-person presentation and online webinar on Friday, October 31 — HONG KONG and SHANGHAI and FLORHAM PARK, N.J., Sept. 12, 2025 (GLOBE NEWSWIRE) -- HUTCHMED (China) Limited (“”) (Nasdaq/AIM:HCM; HKEX:13) today announces that it will host a Research & Development update in Shanghai, China, and via webcast on Friday, October 31, 2025. During the event, Dr. Michael Shi, Executive Vice President, Head of R&D and Chief Medical Officer of HUTCHMED, will share insights into the Company’s R&D strategy and v...
Ipsen - August 2025 - Monthly information relative to the total number...
Ipsen - August 2025 - Monthly information relative to the total number of voting rights and shares composing the share capital Monthly information relative to the total number of voting rights and shares composing the share capital (in accordance with Article L.233-8 II of the French Commercial Code and Article 223-16 of the General Regulation of the Autorité des Marchés Financiers) Market: Euronext Paris ISIN Code: FR 0010259150LEI: 549300M6SGDPB4Z94P11 Date Total number of shares composing the share capital Total number of voting rights (1) 31 August 2025 83,814,526 ...
Ipsen - Août 2025 - Information mensuelle relative au nombre total des...
Ipsen - Août 2025 - Information mensuelle relative au nombre total des droits de vote et d’actions composant le capital social Information mensuelle relative au nombre total des droits de voteet d’actions composant le capital social (conformément à l’article L.233-8 II du Code de commerceet à l’article 223-16 du Règlement Général de l’Autorité des Marchés Financiers) Place de cotation : Euronext Paris Code ISIN : FR 0010259150LEI : 549300M6SGDPB4Z94P11 Date Nombre total d’actions composant le capital socialNombre total de droits de vote (1)31 août 202583 814 526Total brut* des droits de v...
IPSEN - Buy-back programme - Art 5 of MAR - Week 36 - 2025
IPSEN - Buy-back programme - Art 5 of MAR - Week 36 - 2025 Aggregated presentation by day and by marketStatement of transactions in own shares from 1st September to 5th September 2025 Name of the issueIdentity code of the issuer (Legal Entity Identifier) Day of the transactionIdentity code of the financial instrument Total daily volume (in number of shares)Daily weighted average purchase price of the sharesMarket (MIC Code) IPSEN549300M6SGDPB4Z94P1101/09/2025FR0010259150 632116,87753AQEU IPSEN549300M6SGDPB4Z94P1101/09/2025FR0010259150 1 200116,94167CCXE IPSEN549300M6SGDP...
IPSEN - Achats effectués dans les conditions de l'Article 5 du Règleme...
IPSEN - Achats effectués dans les conditions de l'Article 5 du Règlement MAR - Semaine 36 - 2025 Présentation agrégée par jour et par marché Déclaration des transactions sur actions propres réalisées du 01 Septembre au 05 Septembre 2025 Nom de l'émetteur Code identifiant de l'émetteur (code LEI) Jour de la transaction Code identifiant de l'instrument financier Volume total journalier (en nombre de titres) Prix pondéré moyen journalier d'acquisition Code identifiant marché IPSEN 549300M6SGDPB4Z94P11 01/09/2025 FR0010259150 632 116,87753 AQEU IPSEN 5493...
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