Asking for a Trend, anchor Josh Lipton breaks down the latest financial news for July 11, 2025. Wells Fargo, JPMorgan, and Citigroup are set to report earnings on Tuesday, July 15. We examine what to expect from the print and the outlook for these stocks. Varda Space Industries co-founder and CEO Will Bruey discusses formulating pharmaceutical drug formulations in space with no gravity. Microgravity changes the drug's chemical outcome, which is important for developing new drugs. For more videos of Asking f ...

If you are interested in keeping up to date with stocks making moves within the biotech, pharma, and healthcare industries, and understanding the key trends and catalysts driving valuations ahead of the market, why not subscribe to my weekly newsletter via my Investing Group, Haggerston BioHealth ?The group is for both novice and experienced biotech investors. It provides catalysts to look out for and buy and sell ratings. It also provides product sales and forecasts for all the Big Pharmas, forecasting, in ...

Investment Rating - The report maintains a positive outlook on the innovative drug sector, expecting significant revenue growth and potential profitability for several companies in the first half of 2025 [3][8]. Core Insights - The innovative drug sector is projected to see revenue growth of at least 40% year-on-year for companies such as BeiGene, Innovent Biologics, and others, driven by the commercialization of core products [3][8]. - The Pharma sub-sector is expected to experience a revenue growth rate of 10-15% for companies like Hansoh Pharmaceutical and China Biologic Products, while others may see growth of 5-10% [3][8]. - The medical services sector is anticipated to have a revenue growth of 15-20% for companies like GuoShengTang, with a focus on mergers and acquisitions [3][8]. Summary by Sections Innovative Drugs - Companies expected to achieve over 40% revenue growth in 1H25 include BeiGene, Innovent Biologics, and others, primarily due to the commercialization of key products [3][8]. - Some companies, such as BeiGene and Innovent Biologics, are likely to reach profitability due to increased sales volume [3][8]. - The report highlights that companies like Hutchison China MediTech may see significant profit growth due to asset disposals [3][8]. Pharma - The impact of centralized procurement is gradually diminishing, allowing for continued innovation and transformation within the sector [3][8]. - Companies projected to achieve 10-15% revenue growth include Hansoh Pharmaceutical and China Biologic Products, while others like 3SBio and United Laboratories may see 5-10% growth [3][8]. Medical Services - GuoShengTang is expected to have a revenue growth of 15-20% in 1H25, with ongoing attention to domestic and international acquisition activities [3][8].

Group 1 - Vertex Pharmaceuticals Incorporated (NASDAQ: VRTX) has seen increased momentum following the release of long-term data from its studies on Casgevy, a therapy for Sickle Cell Disease and transfusion-dependent Beta-Thalassemia [1] - The Haggerston BioHealth investing group provides insights for both novice and experienced biotech investors, including catalysts, buy and sell ratings, product sales forecasts, and integrated financial statements [1] - The group is led by a biotech consultant with over 5 years of experience in covering biotech, healthcare, and pharma, having compiled detailed reports on over 1,000 companies [1]

Morning Brief, Market Sunrise anchor Ramzan Karmali breaks down the latest international news for July 9, 2025. President Trump stated on a social media post that tariffs will start being paid on August 1st and that date will not change. Trump also said he will make announcements on 7 more countries. Pharma stock ProKidney stock has surged ending the day Tuesday plus 515%. This rise followed positive results from a phase two clinical trial raising hopes that the FDA may accelerate approval on a drug therapy ...

Group 1 - The article promotes a weekly newsletter focused on stocks in the biotech, pharma, and healthcare industries, aimed at both novice and experienced investors [1] - The newsletter provides insights on key trends, catalysts driving valuations, product sales forecasts, and integrated financial statements for major pharmaceutical companies [1] - The author, Edmund Ingham, has over 5 years of experience in the biotech sector and has compiled detailed reports on more than 1,000 companies [1]

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive's content includes insights across various sectors such as biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Group 2 - Proactive is committed to adopting technology to enhance workflows and content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

Group 1 - The article promotes a weekly newsletter focused on stocks in the biotech, pharma, and healthcare industries, aimed at both novice and experienced investors [1] - The newsletter provides insights on key trends, catalysts driving valuations, product sales forecasts, and integrated financial statements for major pharmaceutical companies [1] - The author, Edmund Ingham, has over 5 years of experience in covering biotech, healthcare, and pharma, and has prepared detailed reports on more than 1,000 companies [1]

Investment Rating - The report assigns a "Buy" rating to Hansoh Pharma with a 12-month price target of HK$22.71, indicating a downside potential of 20.6% from the current price of HK$28.60 [8][9]. Core Insights - Management emphasizes encouraging progress in ex-China development for out-licensed assets, including B7H3 ADC, B7H4 ADC, and oral GLP-1, with a reiterated product sales guidance of double-digit growth in 2025 [1][2]. - The key product Ameile is projected to achieve peak sales of Rmb8 billion, with additional upside potential from combination therapies [1][3]. - The company anticipates deal-making opportunities from early-stage ADCs and next-generation disease modifiers for immunology diseases [1][7]. Summary by Sections Ex-China Development Progress - HS-20093 (B7H3 ADC) has received two breakthrough designations from the FDA for SCLC and osteosarcoma, with GSK planning pivotal studies by Q4 2025 [2]. - HS-20089 (B7H4 ADC) is set to commence pivotal trials in 2026 for gynecological cancers [2]. - HS-10535 (oral GLP-1) is expected to enter phase 1 trials in 2025, targeting multiple cardiovascular and metabolic diseases [2]. - HS-20094 (GLP-1/GIP) will focus on weight reduction strategies in combination with Regeneron's internal pipeline assets [2]. Sales Growth and Commercialization - Management guides for double-digit sales growth in 2025, driven by innovative drugs, particularly Ameile, which has a revised sales target of Rmb6 billion for 2025 [3][6]. - The potential for collaboration income is highlighted as a sustainable revenue driver, supported by a growing R&D pipeline with 8-10 new INDs each year [6]. Licensing and Deal-Making Opportunities - Potential licensing-out opportunities include early-stage pre-clinical assets and several ADCs that have entered clinical stages [7]. - Specific assets with deal-making potential include HS-20122 (EGFR/cMET ADC), HS-10370 (KRAS G12D), and others targeting immunology diseases [7].

Investment Rating - The investment rating for China Medical System Holdings is "Buy" with a 12-month price target of HK$12.57, indicating an upside potential of 2.4% from the current price of HK$12.28 [8][16]. Core Insights - The company anticipates double-digit sales growth for 2025 and positive topline growth for 2026 following the spin-off of its dermatology subsidiary, Dermavon [1][2]. - Key drivers for growth include the expected doubling of new drug sales post NRDL listing, resumption of growth for Xinhuosu, and stable performance of three core drugs [2][6]. - Two potential blockbuster products are highlighted: Y-3 for stroke with peak sales potential exceeding Rmb3 billion and ABP-671 for gout, which is expected to have better safety profiles compared to current standards of care [2][6]. Summary by Sections Sales Growth and Spin-off - The company maintains its guidance for double-digit sales growth in 2025, with positive growth expected in 2026 after the completion of Dermavon's spin-off by the end of 2025 [1][2]. - Growth drivers include new drug sales, diversified hospital coverage for Xinhuosu, and stable performance of core drugs [2][6]. Product Pipeline - The dermatology portfolio has a peak sales potential exceeding Rmb15 billion, with specific products like tildrakizumab targeting Rmb2 billion and ruxolitinib cream targeting at least Rmb6 billion [3][6]. - Other notable products include povorcitinib and comekibart, both with significant sales potential in their respective indications [6]. Financial Projections - Revenue projections for the upcoming years are as follows: Rmb7,469 million for 2024, Rmb8,244 million for 2025, and Rmb9,580 million for 2026 [8]. - The company is expected to maintain a stable EBITDA margin, with projected EBITDA of Rmb2,193 million in 2024 and Rmb2,982 million in 2026 [8].