Not just a simple "split": The multifaceted considerations behind the sale of WUXI APPTEC's CGT Business.

In an era where Globalization and protectionism coexist, the rapid iteration of cutting-edge technologies, alongside multiple constraints from policies and capital, poses unprecedented challenges for pharmaceutical innovation companies.

wallstreetcnJan 1 19:50 ET

Selling ATU's USA and United Kingdom Business, the strategy behind WUXI APPTEC.

There is gain in loss.

wallstreetcnDec 24, 2024 21:26 ET

WUXI APPTEC will transfer the WuXi ATU Business to a USA Fund. Is the "optimal solution" for the "gray rhino" of the Biological Safety Act?

① This evening, WUXI APPTEC announced that it will transfer its WuXi ATU Business in the USA and United Kingdom to the USA Private Equity Fund Altaris in exchange for Cash.; ② In the first three quarters, WuXi ATU achieved revenue of 0.853 billion, accounting for only about 3% of the total revenue for the first three quarters.; ③ After the transfer of this Business, the accusations and suspicions related to its gene business may be cleared under the Biosecurity Act.

cls.cnDec 24, 2024 10:58 ET

Highly resilient! Leading CRO companies have stabilized their fundamentals, but the shadow of the biosafety bill may still linger next year | Year-end review.

① In 2024, the USA Biodefense Act will disrupt CROs throughout the year and may continue next year; ② In the first three quarters of this year, over half of listed companies experienced revenue growth, and leading CROs demonstrated resilience; ③ Research on popular targets such as ADC, GLP-1, and bispecific antibodies will continue to be hot; ④ In 2025, the performance of leading CROs and small to medium enterprises may further diverge.

cls.cnDec 24, 2024 04:16 ET

The current cycle of Traditional Chinese Medicine materials is entering a downturn phase, and pharmaceutical companies may face a cost "turning point."

In the second half of 2024, the prices of Traditional Chinese Medicine materials are expected to decline overall; the semi-annual and third quarter reports of this year show that the gross margin of some Chinese Patent Medicine listed companies has significantly decreased, indicating a notable impact of the fluctuation in Traditional Chinese Medicine material prices on costs. However, with the retreat in Traditional Chinese Medicine material prices, production costs for companies will also decrease.

cls.cnDec 19, 2024 09:27 ET

A total scale of 30 billion! The first national-level mother fund in the foreign trade and economic field is being raised, introducing listed company LP Jinbo Bio and Joinn Laboratories.

① The Innovation and Development Guidance Fund for Service Trade is a national-level fund initiated by the Ministry of Finance, the Ministry of Commerce, and China Merchants Group, approved by the State Council, with a total scale of 30 billion yuan. ② An IR practitioner stated to the Star Daily that the second phase of the service trade fund inviting listed companies to become LPs may be a more market-oriented signal.

cls.cnDec 13, 2024 05:33 ET