Biopharmaceuticals

Where Will Major Pharmaceutical Companies Bet After GLP-1 and ADC?

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Where Will Major Pharmaceutical Companies Bet After GLP-1 and ADC?

After several challenging years, the biopharmaceutical industry may finally see an improvement in the deal-making environment. Integration and innovation have become key themes, and by 2025, deal activity is expected to shift significantly towards fewer but higher-value licensing deals, with mergers and acquisitions showing a similar trend. Recent major transactions, including Novo Nordisk’s acquisition of … Read more

Sector Analysis and Future Trends: AI Applications, Pharmaceuticals, Consumer Goods, Humanoid Robots, Quantum Technology, Controlled Nuclear Fusion, Aerospace Powerhouses, Consumer Electronics, Real Estate, and Esoteric Horse Directions

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Sector Analysis and Future Trends: AI Applications, Pharmaceuticals, Consumer Goods, Humanoid Robots, Quantum Technology, Controlled Nuclear Fusion, Aerospace Powerhouses, Consumer Electronics, Real Estate, and Esoteric Horse Directions

The Shanghai Composite Index, looking at the weekly chart, is expected to open next week around 3810, with strong support at 3810; observing the larger pattern, 3800 serves as a significant platform with robust support. I lean towards a low probability of the Shanghai Composite Index breaking below 3800 next week, favoring a fluctuation range … Read more

Advancements in 3D Printing Technology for Pharmaceuticals

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Advancements in 3D Printing Technology for Pharmaceuticals

✦ 3D printing technology, as an additive manufacturing technique, has made significant progress in the pharmaceutical field in recent years due to its advantages in personalization, high precision, and the ability to manufacture complex structures. This article summarizes the six commonly used types of pharmaceutical 3D printing technologies available in the market and outlines the … Read more

A Comprehensive Guide to GMP Risk Assessment of ADC Drugs from the Perspective of Drug Supervision

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A Comprehensive Guide to GMP Risk Assessment of ADC Drugs from the Perspective of Drug Supervision

Click the blue text to follow us This article is based on the paper “Research on Key GMP Inspection Points in the Production of Antibody-Drug Conjugates” (Author: Ma Yansong, et al.; National Medical Products Administration Center for Food and Drug Review) published in 2025, systematically outlining the entire GMP regulatory chain of ADC drugs from … Read more

ADC is Back: Why CDH17 This Time?

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Recently, the biopharmaceutical sector seems to be reviving. Perhaps the BD departments of MNCs have returned from their summer breaks, reigniting the cross-ocean BD wave. On October 17, Hansoh Pharmaceutical announced a licensing collaboration with global oncology giant Roche for its CDH17 ADC new drug HS-20110. Roche will pay 80 million USD as an upfront … Read more

3D Printing Technology Now Used for Pharmaceutical Production!

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3D Printing Technology Now Used for Pharmaceutical Production!

In addition to structural design, the advantages of 3D printed drugs also lie in production efficiency, cost, and quality control. The drug production process utilizes digital control, ensuring precise traceability of each tablet’s quality; furthermore, the development cycle has significantly shortened, with what used to take years now completed in just a few months. The … Read more

China’s ADC Innovations Continue to Drain Foreign Wallets

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China's ADC Innovations Continue to Drain Foreign Wallets

Several high-value BD cases in 2025 have sparked strong interest in the Chinese biopharmaceutical sector from the capital market. China has become a major force in global BD output, thus examining the licensing pipelines of domestic biopharmaceutical companies can roughly analyze the direction of global pharmaceutical innovation. In the first half of this year, ADC … Read more

3D Printed Pills: China Becomes the Second Country After the U.S. to Achieve This Technology

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3D Printed Pills: China Becomes the Second Country After the U.S. to Achieve This Technology

Friends, can you believe it? Pills can actually be “printed” just like photos! On September 4th, the first national 3D printed pharmaceutical production license was issued in Jiangsu, with Nanjing Sanjieji Pharmaceutical Technology Co., Ltd. successfully obtaining the license. This means that China has officially become the second country in the world, after the United … Read more

Sunflower’s Cross-Industry Acquisition: Opportunities and Challenges in the Semiconductor Sector

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Sunflower's Cross-Industry Acquisition: Opportunities and Challenges in the Semiconductor Sector

Sunflower’s Cross-Industry Acquisition: Opportunities and Challenges in the Semiconductor Sector On the evening of September 7, 2025, Sunflower (300111.SZ) announced that the company is planning to acquire a controlling stake in Zhangzhou Xipu Material Technology Co., Ltd. (hereinafter referred to as “Xipu Materials”) and 40% equity of Zhejiang Beid Pharmaceutical Co., Ltd. (hereinafter referred to … Read more