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10.10.26 - 02:06
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China wants 5 innovative drugs with US$1 billion returns by 2030. Which might they be? (SCMP)
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The increasing global appeal of Chinese firms' novel therapies has propelled the country's rise as a biomedical powerhouse, but China has yet to produce a drug to rival all-time best-selling Western blockbusters in sales.
Beijing has set ambitious new five-year targets to boost its global presence, including at least five products with annual global sales surpassing US$1 billion by 2030.
The goal is achievable, according to some analysts. Jefferies' head of Asia healthcare research Cui Cui noted......
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09.10.26 - 14:12
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"Small Disruption Now Has Outsized Price Consequences": Jefferies Warns As Hurricane Takes Aim At US Gulf Energy (ZeroHedge)
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"Small Disruption Now Has Outsized Price Consequences": Jefferies Warns As Hurricane Takes Aim At US Gulf Energy
Isaias has strengthened into a Category 2 hurricane in the overnight hours and is forecast to intensify further before making landfall along the US Gulf Coast late Friday or early Saturday.
Nearly two-thirds of Gulf of Mexico crude production is already shut in, while roughly 500,000 barrels a day of refining capacity is at risk. The disruption comes as a global refining crisis has pushed US gasoline and diesel prices into uncomfortable territory for consumers ahead of the midterm elections. While the supply impact is expected to be temporary, even brief refinery outages could tighten already constrained fuel inventories and add pressure to pump prices.
Jefferies consumer staples analyst Kaumil Gajrawala warned on Thursday morning: "A small disruption now has outsized price consequences. The second-order effect is freight cost, which favors asset-light models like KO ...
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09.10.26 - 14:12
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Apple Slides After Report Says iPhone 18 Pro Component Orders Slashed, Signaling Early Demand Trouble (ZeroHedge)
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Apple Slides After Report Says iPhone 18 Pro Component Orders Slashed, Signaling Early Demand Trouble
Jefferies and Bernstein analysts have already flagged soft demand for the iPhone 18 in major markets. The launch of the iPhone 18 Pro and Pro Max is an early test for CEO John Ternus, with a new report suggesting Apple has told suppliers to cut component production.
Apple shares are down 2% in premarket trading this morning after an overnight Nikkei Asia report said demand for the new flagship iPhone has been disappointing.
Sources told the Tokyo-based news outlet that October component orders for the two premium models (18 Pro and Pro Max) have been cut by at least 15% from initial plans. Another source deep within Apple's supply chain said reductions are between 15% and 20%.
Here's more from the outlet:
"In October alone, we are seeing orders from Apple reducing by 15% to 20% for both the premium models; we don't know how things would develop from here," said one of the executiv...
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