AI Strategy Lead

Research Notes

Independent analysis on China pharma assets, biotech strategy, and AI — built from public filings, trial registries, and primary sources.

Latest
China Assets · Parkinson’s Disease

¥84.2 Million, 84 Centers, $328 Million: Hengrui Took a Drug With No Story All the Way to Filing

HRG2010, Hengrui’s carbidopa/levodopa IR/ER capsule for Parkinson’s motor fluctuations, never made the company’s launch forecast or pipeline appendix — yet quietly finished Phase 3 across 84 centers and had its marketing application accepted on August 24, 2026.

September 26, 2026 15 min read Parkinson’s disease · Carbidopa/levodopa Read →
China Pharma Majors · Global Asset Review

SHR-1819 Files for Approval: The Sixth Ticket In

Hengrui’s anti-IL-4Rα antibody has just had its marketing application accepted, with both co-primary endpoints met in Phase 3. But five domestic rivals against the same target are already ahead of it — and the queue ahead holds at least four still under review.

September 26, 2026 20 min read Atopic dermatitis · IL-4Rα Read →