In today’s briefing:
- Nikon (7731) | Snapping up a 3D Printing World Leader
- Incannex Healthcare (IHL AU): Attractive Idea Backed by Niche Focus on Cannabinoid Pharmaceuticals
- Breakthrough Battery Innovation
- China Internet Weekly (12Aug2022): Tencent, JD.com, Meituan, NetEase, Inkeverse
Nikon (7731) | Snapping up a 3D Printing World Leader
- We believe the market may have missed the important acquisition of 3D printing firm, SLM Solutions
- The 3D printing market is expected to grow rapidly driven by industrial applications that require accurate products and rapid time to market
- We believe the acquisition is a good fit for Nikon and that the realization of synergies could see SLM making a meaningful profit contribution
Incannex Healthcare (IHL AU): Attractive Idea Backed by Niche Focus on Cannabinoid Pharmaceuticals
- Incannex Healthcare (IHL AU) has a differentiated product portfolio, addressing unmet global medical needs. With cash balance of A$37.5 million, Incannex is well-resourced to fund its activities for ~2.5 years.
- Recently completed acquisition of APIRx Pharmaceuticals has strategically expanded intellectual property portfolio to 28 clinical programs, the world’s largest portfolio of patented medicinal cannabinoid drug formulations and psychedelic treatment protocols.
- The combined annual global market size of the targeted indications is over $420 billion. The company’s strategy of combining cannabinoids with FDA-approved generic drugs calls for shorter regulatory pathway.
Breakthrough Battery Innovation
- For those unfamiliar, Battery Maker Enovix has developed the next generation of Lithium-ion cells that powers everything from Smartphones to Electric Vehicles.
- The company’s 3D silicon Cells use 100% active silicon anodes, compared to graphite anodes that are used by most Li-on batteries manufactured today.
- Battery makers have stayed away from Silicon anodes due to several technical challenges, including battery swelling and short usable lifespan.
China Internet Weekly (12Aug2022): Tencent, JD.com, Meituan, NetEase, Inkeverse
- Tencent invested more in Ubisoft Entertainment, a French game developer.
- The monthly active users of local life recovered in China in June and July.
- NetEase will close Music Street, the social networking-oriented karaoke app.
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