In today’s briefing:
- Beyond 280 #7 | Shopee’s India Playbook
- TSMC (TSM.US; 2303.TT): TSMC Shall Decide Whether to Raise Wafer Price in One, or Two Month.
- Mesoblast (MSB AU): Preparing for Re-Submission of Biologics License Application for Ryoncil
Beyond 280 #7 | Shopee’s India Playbook
- We speak to a B2B e-commerce consultant who onboards companies looking to sell on platforms like Amazon, Flipkart, Meesho & Shopee.
- Shopee’s approach to a deal based app is seeing encouraging responses both from customers and sellers.
- Indian E-Com has its own nuances, and there is a possibility that growth projections companies operating in the Industry may be overstated.
TSMC (TSM.US; 2303.TT): TSMC Shall Decide Whether to Raise Wafer Price in One, or Two Month.
- We believe TSMC shall decide whether to raise wafer price in one, or two month.
- To our understanding, Intel has gotten the wafer allocation from TSMC for the next two years.
- To our understanding, MediaTek is the first client to perform 4nm production, although the booking quantity is less than Apple iPhone.
Mesoblast (MSB AU): Preparing for Re-Submission of Biologics License Application for Ryoncil
- Mesoblast Ltd (MSB AU) has developed a range of late-stage product candidates derived from its first and second generation proprietary mesenchymal lineage cell therapy technology platforms.
- BLA resubmission of remestemcel-L and formal BLA submission of rexlemestrocel-L to the FDA are two near-term catalysts for Mesoblast. Latest clinical trial results should support efficacy of both the candidates.
- In November, Mesoblast completed a refinancing of its senior secured debt facility with a new $90 million five-year facility. Current funding is available for an estimated seven quarters.
Related tickers: Sea Ltd (SE.N), Taiwan Semiconductor Sp Adr (TSM.N), Mesoblast Ltd (MSB.AX)
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