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Akeso Biopharma Inc (9926 HK)
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185
Analysis
Health Care
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China
Akeso Inc. operates operatesa s a biotech company. The compnay develops treatments and therapies for various types of diseases. Akeso serves cutomers worldwide
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bearish
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Thematic (Sector/Industry)
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14 Jul 2022 09:24
Policy Interpretation of 2022 National Medical Insurance (NRDL) Negotiation
We analyzed the new policies, bidding rules, logic and impact on companies of 2022 NRDL adjustment,which will be very intense.The results will be...
Xinyao (Criss) Wang
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212 Views
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bearish
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Akeso Biopharma Inc
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11 Jul 2022 08:59
Akeso Biopharma Placement (9926.HK) - The Concerns Behind and the Outlook
Akeso’s conservative style/development mode/low cash balance and FDA’s “Guidance” on bispecific antibody will limit its outlook and valuation...
Xinyao (Criss) Wang
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590 Views
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bullish
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Thematic (Sector/Industry)
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03 Jul 2022 09:14
China Healthcare Weekly (July.1)- TCM New Policy, Private Hospitals Survival Pressure, Sino Biopharm
New policy about TCM talent will have great significance of TCM development.Private hospitals' survival pressure will be reflected in financial...
Xinyao (Criss) Wang
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283 Views
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bearish
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Shanghai Junshi Biosciences
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14 Jun 2022 08:30
Shanghai Junshi Bioscience Placement- Junshi Is Having a Hard Time, with Lower than Expected Returns
Junshi's Achilles heel is lack of cash and is in difficult time. PD-1/COVID-19 products can't relieve cashflow pressure.The uncertain outlook/macro...
Xinyao (Criss) Wang
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293 Views
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bullish
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Thematic (Sector/Industry)
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15 May 2022 09:20
China Healthcare Weekly (May13)-New Bioeconomy Plan,Rational Withdrawal from NRDL,Medical Device VBP
The 14th Five-Year Bioeconomy plan indicates a new economic form and a trillion-level market.Medical device will be a better investment if...
Xinyao (Criss) Wang
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255 Views
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