HK/China Healthcare Analyst (ex-Fosun Pharma)

Xinyao (Criss) Wang

Equity Bottom-Up

<ul>
<li>For development strategy, <a href="https://www.smartkarma.com/entities/alphamab-oncology" target="_blank" data-smartkarma-citation="entities:28213:1" rel="noopener">Alphamab Co Ltd (9966 HK) </a>may lack the foundation of strategic certainty of expectation. It is also not sure about the commercialization performance of KN035 brought by Simcere.</li>
<li>Although the management’s thinking mode of business operation has improved, it still cannot dispel the doubts about whether the Company can catch up with top-level biopharmaceutical enterprises in the future.</li>
<li>Even with the concerns, it does not rule out that investors can long this stock at an undervalued or a reasonable price to get a good return.</li>
</ul>


For development strategy, Alphamab Co Ltd (9966 HK) may lack the foundation of strategic certainty of expectation. It is also not sure about the commercialization performance of KN035 brought by Simcere.
Although the management’s thinking mode of business operation has improved, it still cannot dispel the doubts about whether the Company can catch up with top-level biopharmaceutical enterprises in the future.
Even with the concerns, it does not rule out that investors can long this stock at an undervalued or a reasonable price to get a good return.


Alphamab Co Ltd (9966.HK) - Some Points Worth the Attention

Shanghai Junshi Biosciences  / Equity Bottom-Up

<ul>
<li>We analyzed <a href="https://www.smartkarma.com/entities/shanghai-junshi-bioscience-h" target="_blank" data-smartkarma-citation="entities:27760:1" rel="noopener">Shanghai Junshi Bioscience Co. Ltd. (1877 HK)</a>’s pipeline, the commercialization strategy, the talents, the outlook and the related concerns.</li>
<li>We also analyzed what the valuation system ecology of top and first-class companies could be like as well as the logic behind.</li>
<li>Revolutionary companies can establish new business models, change the game rule at any time and have the initiative in hands. So, will Junshi progress or go backwards instead?</li>
</ul>


We analyzed Shanghai Junshi Bioscience Co. Ltd. (1877 HK)’s pipeline, the commercialization strategy, the talents, the outlook and the related concerns.
We also analyzed what the valuation system ecology of top and first-class companies could be like as well as the logic behind.
Revolutionary companies can establish new business models, change the game rule at any time and have the initiative in hands. So, will Junshi progress or go backwards instead?


Shanghai Junshi Bioscience (1877.HK) - Will Junshi Progress or Go Backwards Instead?

Thematic (Sector/Industry)

<ul>
<li>The 2021 national medical insurance negotiation released results on December 3.</li>
<li>If the COVID virus continues to mutate in a more transmissible direction, the logic of related companies would change.</li>
<li>For those new IPOs that fell on debut, the current "cold winter" is a rational return of the crazy healthcare investment capital market since 2019.</li>
</ul>


The 2021 national medical insurance negotiation released results on December 3.
If the COVID virus continues to mutate in a more transmissible direction, the logic of related companies would change.
For those new IPOs that fell on debut, the current "cold winter" is a rational return of the crazy healthcare investment capital market since 2019.


China Healthcare Weekly (Dec.3)-2021 Insurance Negotiation Results,new COVID Virus,a Rational Return

Global Healthcare Analyst

Tina Banerjee

<ul>
<li>
<a href="https://www.smartkarma.com/entities/crystalgenomics-inc" target="_blank" data-smartkarma-citation="entities:20260:1" rel="noopener">Crystalgenomics Inc (083790 KS)</a> has a couple of anti-cancer drugs in its clinical pipeline. The company has exclusive licensing deal for its anti-cancer candidate luxeptinib with Aptose Biosciences outside Korea.</li>
<li>Luxeptinib is being evaluated in a phase 1 a/b trial in patients with relapsed/refractory acute myeloid leukemia, higher risk myelodysplastic syndromes, and B-cell malignancies.</li>
<li>Aptose will present clinical trial result in a conference during December 11–14. This does not represent an upside opportunity for CrystalGenomics shares, which is now trading near its lows.</li>
</ul>



Crystalgenomics Inc (083790 KS) has a couple of anti-cancer drugs in its clinical pipeline. The company has exclusive licensing deal for its anti-cancer candidate luxeptinib with Aptose Biosciences outside Korea.
Luxeptinib is being evaluated in a phase 1 a/b trial in patients with relapsed/refractory acute myeloid leukemia, higher risk myelodysplastic syndromes, and B-cell malignancies.
Aptose will present clinical trial result in a conference during December 11–14. This does not represent an upside opportunity for CrystalGenomics shares, which is now trading near its lows.


CrystalGenomics (083790 KS): Partner’s Clinical Data Presentation Is Not a Buying Opportunity

Equity Capital Markets

<ul>
<li>Even if the biopharmaceutical enterprises become gradually mature in each part of the development process, they still have to face the final test - the commercialization.</li>
<li>If compare BeiGene’s product revenue from 2017 to 2021Q3 and the related investment during the same period, the situation was not satisfactory. The internationalization may also not meet the expectation.</li>
<li>We hope that the IPO in the SSE STAR Market would not be "the last hurrah" for BeiGene, because what BeiGene's future performance represents means a lot.</li>
</ul>


Even if the biopharmaceutical enterprises become gradually mature in each part of the development process, they still have to face the final test - the commercialization.
If compare BeiGene’s product revenue from 2017 to 2021Q3 and the related investment during the same period, the situation was not satisfactory. The internationalization may also not meet the expectation.
We hope that the IPO in the SSE STAR Market would not be "the last hurrah" for BeiGene, because what BeiGene's future performance represents means a lot.


Pre-IPO BeiGene Ltd - The Future Performance Means a Lot

China

BeiGene, Ltd. operates as a commercial stage biopharmaceutical company. The Company focuses on discovery, development, and commercialization of molecularly targeted and immuno-oncology drugs for the treatment of cancer. BeiGene serves patients worldwide.

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BeiGene (BGNE US)

Alphamab Co Ltd (9966.HK) - Some Points Worth the Attention

The article analyzed Alphamab Oncology in terms of its conservativeness on business operation and decision making in early stages, the concerns on...

Xinyao (Criss) Wang

Shanghai Junshi Bioscience (1877.HK) - Will Junshi Progress or Go Backwards Instead?

The article mainly analyzed Junshi in terms of the pipeline, commercialization strategy, the talents, the outlook, the related concerns, as well as...

Xinyao (Criss) Wang

China Healthcare Weekly (Dec.3)-2021 Insurance Negotiation Results,new COVID Virus,a Rational Return

This article analyzed the 2021 national medical insurance negotiation results, the change in logic of valuation due to the new COVID virus, and a...

Xinyao (Criss) Wang

CrystalGenomics (083790 KS): Partner’s Clinical Data Presentation Is Not a Buying Opportunity

Partner's clinical trial data presentation at an upcoming conference does not represent upside potential for CrystalGenomics shares.

Tina Banerjee

Pre-IPO BeiGene Ltd - The Future Performance Means a Lot

The article analyzed the commercialization performance vs the investment,the concerns on internationalization based on license-out mode and the...

Xinyao (Criss) Wang

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