Antengene (6996.HK) 22H1-Defective Business Model and Uncompetitive Pipeline; Bearish on the Outlook
There’s an “insurmountable obstacle” to license-in business model.Antengene has to go all the way to the end. Otherwise, it won't end up well. The...
292 Views
China Healthcare Weekly (Sep.25) - CXO Trading Strategy, Plunge in Medical Beauty, Belief in Biotech
If investor still want to trade CXO,here are two suggestions; The plunge in medical beauty sector last week was due to industry-wide...
310 Views
China Healthcare Weekly(Sep9)-Innovative Device Policy,Commercial Success Definition,Don't Be Fooled
We recommend cautiously optimistic about new innovative device policy. It's important to clarify what constitutes "commercialization success". All...
345 Views
PCAOB and CSRC‘s Agreement on Audit Terms Could Fail - The Real Test of China ADRs Lies Ahead
China ADRs are only a part of Sino-US game, which shouldn't be looked at alone. It’s hard to reach final agreement. The trend of relisting on HKEX...
206 Views
China ADRs Delisting - Tide Is Turning - Non-HK Listed ADRs Are Already Outperforming
On 26th Aug 2022, PCAOB and CSRC announced that they had entered into an agreement granting US authorities access to investigate public accounting...
455 Views