China Healthcare Weekly (Oct.8)-Summary of Concerns on Pharma Companies, VBP on TCM, Q4 PD-1 Bidding
The article analyzed thoughts and concerns on domestic pharmaceutical companies, VBP on Chinese patent medicine and foreign companies' preparation...
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HK Short Interest: Short Spiked for BeiGene
We highlight in the latest SFC short aggregate report that the top five stocks by WoW increases in short value are Kuaishou, JD Health, BeiGene,...
186 Views
China Healthcare Weekly (Sep17) - A New Round of Rebalancing, Artificial Joints VBP, Genetic Testing
The article mainly analyzed the logic of volume-based purchase (VBP) and healthcare sector rebalancing, the results of centralized procurement of...
250 Views
InnoCare Pharma Ltd (9969.HK) - Risk of Becoming Mediocre
This article analyzed InnoCare in terms of its core product orelabrutinib, key product candidates in the pipeline, the competitive landscape, the...
232 Views
Asia Ex-Japan Positioning: India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
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