Re-Examine the Outlook and Investment Strategy for China Biotech and CXO
The investment logic of China biotech has broken due to dilemma of domestic policy and internationalization risk.CXO couldn't sustain high...
254 Views
China Healthcare Weekly (May.6)-FDA’s CRL on Junshi/HCM, Biotech Globalization, Significance of DRGs
The FDA announced its CRL on Hutchmed’s surufatinib and Junshi’s PD-1. It's time to reexamine the logic and prospects of biotech globalization. The...
277 Views
Hutchmed China Ltd (13.HK/HCM.US) - Big but Not Strong
Li Ka-shing's original intention for Hutchmed is not on innovative drugs. Hutchmed's current pipeline also does not have core competitiveness. So,...
292 Views
Last Week in Event SPACE: Olam, Bank of Kyoto, AGL Energy, Jardine Matheson, Toshiba
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
391 Views
GEM Weekly (11 Mar 2022): Chinese Macro Data; Samsung Electronics, Swiggy, Naver, Yum China
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
261 Views