China Healthcare Weekly (Aug.12)-AI Drug Discovery, License-In Mode Valuation, Pet Medical Equipment
AI drug discovery is far from meeting the current investment level and expectations. The success of license-in mode must be based on appropriate...
332 Views
Legend Biotech Follow-On - A Little Opportunistic. Last Deal Did Well, After a Large Correction
Legend Biotech Corp (LEGN US), a non-wholly owned subsidiary of Hong Kong-listed Genscript Biotech (1548 HK), is planning to raise up to US$250m in...
312 Views
Smartkarma Originals
APAC Healthcare – Good Bet on Re-Opening; Continued Strong Recovery in Top Picks
Amid the declining new COVID infections and economy re-opening, top picks in APAC healthcare sector are poised to benefit. Their recent quarterly...
383 Views
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