China Biotech – The Commercialization Performance and The Outlook
In the context of the fading dividend of medical system reform and the lack of next big variety, the previous wave of innovative drug boom is hard...
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China TMT Update(Apr.12/Pt2)-LKNCY/BGNE/9969HK/ZLAB - Abbview & J&J Voluntarily Withdrew
Luckin Coffee launch new flavor Mint Coconut latte(+); Abbview & J&J voluntarily withdrew two major indication of IMBRUVICA(+); ZLAB: GSK's court...
291 Views
Hong Kong Connect Flows (Feb 24th): China Mobile, Tencent, Byd, CCB
We analyzed southbound Hong Kong connect flows in the past week and highlight flows for China Mobile, Tencent, Byd, China Construction Bank.
354 Views
China Healthcare Weekly (Feb.17) - CXO Vs Pharma, Medical Insurance Account Reform, Time to Reflect
The medical insurance account reform will have a big impact on China healthcare. In 2023, we think CXO is not suitable for long-term hold but only...
357 Views
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...
297 Views