BeiGene: Cancer Treatment in China--The Underestimated Opportunity
We think that cancer is underdiagnosed and undertreated in China. We analyze the data and propose two approaches for investing in this theme.
325 Views
China Healthcare: Macro Themes
This Insight summarizes the takeaways from a recent China healthcare industry conference. There is much talk of pressures on the industry, but...
461 Views
Jacobio (加科思药业) IPO Trading: Not for the Impatient
The strong cornerstone list helps with the sentiment. However, as the deal is fairly valued, we think there will be little valuation upside based...
431 Views
ECM Weekly (13 December 2020) - Vesync, Sino-Ocean, Jacobio, Netjoy, Sea, Xpeng, NIO, and More!
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs.
363 Views
Jacobio (加科思药业) IPO: Faith on Founder
We provide a valuation for its SHP products and we think the deal is fairly valued at the low end even considering the founder's background. We...
406 Views