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Shanghai Junshi Biosciences (1877 HK)
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212
Analysis
Health Care
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China
Shanghai Junshi Biosciences Co., Ltd. operates as a biopharmaceutical company. The Company develops and sells small molecule drugs, antibody drug conjugates, and other products. Shanghai Junshi Biosciences markets its products worldwide.
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bullish
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Thematic (Sector/Industry)
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06 Mar 2022 09:09
China Healthcare Weekly (Mar.4)-Innovative Drug Cyclical Nature, Pet Vaccine Mkt, Legend Bio, Junshi
Junshi’s PD-1 result in April is more representative to judge FDA's attitude and globalization logic. We probably are at the tail end of mab drug...
Xinyao (Criss) Wang
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253 Views
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bearish
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Suzhou Zelgen Biopharmaceutica
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03 Mar 2022 08:43
Suzhou Zelgen Biopharmaceuticals (688266.CH) - Uncertainty Leads to Inaccurate Prediction on Outlook
Zelgen’s key products would face fierce competition, VBP and small market size, leading to inaccurate prediction on outlook. So we choose to be...
Xinyao (Criss) Wang
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176 Views
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bullish
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Thematic (Sector/Industry)
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20 Feb 2022 09:19
China Healthcare Weekly (Feb.18)-VBP Expansion, China Drug Pricing System,FDA Approval,Junshi/Legend
We analyzed the VBP scope expansion and logic of drug pricing system in medical insurance negotiation.FDA's attitude on Legend Bio&Junshi's...
Xinyao (Criss) Wang
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220 Views
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bullish
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Thematic (Sector/Industry)
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17 Feb 2022 08:29
Presentation for Webinar: China Healthcare - Outlook and Opportunities in 2022
We review the important events since 2021H1 and keep bullish on China healthcare outlook.We also analyzed investment logic and opportunities in...
Xinyao (Criss) Wang
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278 Views
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bearish
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Thematic (Sector/Industry)
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13 Feb 2022 09:12
China Healthcare Weekly (Feb.11)- “14th Five-Year Plan” For Medical Beauty, Wuxi Biologics, Innovent
We analyzed the “14th Five-year Plan” for medical beauty, the impact of WuXi Bio after being included in "unverified list" and the prospects of...
Xinyao (Criss) Wang
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265 Views
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