HK/China Healthcare Analyst (ex-Fosun Pharma)

Xinyao (Criss) Wang

Equity Capital Markets

On February 24, 2021, <a href="https://www.smartkarma.com/entities/apollomics-inc" target="_blank" data-smartkarma-citation="entities:32186:1" rel="noopener">Apollomics Inc (1435488D US)</a> applied to be listed on the main board of the Hong Kong Stock Exchange. The Company is an innovative biotechnology company focusing on the discovery and development of oncology therapies. Apollomics intends to use the proceeds of this fundraising for R&amp;D activities, preparation for registration filings, commercial process development, manufacturing registrational trial material, expansion of business and other general corporate purposes. The following mainly provided insights on its major products in the pipeline.

On February 24, 2021, Apollomics Inc (1435488D US) applied to be listed on the main board of the Hong Kong Stock Exchange. The Company is an innovative biotechnology company focusing on the discovery and development of oncology therapies. Apollomics intends to use the proceeds of this fundraising for R&amp;D activities, preparation for registration filings, commercial process development, manufacturing registrational trial material, expansion of business and other general corporate purposes. The following mainly provided insights on its major products in the pipeline.

Pre-IPO Apollomics - Concerns on Competition and Commercialization Despite Some Promising Products

Founder

Kemp Dolliver, CFA

Cherrystone Hill Research

Equity Bottom-Up

Our prior Insight regarding production halts in Shijiazhuang City highlighted the differences between the impacted companies' disclosures. SSY Group (2005 HK) has particularly high exposure to the halt because their factories in Shijiazhuang City generate 90%+ of revenue.Management had hoped to receive approval to resume production by the end of November (which apparently hasn't occured). Shenzhen-listed Shijiazhuang Yiling Pharmaceutical Co., Ltd. (002603:CN) filed a disclosure on 1 December that not only provides additional general perspective, but suggests that some companies are preparing for the production ban to continue into January 2017.

Our prior Insight regarding production halts in Shijiazhuang City highlighted the differences between the impacted companies' disclosures. SSY Group (2005 HK) has particularly high exposure to the halt because their factories in Shijiazhuang City generate 90%+ of revenue.Management had hoped to receive approval to resume production by the end of November (which apparently hasn't occured). Shenzhen-listed Shijiazhuang Yiling Pharmaceutical Co., Ltd. (002603:CN) filed a disclosure on 1 December that not only provides additional general perspective, but suggests that some companies are preparing for the production ban to continue into January 2017.

Bespoke Research on China and neighbouring regions, Bixmoor

Bixmoor

Bespoke Research on China and neighbouring regions

Bixmoor specialises in providing bespoke research to business, governments and the financial community on China and neighbouring regions. We seek to build long-term relationships with our clients, based on our expertise, our reliability and our determination to find the right solution.

Thematic (Sector/Industry)

By allowing couples to have up to two children China hopes to reverse its likely population decline. But falling fertility and the pressures of urban living mean that existing policies are unlikely to deliver a baby boom.

By allowing couples to have up to two children China hopes to reverse its likely population decline. But falling fertility and the pressures of urban living mean that existing policies are unlikely to deliver a baby boom.

Falling Fertility Adds to China's Population Woes

Faced with dramatically falling birth rates, Iran has introduced a wide range of pro-natalist policies. In contrast, China has been half-hearted in the policies it has introduced and continues to boast about its family planning services.

Faced with dramatically falling birth rates, Iran has introduced a wide range of pro-natalist policies. In contrast, China has been half-hearted in the policies it has introduced and continues to boast about its family planning services.

Iran Shows China the Way on Population Expansion

Air quality in China appears to have improved slightly in recent months. However, it is still well above World Health Organisation recommended levels and could lead to an estimated 4-5 million premature deaths by 2030

Air quality in China appears to have improved slightly in recent months. However, it is still well above World Health Organisation recommended levels and could lead to an estimated 4-5 million premature deaths by 2030

China

Shijiangzhuang Yiling Pharmaceutical Co Ltd develops, produces and sells Chinese patent medicine. The Company's major products include Tongxinluo capsules, Shensongyangxin capsules, Lotus Qingwen capsules, Qili Qiangxin capsules and Bazi Bushen capsules.

Shijiazhuang Yiling Pharmaceutical (002603 CH)

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Shijiazhuang Yiling Pharmaceutical (002603 CH)

Pre-IPO Apollomics - Concerns on Competition and Commercialization Despite Some Promising Products

This article provided insights on its major products in the pipeline in terms of competitive landscape, strength and challenges, as well as...

Xinyao (Criss) Wang

"Temporary" Looking Longer Here

Our prior Insight regarding production halts in Shijiazhuang City highlighted the differences between the impacted companies' disclosures. SSY...

Kemp Dolliver, CFA

Falling Fertility Adds to China's Population Woes

By allowing couples to have up to two children China hopes to reverse its likely population decline. But falling fertility and the pressures of...

Bixmoor

Iran Shows China the Way on Population Expansion

Faced with dramatically falling birth rates, Iran has introduced a wide range of pro-natalist policies. In contrast, China has been half-hearted in...

Bixmoor

Small Improvement in China Air Quality

Air quality in China appears to have improved slightly in recent months. However, it is still well above World Health Organisation recommended...

Bixmoor

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Market Cap (USDm)

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