Asymchem Laboratories (6821.HK) Vs Pharmaron Beijing (3759.HK) - Deep Dive the Logic and the Outlook
The different business nature of CRO and CDMO leads to different investment logic/outlook for Pharmaron and Asymchem. So, the current performance...
269 Views
Porton Pharma Solutions (300363.CH) 23H1 - Performance Pressure Would Remain in 2023
Porton's weak performance will continue in 23H2. As a latecomer, its ADC CDMO business is still at early stage. When the entire sector is at bottom...
291 Views
WuXi XDC Cayman Pre-IPO Tearsheet
WuXi XDC Cayman Inc (1877628D HK) is looking to raise >US$100m in its upcoming Hong Kong IPO. The bookrunners on the deal are Morgan Stanley,...
484 Views
Pre-IPO WuXi XDC - The Beautiful Story and the Truth Behind
How far WuXi XDC can go in the future depends on the real market space of ADC and the company's performance. But as a capital operation, good story...
399 Views
China CXO Has Reached a Crossroads - Time to Reconsider
Investors seem to have lost faith in China healthcare due to a plunge in CXO shares. This view is biased. It's time to clarify key logical points...
483 Views