In today’s briefing:
- Sinopharm Group (1099 HK): Industry Tailwind and China Reopening To Drive Growth
- Cigna Corporation: Initiation of Coverage – Business Strategy & Key Drivers
- Exact Sciences Corporation: Initiation of Coverage – Business Strategy & Key Drivers
- Exact Sciences Corporation: Detailed Credit Analysis & Financial Strength Evaluation Report
Sinopharm Group (1099 HK): Industry Tailwind and China Reopening To Drive Growth
- Sinopharm Group Co Ltd H (1099 HK) remains a beneficiary of both VBP and China reopening. Consensus expects double-digit revenue and earnings growth for the company in 2023 and 2024.
- SinoPharm’s acquisition of VBP varieties constantly stood in the leading position in the industry. Through June 2022, China carried out seven batches of VBP, with 294 categories being included.
- With China gradually re-opening, SinoPharm should record accelerated growth in its pharma distribution business. With subsiding COVID-19 cases in Q3, SinoPharm reported 10% YoY and 8% QoQ revenue growth.
Cigna Corporation: Initiation of Coverage – Business Strategy & Key Drivers
- This is our first report on Cigna Corporation, a leading player in health services and insurance.
- Evernorth delivered strong top-and bottom-line results because of their innovation and affordability across pharmacy benefit services, specialty pharmacies, and Evernorth Care Solutions.
- This collaboration with Centene builds on Express Scripts’ reputation as a reliable partner and will eventually offer expansion options to offer more Evernorth Health services.
Exact Sciences Corporation: Initiation of Coverage – Business Strategy & Key Drivers
- This is our first report on Exact Sciences, a leading cancer diagnostics company.
- It has created a robust engine that will enable them to realize their goal of assisting in the eradication of cancer.
- Besides, Exact Sciences can support new cancer tests with a small incremental investment due to their well-known test, smart patient navigation, electronic ordering and resultant platform, extensive lab capabilities, and strong payer partnerships.
Exact Sciences Corporation: Detailed Credit Analysis & Financial Strength Evaluation Report
- Exact Sciences is one of the leading cancer diagnostics companies across the globe.
- The company has a resilient business model and a unique platform that it has created to engage patients and medical professionals.
- Exact Sciences can support new cancer tests with a small incremental investment due to their well-known test, smart patient navigation, electronic ordering and resultant platform, extensive lab capabilities, and strong payer partnerships.
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