In today’s briefing:
- Sino Biopharmaceutical (1177.HK) – Three “Golden Eggs” and the Risks Behind
Sino Biopharmaceutical (1177.HK) – Three “Golden Eggs” and the Risks Behind
- As the “the king of generics”, Sino Biopharmaceutical (1177 HK) is lucky to have three “golden eggs”(Entecavir, Anlotinib, CoronaVac) to contribute huge performance over the years.
- The promotion of VBP and fierce competition make Sino Biopharmaceutical’s products lose pricing power. Due to little revolutionary technology/slow product iteration/weak R&D, it’s unlikely to have another Anlotinib level asset.
- The Company’s development mode, the mindset of management, and other concerns could be more serious problems, causing investors to distrust the management level and preventing it from getting high valuation.
Before it’s here, it’s on Smartkarma
