HK/China Healthcare Analyst (ex-Fosun Pharma)

Xinyao (Criss) Wang

Over 15 years' experience in both finance and healthcare, covering clinic operations, investment and equity research in both China and overseas.

Acotec Scientific Holdings (6669.HK) - Logic Behind Boston Scientific’s Partial Offer and the Impact

Acotec Scientific (6669.HK) - What Value Boston Scientific Will Bring Is Crucial to Future Valuation

China Healthcare Weekly (May.19) - "Hedge Logic" Of CXO, Beijing's DRG+VBP Policy, Zylox-Tonbridge

Sichuan Kelun Pharmaceutical (002422.CH) - The Deal with Merck Brightens the Outlook; A Dark Horse?

Pre-IPO OrbusNeich Medical Group - The Industry, the Business and the Concerns

Pre-IPO Medbanks Network Technology - PHIP Updates: The Business Model Has yet to Be Verified

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Equity Bottom-Up

Acotec Scientific Holdings / Equity Bottom-Up

<ul>
<li>The peripheral vascular interventional device market in China is mainly dominated by foreign companies, but leading domestic company such as Acotec is the one to break the current market pattern.</li>
<li>With more products getting CE/FDA approval in the future, <a href="https://www.smartkarma.com/entities/acotec-scientific-holdings-limited" target="_blank" data-smartkarma-citation="entities:32176:1" rel="noopener">Acotec Scientific Holdings (6669 HK)</a> is able to enter more overseas markets. Acotec’s globalization process will diversify the revenue stream. </li>
<li>Acotec has turned loss into profit by relying on product revenue. The Company has entered a new stage of innovation and harvest. We think Acotec has solid long term logic. </li>
</ul>


The peripheral vascular interventional device market in China is mainly dominated by foreign companies, but leading domestic company such as Acotec is the one to break the current market pattern.
With more products getting CE/FDA approval in the future, Acotec Scientific Holdings (6669 HK) is able to enter more overseas markets. Acotec’s globalization process will diversify the revenue stream. 
Acotec has turned loss into profit by relying on product revenue. The Company has entered a new stage of innovation and harvest. We think Acotec has solid long term logic. 


Shanghai MicroPort Endovascula (688016 CH)

Zylox-Tonbridge Medical Technology (2190 HK)

Acotec Scientific Holdings (6669.HK) - A Game Changer with Solid Long-Term Logic