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.

Shanghai Junshi Bioscience (1877.HK) - Will Junshi Progress or Go Backwards Instead?

Keymed Biosciences (2162.HK) - The Pipeline, the Concerns on Valuation Growth & The Trading Strategy

China Healthcare Weekly (Dec.17)-The Most Important Policy in Next Three Years,Pacemaker VBP Results

Moderna Inc (MRNA US) - Insights About the Performance in Front of Omicron

2022 High Conviction (China Healthcare) - Seek the Relative Certainties Out of the Uncertainties

CanSino Biologics (688185.CH/6185.HK) 2021/1H - Concerns on Key Products and the Outlook

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

Equity Bottom-Up

<ul>
<li>We analyzed the COVID-19 product BRII-196/BRII-198 in terms of its strength compared with peers, the outlook, and the valuation upside potential of <a href="https://www.smartkarma.com/entities/brii-biosciences" target="_blank" data-smartkarma-citation="entities:33014:1" rel="noopener">Brii Biosciences (2137 HK)</a> accordingly.</li>
<li>We also analyzed the concerns after the pandemic is under control, and provided our advices for investors about the valuation at that time.</li>
<li>Brii is a company with the potential of “zero to one”, but its valuation would increase exponentially only if its candidates are superior to similar products of leading global giants.</li>
</ul>


We analyzed the COVID-19 product BRII-196/BRII-198 in terms of its strength compared with peers, the outlook, and the valuation upside potential of Brii Biosciences (2137 HK) accordingly.
We also analyzed the concerns after the pandemic is under control, and provided our advices for investors about the valuation at that time.
Brii is a company with the potential of “zero to one”, but its valuation would increase exponentially only if its candidates are superior to similar products of leading global giants.


Brii Biosciences (2137.HK) - With the Potential of “Zero to One”