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.

Pre-IPO Shanghai Cell Therapy Group - Commercialization Prospects and Profitability Are Pessimistic

Pre-IPO Jiangxi Rimag Group (PHIP Updates) - Some Points Worth the Attention

Pre-IPO LinkChem Technology - The Business and the Concerns Behind

Gracell Biotechnologies Inc (GRCL.US) - The Overall Outlook for CAR T Therapy Is Highly Uncertain

New Horizon Health (6606.HK) - What Makes a Really Good Story? Definitely Not Just Breakeven

Genscript Biotech (1548.HK) - Inadequate Cognition Will Lead to Bad Investment Decisions

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

Equity Bottom-Up

<ul>
<li>The biggest expectation on CARsgen is to break through solid tumor technology (from zero to one).However, it depends on the choices of doctors/patients to see how much clinical benefits would be.</li>
<li>The investment value of CARsgen has been transferred from R&amp;D progress of pipeline to its future commercialization outlook/market potential, which however, are the major concerns that investors have for CARsgen.</li>
<li>Due to "practical obstacles" in the application of CAR-T therapy, CARsgen’s commercialization prospects are still vague. Share price could remain weak, but its valuation should be higher than JW Therapeutics. </li>
</ul>


The biggest expectation on CARsgen is to break through solid tumor technology (from zero to one).However, it depends on the choices of doctors/patients to see how much clinical benefits would be.
The investment value of CARsgen has been transferred from R&amp;D progress of pipeline to its future commercialization outlook/market potential, which however, are the major concerns that investors have for CARsgen.
Due to "practical obstacles" in the application of CAR-T therapy, CARsgen’s commercialization prospects are still vague. Share price could remain weak, but its valuation should be higher than JW Therapeutics. 


CARSgen Therapeutics (2171.HK) - Pain Points Have Not Been Effectively Resolved