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.

China Healthcare Weekly (Apr14)- Shanghai Shyndec Pharma,Innovative Drug Policy,Ultra Long-Term Bond

Wuxi Biologics (2269.HK) - The Crisis Is Not Over

WuXi XDC Cayman (2268.HK) - Don't Rush to Bottom Fish This Stock

Sciclone Pharmaceuticals (6600.HK) - The Privatization Offers a Good Exit Opportunity

Escalation of Israel-Hamas War - Here's How Investors Should Position Themselves in Dramatic Changes

WuXi AppTec (2359.HK/603259.CH) 2023 Results - Time to Prepare for the Worst

Equity Bottom-Up

Sino Biopharmaceutical / Equity Bottom-Up

<ul>
<li>The biggest changes in 2023 medical insurance catalog are the lifting of payment restrictions on TCM injections, which would drive rapid sales growth in the hospital market this year.</li>
<li>GLP-1s are not flawless, and patients will lose not only fat but also muscle during weight-loss process. Then, another noteworthy opportunity has emerged - reduce fat and increase muscle.</li>
<li>In 2024, Sino Biopharm is expected to achieve single-digit revenue growth. Deficiencies in corporate governance are one reason why the market is reluctant to offer Sino Biopharm high valuation.</li>
</ul>


The biggest changes in 2023 medical insurance catalog are the lifting of payment restrictions on TCM injections, which would drive rapid sales growth in the hospital market this year.
GLP-1s are not flawless, and patients will lose not only fat but also muscle during weight-loss process. Then, another noteworthy opportunity has emerged - reduce fat and increase muscle.
In 2024, Sino Biopharm is expected to achieve single-digit revenue growth. Deficiencies in corporate governance are one reason why the market is reluctant to offer Sino Biopharm high valuation.


Jiangsu Kanion Pharmaceutical Co, Ltd. (600557 CH)

Livzon Pharmaceutical Group In (000513 CH)

HeiLongJiang ZBD Pharmaceutica (603567 CH)

China Healthcare Weekly (Apr.6) - Boom of TCM Injections Is Coming, Defects in GLP-1s, Sino Biopharm