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 (Apr.14)- Surgical Robot VBP, Only 5 Biotech to Stand Out, Jafron Biomedical

Pre-IPO New Ruipeng Pet Group (RPET.US) - The Potential Failure of Pet Healthcare and the Bleak IPO

Sinopharm Group Co (1099.HK) - Double-Digit Growth Is Expected in 2023; Margins Have Room to Improve

Sino Biopharmaceutical (1177.HK) - The Positives and the Negatives

ClouDr Group (9955.HK) -  “A Dark Horse” to Beat JD Health

Akeso Biopharma (9926.HK) - Behind the Outstanding Performance in 2022 and the Potential Challenges

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

Thematic (Sector/Industry)

United states Pharmaceuticals, biotechnology and life sciences / Thematic (Sector/Industry)

<ul>
<li>Investors should note that even when there’re technical bottlenecks and domestic enterprises' products are not yet mature, the government would still start centralized procurement, such as cardiac pacemaker.</li>
<li>The FDA has changed game rules and tighten the standards for accelerated approval. Together with the IRA, will the US really start limiting drug prices due to economic/financial pressure?</li>
<li>The relationship between fundamentals and stock prices is complicated. Beta would disappear without fundamentals, because fundamentals include not only objective facts, but also those generated by consensus brought by cognition.</li>
</ul>


Investors should note that even when there’re technical bottlenecks and domestic enterprises' products are not yet mature, the government would still start centralized procurement, such as cardiac pacemaker.
The FDA has changed game rules and tighten the standards for accelerated approval. Together with the IRA, will the US really start limiting drug prices due to economic/financial pressure?
The relationship between fundamentals and stock prices is complicated. Beta would disappear without fundamentals, because fundamentals include not only objective facts, but also those generated by consensus brought by cognition.


China Healthcare Weekly (Apr.7)- Pacemaker VBP, FDA Changes Game Rule, Industry Beta Vs Fundamentals