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 CANbridge Pharmaceuticals - Insights on Products, Pipeline and the Concerns

New Industries Biomedical Engineering (300832.CH) - The Centralized Procurement Changes the Logic

Pre-IPO Acotec Scientific Holdings - First-Mover Advantage Together with Challenges

Pre-IPO Shanghai HeartCare Medical Technology - Promising Market but Fierce Competition

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

Thematic (Sector/Industry)

China Healthcare equipment and services / Thematic (Sector/Industry)

Industry viewpoints:<ul>
<li>The National Health Care Security Administration pointed out that the volume-based purchase (VBP) of Chinese patent medicine will be carried out.</li>
<li>The market is quite concerned about the centralized procurement of medical equipment.</li>
<li>Regarding the centralized procurement of medical devices, how can investors clearly distinguish the information and be more rational about the companies involved? We summarized some conditions that can be used for reference.</li>
</ul>Company news:News about the updated progress on cooperation agreement and new drugs of <a href="https://www.smartkarma.com/entities/remegen-co-ltd" target="_blank" data-smartkarma-citation="entities:29191:1" rel="noopener">Remegen Co Ltd (9995 HK)</a>, <a href="https://www.smartkarma.com/entities/innovent-biologics-inc" target="_blank" data-smartkarma-citation="entities:27452:1" rel="noopener">Innovent Biologics Inc (1801 HK)</a>, <a href="https://www.smartkarma.com/entities/shanghai-junshi-bioscience-h" target="_blank" data-smartkarma-citation="entities:27760:1" rel="noopener">Shanghai Junshi Bioscience Co. Ltd. (1877 HK)</a> and <a href="https://www.smartkarma.com/entities/hutchmed-china-ltd" target="_blank" data-smartkarma-citation="entities:133:1" rel="noopener">Hutchmed China Ltd (13 HK).</a>Market review:Last week, stock price for healthcare sector in A share decreased 1.47%, while CSI 300 increased 0.5% over the same period of time. Risk disclosure:Policy risk, R&amp;D risk, Company risk and COVID-19 risk.

Industry viewpoints:
The National Health Care Security Administration pointed out that the volume-based purchase (VBP) of Chinese patent medicine will be carried out.
The market is quite concerned about the centralized procurement of medical equipment.
Regarding the centralized procurement of medical devices, how can investors clearly distinguish the information and be more rational about the companies involved? We summarized some conditions that can be used for reference.
Company news:News about the updated progress on cooperation agreement and new drugs of Remegen Co Ltd (9995 HK), Innovent Biologics Inc (1801 HK), Shanghai Junshi Bioscience Co. Ltd. (1877 HK) and Hutchmed China Ltd (13 HK).Market review:Last week, stock price for healthcare sector in A share decreased 1.47%, while CSI 300 increased 0.5% over the same period of time. Risk disclosure:Policy risk, R&amp;D risk, Company risk and COVID-19 risk.

Shenzhen Mindray Bio-Medical Electronics (300760 CH)

China Healthcare Weekly (Aug.13)