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.

Remegen Co Ltd (9995.HK) - There's Expectation Difference in Valuation; Trading Opportunity Occurs

Consun Pharmaceutical (1681.HK) - Still Has Investment Value Even Without High-Priced Acquisition

Antony Blinken, Balloon, China, Adani, Russia, Taiwan, Fed, US Dollar - We Didn’t Start the Fire

Pre-IPO New Ruipeng Pet Group (RPET.US)- The Industry, the Business and the Concerns

China Shineway Pharmaceutical (2877.HK) - Some Points Worth the Attention

Pre-IPO CanSino Biologics - 2022 Annual Results May Be Ugly as MCV4 Commercialization Hit a Snag

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

Equity Bottom-Up

<ul>
<li>Mismatch between blood products supply and demand is intensifying, but there’s little way to increase production capacity in short time, which offers a good time to invest blood products companies. </li>
<li>Investors should not be too greedy in front of every rally and rebound, but the proportion of medical expenditure and pension expenditure in China's GDP would still increase.</li>
<li>
<a href="https://www.smartkarma.com/entities/cansino-biologics-inc-cc0c90b7-e854-4ba3-929b-914be1bd0d89" target="_blank" data-smartkarma-citation="entities:32181:1" rel="noopener">CanSino Biologics Inc (688185 CH)</a> intends to IPO in Swiss. We think share price of CanSino would bounce back. It’s time to keep an eye on CanSino again. </li>
</ul>


Mismatch between blood products supply and demand is intensifying, but there’s little way to increase production capacity in short time, which offers a good time to invest blood products companies. 
Investors should not be too greedy in front of every rally and rebound, but the proportion of medical expenditure and pension expenditure in China's GDP would still increase.

CanSino Biologics Inc (688185 CH) intends to IPO in Swiss. We think share price of CanSino would bounce back. It’s time to keep an eye on CanSino again. 


Beijing Tiantan Biological Products (600161 CH)

Chongqing Zhifei Biological Products (300122 CH)

China Healthcare Weekly (Feb.3)- CanSino, Blood Products Shortage, Don't Be Greedy in Front of Rally