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.

Anke Biotechnology (300009CH) Vs Changchun High & New Tech (000661CH)-Growth Hormone VBP and Outlook

China Healthcare Weekly (Feb.4)- "14th Five-Year Plan" Of Pharmaceuticals, the Right Way to Innovate

Shanghai MicroPort MedBot Group (2252.HK) - Optimistic About the Outlook

China Healthcare Weekly (Jan.14) - Impact on Dental Implant VBP, Prediction on 7th National VBP 2022

The Insecure Rebound in Healthcare Sector and the Future Direction of Stock Price (2022)

China Healthcare Weekly (Jan.7)-China's Drug Spending,Logic Behind China/US Biotech, Anesthetics VBP

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

Thematic (Sector/Industry)

Hong kong Pharmaceuticals, biotechnology and life sciences / Thematic (Sector/Industry)

<ul>
<li>Last week, Guangdong province issued a volume-based purchase (VBP) document, among which recombinant human growth hormone (rhGH) and blood products are included, causing widespread concern in the market.</li>
<li>The survival problem of listed biotech companies is becoming more urgent. In primary market, investment banks have started recommending CEOs of unlisted biotech companies to “reconsider” their IPO plans.</li>
<li>In terms of internationalization, companies with three characteristics are likely to become international pharmaceutical enterprises in 10 years.</li>
</ul>


Last week, Guangdong province issued a volume-based purchase (VBP) document, among which recombinant human growth hormone (rhGH) and blood products are included, causing widespread concern in the market.
The survival problem of listed biotech companies is becoming more urgent. In primary market, investment banks have started recommending CEOs of unlisted biotech companies to “reconsider” their IPO plans.
In terms of internationalization, companies with three characteristics are likely to become international pharmaceutical enterprises in 10 years.


Anhui Anke Biotechnology (Group) (300009 CH)

China Healthcare Weekly (Jan.21)-Growth Hormone VBP,Biotech Survival,Internationalization Conditions