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.

MicroPort MedBot (2252.HK)- Lack an “anchor” for Valuation Due to Uncertainties in Commercialization

Topsports International (6110.HK) - Has the Potential to Turn Things Around Despite the Headwinds

Topsports International: CCP's ZERO COVID Policy Has a Bigger Whopper Impact than Cheap Valuations

Shanghai Junshi Bioscience Placement- Junshi Is Having a Hard Time, with Lower than Expected Returns

China Healthcare Weekly (July.1)- TCM New Policy, Private Hospitals Survival Pressure, Sino Biopharm

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

Thematic (Sector/Industry)

Hong kong Healthcare equipment and services / Thematic (Sector/Industry)

Hualan Biological Engineering (002007 CH)

<ul>
<li>There could be investment opportunities for influenza vaccines due to supply-demand mismatch this year, but there is no long-term logic in this industry.</li>
<li>The NRDL adjustment in 2022 has been officially launched. We need to point out a change in favor of the primary drugs (or original drugs).</li>
<li>CXO's prosperity may have problems in the next few years. The point is that it is difficult to predict how long this “low momentum” would last if it comes.</li>
</ul>


There could be investment opportunities for influenza vaccines due to supply-demand mismatch this year, but there is no long-term logic in this industry.
The NRDL adjustment in 2022 has been officially launched. We need to point out a change in favor of the primary drugs (or original drugs).
CXO's prosperity may have problems in the next few years. The point is that it is difficult to predict how long this “low momentum” would last if it comes.


Changchun BCHT Biotechnology C (688276 CH)

China Healthcare Weekly (July.8)- CXO Outlook, 2022 NRDL Adjustment, Logic of Influenza Vaccine