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 (Jun.24)-7th National VBP, Online Pharmacy New Policy, OK Lens Rules Relaxed

China Healthcare Weekly (Jun.3) - Blood Products VBP, Burn/Market Cap Ratio, Longer Recovery Cycle

China Reopen - Opportunities and Challenges in China Healthcare

China Healthcare Weekly (Jun.10) - Medical Service Price Reform, Medical Device CXO, Lockdown Lifted

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)

<ul>
<li>Recently, a new document about online diagnosis and treatment was released, which would bring changes to the business model and profit model of digital healthcare platforms.</li>
<li>The COVID-19 has pushed mRNA vaccines to great heights. However, the next mRNA-based product may not be approved that quick as COVID-19 vaccine. The trough in mRNA may be imminent.</li>
<li>About 20 pharmaceutical companies have drugs included in VBP scope but cannot ensure timely supply due to COVID-19/raw material cost increases/supply chain issues. Investors need to be aware of that.</li>
</ul>


Recently, a new document about online diagnosis and treatment was released, which would bring changes to the business model and profit model of digital healthcare platforms.
The COVID-19 has pushed mRNA vaccines to great heights. However, the next mRNA-based product may not be approved that quick as COVID-19 vaccine. The trough in mRNA may be imminent.
About 20 pharmaceutical companies have drugs included in VBP scope but cannot ensure timely supply due to COVID-19/raw material cost increases/supply chain issues. Investors need to be aware of that.


China Healthcare Weekly (Jun.17)- Digital Healthcare New Policy,mRNA Dilemma, Drug Supply Disruption