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.

Akeso Biopharma Inc (9926.HK) - Could Be the Very One to Challenge the “Top Four”

CanSino Biologics (688185.CH/6185.HK) - Time for Corner Overtaking?

Jiangsu Hengrui Medicine (600276.CH) - Insights on Recent Pullback and Future Business Prospects

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)

Industry viewpoints:<ul>
<li>Last week, the results of the 5th national volume-based purchase (VBP) were released.</li>
<li>A new announcement on the centralized procurement of artificial joints was released, and the selection rules were relatively mild.</li>
<li>Recently, China National Medical Products Administration (NMPA) released the "2020 Annual Drug Evaluation Report". 
</li>
</ul>Company news:News about the updated progress on drugs of <a href="https://www.smartkarma.com/entities/beigene-ltd" target="_blank" data-smartkarma-citation="entities:27352:1" rel="noopener">BeiGene Ltd (6160 HK)</a>, <a href="https://www.smartkarma.com/entities/cansino-biologics-inc" target="_blank" data-smartkarma-citation="entities:27739:1" rel="noopener">CanSino Biologics Inc (6185 HK)</a>, <a href="https://www.smartkarma.com/entities/jiangsu-hengrui-medicine-co-ltd" target="_blank" data-smartkarma-citation="entities:14128:1" rel="noopener">Jiangsu Hengrui Medicine (600276 CH)</a>, Fosun Kite 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 increased 3.19%, while CSI 300 increased 2.69% over the same period of time.Risk disclosure:Policy risk, R&amp;D risk, Company risk and COVID-19 risk.

Industry viewpoints:
Last week, the results of the 5th national volume-based purchase (VBP) were released.
A new announcement on the centralized procurement of artificial joints was released, and the selection rules were relatively mild.
Recently, China National Medical Products Administration (NMPA) released the "2020 Annual Drug Evaluation Report". 

Company news:News about the updated progress on drugs of BeiGene Ltd (6160 HK), CanSino Biologics Inc (6185 HK), Jiangsu Hengrui Medicine (600276 CH), Fosun Kite and Hutchmed China Ltd (13 HK). Market review:Last week, stock price for healthcare sector in A share increased 3.19%, while CSI 300 increased 2.69% over the same period of time.Risk disclosure:Policy risk, R&amp;D risk, Company risk and COVID-19 risk.

Shandong Weigao Group Medical Polymer Co (1066 HK)

Beijing Chunlizhengda Medical Instruments (1858 HK)

Beijing Chunlizhengda Medical Instruments

China Healthcare Weekly (Jun.25)