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.

Guangzhou Kingmed Diagnostics (603882.CH) - There Is Still Investment Value that Cannot Be Ignored

China Healthcare Weekly (Jun.16)- 9th National VBP Update, “Noise” of Consumption Upgrading, ChatGPT

BeiGene (6160.HK/​BGNE.US) - AbbVie‘s Patent Infringement Allegations Are Not as Simple as Imagined

Pre-IPO Kelun Biotech - Debut Is the Peak, and Then It Wanes?

Wuxi Biologics (2269.HK) - Some New Business Updates and the Outlook

Pre-IPO Kelun Biotech (PHIP Updates) - Some Points Worth the Attention

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

Equity Bottom-Up

Clover Biopharmaceuticals / Equity Bottom-Up

<ul>
<li>The General Office of National Health Commission issued a notice on further strengthening the management of clinical medication for children. Pediatric TCM is more popular, with decent growth potential.</li>
<li>Long-Term money choosing to leave A-share isn't due to geopolitical risks. If outlook isn't good, the logic of capital's allocation in A-share isn't based on promising growth, but on liquidity instead.</li>
<li>We analyzed key points of <a href="https://www.smartkarma.com/entities/clover-biopharmaceuticals-ltd" target="_blank" data-smartkarma-citation="entities:33029:1" rel="noopener">Clover Biopharmaceuticals (2197 HK)</a>. The Company has entered a vicious cycle. If Clover is abandoned by the market, it will lead to lack of liquidity.</li>
</ul>


The General Office of National Health Commission issued a notice on further strengthening the management of clinical medication for children. Pediatric TCM is more popular, with decent growth potential.
Long-Term money choosing to leave A-share isn't due to geopolitical risks. If outlook isn't good, the logic of capital's allocation in A-share isn't based on promising growth, but on liquidity instead.
We analyzed key points of Clover Biopharmaceuticals (2197 HK). The Company has entered a vicious cycle. If Clover is abandoned by the market, it will lead to lack of liquidity.


Hualan Biological Engineering (002007 CH)

Jiangsu Kanion Pharmaceutical Co, Ltd. (600557 CH)

China Healthcare Weekly (Jun.9) - Pediatric TCM New Policy, Long-Term Money Dislikes A-Share, Clover