bullish

Mixue Group

China Healthcare Weekly (Mar.9) - 11th VBP, PD-1/VEGF BsAb Outlook, MIXUE's Stunning IPO Debut

352 Views09 Mar 2025 01:35
​The 11th national VBP in 2025H1 will impact big pharma companies. AK112 would seize 40%-50% of the PD-1/VEGF BsAb market. MIXUE's IPO debut was strong, but with potential for share price corrections.
What is covered in the Full Insight:
  • Introduction
  • 11th National VBP Impact
  • PD-1/L1 x VEGF BsAb Market Analysis
  • MIXUE’s IPO Performance
  • Market Review and Risk Disclosure
SUMMARY
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Xinyao (Criss) Wang
HK/China Healthcare Analyst (ex-Fosun Pharma)
ChinaHealth CareEquity Bottom-UpThematic (Sector/Industry)
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