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.

The Impact of DRGs Policy on China Medical System

China Healthcare Weekly (May.27) - New TAVR Policy, Exiting Issue of COVID Testing, RemeGen/Keymed

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

Pre-IPO ADICON Holdings Limited - Uncertain Growth and Outlook in Post-COVID Era

Shanghai Haohai Biological Technology (688366CH)- Diversified Business Layout Doesn't Secure Outlook

Peijia Medical (9996.HK) Vs Venus MedTech (2500.HK) Vs CardioFlow (2160.HK)-Pain Points and Solution

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>The NMPA has issued a draft regulation about rare diseases, which would have a profound impact. Investors are advised to follow this field as policy becomes more friendly.</li>
<li>After continuous corrections, many investors are wondering if the healthcare sector has reached bottom. We analyzed our thoughts and judgement.</li>
<li>Let's have a look at the lockdown in China from a different angle. The zero-COVID policy could make economic sense. The “travails” are significant for the coming economic crisis.</li>
</ul>


The NMPA has issued a draft regulation about rare diseases, which would have a profound impact. Investors are advised to follow this field as policy becomes more friendly.
After continuous corrections, many investors are wondering if the healthcare sector has reached bottom. We analyzed our thoughts and judgement.
Let's have a look at the lockdown in China from a different angle. The zero-COVID policy could make economic sense. The “travails” are significant for the coming economic crisis.


China Healthcare Weekly (May20)-Lockdown Impact on Macro Economy, Bottom Signal? Rare Disease Policy