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.

Pre-IPO AIM Vaccine - AIM Is Overvalued, with Uncompetitive Pipeline and Challenging Outlook

China Healthcare Weekly (Mar.31) - 8th National VBP Result, Chinese Patent Medicine VBP, AIM Vaccine

GLP-1 Drugs – Are They Dessert or Time Bomb to Your Portfolio?

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

Equity Bottom-Up

<ul>
<li>Weight loss and Alzheimer's disease (AD) have been ranked among the top indications in the pharmaceutical history and are undeniable opportunities, but they are expected to generate different investment returns.</li>
<li>We have noticed that some companies have started developing GLP-1 gene therapy. We would be cautious about this.</li>
<li>Without strong fundamentals but is eager to go public on A-share market, <a href="https://www.smartkarma.com/entities/aim-vaccine-co-ltd" target="_blank" data-smartkarma-citation="entities:33778:1" rel="noopener">AIM Vaccine (6660 HK) </a>seems more enthusiastic about capital operations to make quick money.We consider this company risky.</li>
</ul>


Weight loss and Alzheimer's disease (AD) have been ranked among the top indications in the pharmaceutical history and are undeniable opportunities, but they are expected to generate different investment returns.
We have noticed that some companies have started developing GLP-1 gene therapy. We would be cautious about this.
Without strong fundamentals but is eager to go public on A-share market, AIM Vaccine (6660 HK) seems more enthusiastic about capital operations to make quick money.We consider this company risky.


China Healthcare Weekly (Oct.20)-Investment Returns on Weight Loss/AD,GLP-1 Gene Therapy,AIM Vaccine