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.

China Healthcare Weekly (Nov.5) - Final Two Domestic Policy Risks, Outlook of China CXO Industry

China Healthcare Weekly (Nov.12)-Medical Insurance Negotiation,Spring Coil VBP,Valuation Upside Down

China Healthcare Weekly (Nov.19) - Q4 Healthcare Rebound, New Policy on API, Beijing Stock Exchange

China Healthcare Weekly (Sep17) - A New Round of Rebalancing, Artificial Joints VBP, Genetic Testing

China Healthcare Weekly (Oct15)-Growth Hormone VBP, Biotech's Business Model,Innovative Drug Outlook

China Healthcare Weekly (Oct.8)-Summary of Concerns on Pharma Companies, VBP on TCM, Q4 PD-1 Bidding

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, seven provinces jointly decided to carry out centralized procurement of pacemakers.</li>
<li>The General Office of the State Council issued a document about the reform of the salary system in public hospitals.</li>
<li>In fact, for many companies in China, there is still a lack of “M&amp;A culture”.</li>
</ul>Company news: News about the updated progress on new 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/innovent-biologics-inc" target="_blank" data-smartkarma-citation="entities:27452:1" rel="noopener">Innovent Biologics Inc (1801 HK)</a> and <a href="https://www.smartkarma.com/entities/innocare-pharma-ltd" target="_blank" data-smartkarma-citation="entities:28355:1" rel="noopener">InnoCare Pharma Ltd (9969 HK)</a>.Market review:Last week, stock price for healthcare sector in A share decreased 1.33%, while CSI 300 increased 0.56% over the same period of time.Risk disclosure:Policy risk, R&amp;D risk, Company risk and COVID-19 risk.

Industry viewpoints:
Last week, seven provinces jointly decided to carry out centralized procurement of pacemakers.
The General Office of the State Council issued a document about the reform of the salary system in public hospitals.
In fact, for many companies in China, there is still a lack of “M&amp;A culture”.
Company news: News about the updated progress on new drugs of BeiGene Ltd (6160 HK), Innovent Biologics Inc (1801 HK) and InnoCare Pharma Ltd (9969 HK).Market review:Last week, stock price for healthcare sector in A share decreased 1.33%, while CSI 300 increased 0.56% over the same period of time.Risk disclosure:Policy risk, R&amp;D risk, Company risk and COVID-19 risk.

China Healthcare Weekly (Oct.22) - VBP On Pacemakers, Salary System Reform, Lack of M&A Culture