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

CanSino Biologics (688185.CH/6185.HK) 2021/1H - Concerns on Key Products and the Outlook

Chongqing Zhifei Biological Products (300122.CH) - Could Zhifei Support Its Valuation?

JW Therapeutics (2126.HK) - Concerns on Commercialization

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>Drug development and commercialization are two different logics, such as CAR-T therapy.</li>
<li>The domestic vaccine industry has entered a new stage of development, and innovation is one way out.</li>
<li>Currently, there is a big gap between China autoimmune drug market and overseas market.</li>
</ul>Company news:News about the updated progress on new drugs of <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>, <a href="https://www.smartkarma.com/entities/i-mab" target="_blank" data-smartkarma-citation="entities:28384:1" rel="noopener">I-Mab (IMAB US) </a>and <a href="https://www.smartkarma.com/entities/lepu-biopharma-co-ltd" target="_blank" data-smartkarma-citation="entities:33231:1" rel="noopener">Lepu Biopharma (LBP HK)</a>.Market review: Last week, stock price for healthcare sector in A share decreased 1.52%, while CSI 300 decreased 1.03% over the same period of time.Risk disclosure:Policy risk, R&amp;D risk, Company risk and COVID-19 risk.

Industry viewpoints:
Drug development and commercialization are two different logics, such as CAR-T therapy.
The domestic vaccine industry has entered a new stage of development, and innovation is one way out.
Currently, there is a big gap between China autoimmune drug market and overseas market.
Company news:News about the updated progress on new drugs of Innovent Biologics Inc (1801 HK), I-Mab (IMAB US) and Lepu Biopharma (LBP HK).Market review: Last week, stock price for healthcare sector in A share decreased 1.52%, while CSI 300 decreased 1.03% over the same period of time.Risk disclosure:Policy risk, R&amp;D risk, Company risk and COVID-19 risk.

China Healthcare Weekly(Oct.29)-Logic of CAR-T,New Stage For Vaccine Industry,Autoimmune Drug Market