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 (Sep.22) - Medical Device VBP, Restore Optimism on Healthcare, Biokin Pharma

China Healthcare Weekly (Sep.29) - Be Rational About Biotech Investment, R&D Team Layoffs, Huadong

China Population Policies Impact on Healthcare Companies Series – Part 2

CanSino Biologics (6185.HK/​688185.CH) - The Story Has Changed

Pre-IPO Neusoft Xikang (PHIP Updates) - Business Expansion and Profitability Remain in Doubt

China Healthcare Weekly (Aug.25) - Anti Corruption Affects IPO, TIGIT Revives Again? Neusoft Xikang

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

Equity Bottom-Up

Shenzhen Kangtai Biological Pr / Equity Bottom-Up

Shenzhen Kangtai Biological Pr (300601 CH)

<ul>
<li>The National Health Commission and The People's Daily made "mild" statements about anti-corruption in China healthcare, bringing investors “new hope”. However, there could be a “misconception” regarding the anti-corruption movement. </li>
<li>There was news that some type 2 vaccines could be converted to type 1 vaccines. Even though some vaccines will be affected by this policy, others will not.</li>
<li>Kangtai’s had strong 23H1 net profit, but it has little investment value due to lack of core R&amp;D strength.Kangtai's vaccines face the risk of being included in national immunization program.</li>
</ul>


The National Health Commission and The People's Daily made "mild" statements about anti-corruption in China healthcare, bringing investors “new hope”. However, there could be a “misconception” regarding the anti-corruption movement. 
There was news that some type 2 vaccines could be converted to type 1 vaccines. Even though some vaccines will be affected by this policy, others will not.
Kangtai’s had strong 23H1 net profit, but it has little investment value due to lack of core R&amp;D strength.Kangtai's vaccines face the risk of being included in national immunization program.


China Healthcare Weekly (Sep.15) - Anti-Corruption Turnaround? Vaccine Policy Changes, Kangtai Bio