Healthcare equity analyst - emerging & dev mkts, daaimon

Avien Pillay

A multi-skilled investment professional with 20+ years’ experience in the developed and emerging markets across all sectors, and a strong focus on healthcare. Most of my time has been spent as a buyside and independent equity analyst. My approach is a combination of bottom-up and top-down analysis, with a strong bias to qualitative analysis.

Healthcare equity analyst - emerging & dev mkts

What Do Multinational Pharma Companies Know that Equity Investors Don’t?

Innovent Biologics(1801 HK)– More than Just a GLP-1 Play

Daiichi Sankyo (4568 JP) – We like the Focus on Oncology but Look for a Better Entry Point

Novo Nordisk: Is the FDA Approval of Wegovy Worth an Extra $460 Bn?

daaimon

daaimon is an independent research company focusing on healthcare and consumer sectors across developed and emerging markets. We produce insightful research which challenges conventional thinking. In particular, we look for new ideas by testing consensus forecasts and markets expectations.

Thematic (Sector/Industry)

China Pharmaceuticals, biotechnology and life sciences / Thematic (Sector/Industry)

<ul>
<li>Despite the frosty relationship with the US, Chinese exports to the US are thriving.</li>
<li>Imports as a proxy of local activity were distorted by the Covid trade disruptions, however we expect the uptrend to remain intact.</li>
<li>The pandemic resulted in an elevation of drug testing. Post a slowdown from the heightened level, development activity remains healthy.    </li>
</ul>


Despite the frosty relationship with the US, Chinese exports to the US are thriving.
Imports as a proxy of local activity were distorted by the Covid trade disruptions, however we expect the uptrend to remain intact.
The pandemic resulted in an elevation of drug testing. Post a slowdown from the heightened level, development activity remains healthy.    


Chinese Pharma Longer-Term Outlook