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.

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

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

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

Healthcare Equity Analyst - Emerging & Dev Markets, daaimon

Avien Pillay

Healthcare Equity Analyst - Emerging & Dev Markets

Independent Insight Provider

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