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.

Hygeia Healthcare Group (6078 HK) - Good Business Model with Large Market Potential

Wuxi Biologics (2269 HK) - A Monopoly in China Macromolecule CDMO

Bloomage Biotechnology (688363.CH) - Accelerated Growth with the Approval of New Regulation

Pre-IPO MicroPort CardioFlow - A Better Candidate of the TAVR Market in China?

Jiangsu Hengrui Medicine (600276 CH) - Q3 Performance Improved with Promising Innovative Pipeline

Pre-IPO Hong Kong Medical Consultants - Promising Future Despite Short-Term Declining Profitability

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

Equity Bottom-Up

Chongqing Zhifei Biological Products / Equity Bottom-Up

Chongqing Zhifei Biological Products (300122 CH)

On December 29th, 2020, <a href="https://www.smartkarma.com/entities/chongqing-zhifei-biological-products-co-ltd" target="_blank" data-smartkarma-citation="entities:6245:1" rel="noopener">Chongqing Zhifei Biological Products (300122 CH)</a> announced that its self-developed 15-valent pneumococcal conjugate vaccine (PCV15) had completed the preparation work and officially entered the phase III clinical trial. As a number of products in the pipeline continue to advance, PCV15 into clinical phase III is an important step in the pipeline valuation remodeling of the Company. In addition, Zhifei also announced that, on December 23rd, 2020, the Company and MSD reached an agreement: MSD will exclusively supply the products under the agreement to Zhifei, and Zhifei is authorized to import, distribute and promote the products in mainland China as agreed. After the successful renewal of the contract, the performance of the key products would be improved with certainty.

On December 29th, 2020, Chongqing Zhifei Biological Products (300122 CH) announced that its self-developed 15-valent pneumococcal conjugate vaccine (PCV15) had completed the preparation work and officially entered the phase III clinical trial. As a number of products in the pipeline continue to advance, PCV15 into clinical phase III is an important step in the pipeline valuation remodeling of the Company. In addition, Zhifei also announced that, on December 23rd, 2020, the Company and MSD reached an agreement: MSD will exclusively supply the products under the agreement to Zhifei, and Zhifei is authorized to import, distribute and promote the products in mainland China as agreed. After the successful renewal of the contract, the performance of the key products would be improved with certainty.

Shenzhen Kangtai Biological Pr (300601 CH)

Chongqing Zhifei Biological Products- Promising Future After Successful Renewal of Contract with MSD