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 (Dec.31)-New Medical Device Policy, AstraZeneca to Acquire Gracell, PD-1+ADC

Pre-IPO Numans Health Food Holdings - Due to Flawed Business Model, Future Growth Is Uncertain

Will China TCM (570.HK) Be Incorporated into Taiji Group (600129.CH)? –If Yes, Valuation Will Double

Genscript Biotech (1548.HK) - Inadequate Cognition Will Lead to Bad Investment Decisions

China CXO Has Reached a Crossroads - Time to Reconsider

Gracell Biotechnologies Inc (GRCL.US) - The Overall Outlook for CAR T Therapy Is Highly Uncertain

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

Equity Bottom-Up

Gracell Biotechnologies Inc / Equity Bottom-Up

<ul>
<li>The latest data of GC012F/GC007g at ASCO/EHA drove up share price, but the current clinical data do not necessarily guarantee the final druggability. So, we advise investors to be rational.</li>
<li>Gracell's pipeline may not solve the real pain points of CAR-T therapy. Until the global momentum of cell therapy is reversed, there's no need to expect too much from Gracell.</li>
<li>Gracell's stock price would continue to fluctuate with positive clinical data or progress. However, the liquidity of this stock isn't good. In this situation, both ups and downs are meaningless. </li>
</ul>


The latest data of GC012F/GC007g at ASCO/EHA drove up share price, but the current clinical data do not necessarily guarantee the final druggability. So, we advise investors to be rational.
Gracell's pipeline may not solve the real pain points of CAR-T therapy. Until the global momentum of cell therapy is reversed, there's no need to expect too much from Gracell.
Gracell's stock price would continue to fluctuate with positive clinical data or progress. However, the liquidity of this stock isn't good. In this situation, both ups and downs are meaningless. 


Gracell Biotechnologies Inc (GRCL.US) - May Fail to Solve the Real Pain Points in CAR-T Field