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

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

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.

Equity Bottom-Up

Innovent Biologics Inc / Equity Bottom-Up

<ul>
<li>Dupert, a drug for the special treatment of non-small cell cancer has been approved by the NMPA.</li>
<li>In 2022, China recorded the highest number of new cancer cases, and their exceptional high incidence of smoking is of particular concern.</li>
<li>Innovent’s portfolio of nine oncology drugs is very attractive in the biggest cancer market.</li>
</ul>


Dupert, a drug for the special treatment of non-small cell cancer has been approved by the NMPA.
In 2022, China recorded the highest number of new cancer cases, and their exceptional high incidence of smoking is of particular concern.
Innovent’s portfolio of nine oncology drugs is very attractive in the biggest cancer market.


Innovent Biologics (1801 HK) Adds to Its Oncology Portfolio