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 (Nov.19) - Q4 Healthcare Rebound, New Policy on API, Beijing Stock Exchange

Jiangsu Hengrui Medicine (600276.CH)-The Deal with Cstone,the Accounting Estimate Change and Outlook

China Healthcare Weekly (Nov.26)-Insulin VBP Results, Key Policy On Consumables & Digital Healthcare

Innovent Biologics (1801.HK) - The Strength and the Concerns

Jiangsu Hengrui Medicine (600276.CH) - The Concerns and the Outlook

Innovent Biologics (1801 HK) - Have the Genes to Become a Big Pharma

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

Equity Bottom-Up

Innovent Biologics Inc / Equity Bottom-Up

<ul>
<li>We analyzed the 2021 national medical insurance negotiation and the related outlook of Innovent’s PD-1. </li>
<li>The concerns are still there. For example, to what extent the industrial structure of these new layout can show the development potential of the Company in the future? </li>
<li>Investors could choose to take advantage of the positive momentum in the short term, but are recommended to “reconsider” in terms of the long-term outlook.</li>
</ul>


We analyzed the 2021 national medical insurance negotiation and the related outlook of Innovent’s PD-1. 
The concerns are still there. For example, to what extent the industrial structure of these new layout can show the development potential of the Company in the future? 
Investors could choose to take advantage of the positive momentum in the short term, but are recommended to “reconsider” in terms of the long-term outlook.


Innovent Biologics Inc (1801.HK) - The PD-1 Outlook and Other Concerns