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.

The Impact of HFCAA on China ADR (China Healthcare Companies)

China Healthcare Weekly (Mar18)-Leaked Document On Medical Service,Biotech Valuation,CE Mark Upgrade

Industry Report – Insights on China Surgical Robots Industry

BeiGene Ltd (6160.HK/688235.CH) - There Is No Way to Retreat

Jiangsu Hengrui Medicine (600276.CH) - Insights on Recent Pullback and Future Business Prospects

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

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

Equity Bottom-Up

Jiangsu Hengrui Medicine / Equity Bottom-Up

<ul>
<li>Entering 2022, Hengrui’s stock price has gone through continuous correction. The market is not that optimistic about the performance of Hengrui in 2021 full year and 2021Q4.</li>
<li>We analyzed the possible future development trajectory of Hengrui's performance, which would be up and down due to VBP and NRDL negotiation. Investors could get prepared in advance.</li>
<li>Due to Hengrui’s  "DNA"  and development mode, it could have “stable growth” after getting out of the difficult situation, but hard to achieve “explosive growth or significant return”.</li>
</ul>


Entering 2022, Hengrui’s stock price has gone through continuous correction. The market is not that optimistic about the performance of Hengrui in 2021 full year and 2021Q4.
We analyzed the possible future development trajectory of Hengrui's performance, which would be up and down due to VBP and NRDL negotiation. Investors could get prepared in advance.
Due to Hengrui’s  "DNA"  and development mode, it could have “stable growth” after getting out of the difficult situation, but hard to achieve “explosive growth or significant return”.


Jiangsu Hengrui Medicine (600276.CH) - Here’s when Hengrui May Recover