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.

Brii Biosciences (2137.HK) - With the Potential of “Zero to One”

Shanghai Junshi Bioscience (1877.HK) - Will Junshi Progress or Go Backwards Instead?

Keymed Biosciences (2162.HK) - The Pipeline, the Concerns on Valuation Growth & The Trading Strategy

Chongqing Zhifei Biological Products (300122.CH) 2021Q3 - Concerns Behind the High Growth

2022 High Conviction (China Healthcare) - Seek the Relative Certainties Out of the Uncertainties

CanSino Biologics (688185.CH/6185.HK) 2021/1H - Concerns on Key Products 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

<ul>
<li>The discovery of Omicron has upset the market,and the main concern is that it could be highly contagious. However, it will take several months for new vaccines to be mass-produced.</li>
<li>We made our forecast on <a href="https://www.smartkarma.com/entities/moderna-inc" target="_blank" data-smartkarma-citation="entities:28744:1" rel="noopener">Moderna Inc (MRNA US)</a>’s revenue according to different scenarios of Omicron.</li>
<li>We also analyzed the comparison between Moderna’s vaccines and its peers’ products as well as the related outlook.</li>
</ul>


The discovery of Omicron has upset the market,and the main concern is that it could be highly contagious. However, it will take several months for new vaccines to be mass-produced.
We made our forecast on Moderna Inc (MRNA US)’s revenue according to different scenarios of Omicron.
We also analyzed the comparison between Moderna’s vaccines and its peers’ products as well as the related outlook.


Moderna Inc (MRNA US) - Insights About the Performance in Front of Omicron