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 (July.8)- CXO Outlook, 2022 NRDL Adjustment, Logic of Influenza Vaccine

MicroPort MedBot (2252.HK)- Lack an “anchor” for Valuation Due to Uncertainties in Commercialization

Topsports International (6110.HK) - Has the Potential to Turn Things Around Despite the Headwinds

The Impact of COVID-19 and Shanghai Lockdown on China Healthcare

China Reopen - Opportunities and Challenges in China Healthcare

Geopolitical Conflicts and War: The Impact on China API Industry

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

Thematic (Sector/Industry)

Hong kong Healthcare equipment and services / Thematic (Sector/Industry)

<ul>
<li>The rapid spread of monkeypox to different groups of people in different countries has alarmed scientists, governments and health officers, but monkeypox virus is relatively mild in severity and infectivity.</li>
<li>China will bear the pressure of imported cases. But due to China’s zero-covid policy and long-term emergency reserve of smallpox vaccine, there's no need to panic at the current stage.</li>
<li>There're investment opportunities, but it’s difficult for related companies to replicate the growth story of COVID-19 products. The market's reaction to monkeypox is overdone. Investors are recommended to be rational.  </li>
</ul>


The rapid spread of monkeypox to different groups of people in different countries has alarmed scientists, governments and health officers, but monkeypox virus is relatively mild in severity and infectivity.
China will bear the pressure of imported cases. But due to China’s zero-covid policy and long-term emergency reserve of smallpox vaccine, there's no need to panic at the current stage.
There're investment opportunities, but it’s difficult for related companies to replicate the growth story of COVID-19 products. The market's reaction to monkeypox is overdone. Investors are recommended to be rational.  


Guangdong Hybribio Biotech Co (300639 CH)

Beijing Wantai Biological Phar (603392 CH)

Beijing Hotgen Biotech Co Ltd (688068 CH)

Zhejiang Orient Gene Biotech C (688298 CH)

Monkeypox and Its Impact on China