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(Sep2)-Online Drug Sale, Biotech's Historical Opportunity, Biotech to Be CDMO

Kintor Pharmaceutical (9939.HK) Placement - The Hidden Risks and the True Colors

Sirnaomics (2257.HK)-Unverified Technology and Uncertainties Can Lead to Big Swings in Share Price

Pre-IPO Betters Medical Investment Holdings - The Industry, the Business and the Concerns

Pre-IPO Cali Biosciences - The Industry, the Business and the Concerns

Jafron Biomedical (300529CH) 22H1- Possibility of Logic Reversal and Upside Potential of Stock Price

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

Equity Capital Markets

Beijing Continent Pharmaceuticals / Equity Capital Markets

Beijing Continent Pharmaceuticals (CPH HK)

<ul>
<li>With favorable policies and improved intellectual property protection, investors' attitude towards rare diseases in China has changed significantly and become more interested in this field.</li>
<li>Since no new candidates would be commercialized until 2024, <a href="https://www.smartkarma.com/entities/beijing-continent-pharmaceuticals-co-ltd" target="_blank" data-smartkarma-citation="entities:35664:1" rel="noopener">Beijing Continent Pharmaceuticals (CPH HK)</a> could face increasing competition and financial pressure. The breakthrough point is to develop overseas markets.</li>
<li>In terms of valuation, Continent is better than <a href="https://www.smartkarma.com/entities/canbridge-pharmaceuticals-inc" target="_blank" data-smartkarma-citation="entities:33783:1" rel="noopener">CANbridge Pharmaceuticals (1228 HK)</a>, so it is expected to have higher valuation than CANbridge after listing.</li>
</ul>


With favorable policies and improved intellectual property protection, investors' attitude towards rare diseases in China has changed significantly and become more interested in this field.
Since no new candidates would be commercialized until 2024, Beijing Continent Pharmaceuticals (CPH HK) could face increasing competition and financial pressure. The breakthrough point is to develop overseas markets.
In terms of valuation, Continent is better than CANbridge Pharmaceuticals (1228 HK), so it is expected to have higher valuation than CANbridge after listing.


Pre-IPO Beijing Continent Pharmaceuticals - The Orphan Drug Pioneer Needs to Expand Overseas