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 (Jan.14) - Impact on Dental Implant VBP, Prediction on 7th National VBP 2022

Shenzhen Chipscreen Biosciences (688321.CH) - Risks Outweigh Opportunities

China Healthcare Weekly (Jan.21)-Growth Hormone VBP,Biotech Survival,Internationalization Conditions

Hansoh Pharmaceutical (3692.HK) - Lackluster Pipeline, so Bet on SiRNA?

Bloomage Biotechnology (688363.CH) Vs Imeik Technology (300896.CH) - The Logic and the Outlook

Pre-IPO Betta Pharmaceuticals - Insights on Products and Concerns

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

Equity Capital Markets

Betta Pharmaceuticals   / Equity Capital Markets

<ul>
<li>If the R&amp;D pipeline projects are not recognized by international capital,the main reason could be either the product development progress is lagging behind or the projects are not good enough.</li>
<li>The real innovative drugs would not be affected by generics that easily, and are to overturn the size of the old drug market.</li>
<li>The real risk of Betta would be revealed in the next few years as VBP promotes. So, we are conservative about the Company’s outlook at the current stage.</li>
</ul>


If the R&amp;D pipeline projects are not recognized by international capital,the main reason could be either the product development progress is lagging behind or the projects are not good enough.
The real innovative drugs would not be affected by generics that easily, and are to overturn the size of the old drug market.
The real risk of Betta would be revealed in the next few years as VBP promotes. So, we are conservative about the Company’s outlook at the current stage.


Pre-IPO Betta Pharmaceuticals - Lack of Staying Power