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 Population Policies Impact on Healthcare Companies Series - Part 1

Everest Medicines (1952.HK) - To Take off Again or to Fall Instead?

Pre-IPO ImmuneOnco Biopharmaceuticals (PHIP Updates) - Slow Development Progress and Gloomy Outlook

China Healthcare Weekly (Aug.12)-AI Drug Discovery, License-In Mode Valuation, Pet Medical Equipment

China CXO Has Reached a Crossroads - Time to Reconsider

Pre-IPO Kelun Biotech (PHIP Updates) - Some Points Worth the Attention

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

Equity Capital Markets

InSilico Medicine Cayman TopCo / Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/insilico-medicine-cayman-topco" target="_blank" data-smartkarma-citation="entities:39890:1" rel="noopener">InSilico </a>’s business model is more of AI-CXO + AI-SaaS, but hasn't reached the stage of AI-biotech, considering its current revenue streams, which may lead to InSilico ultimately changing its positioning.</li>
<li>The significance of pipeline lies in the need for InSilico to verify the effectiveness of AI platforms/algorithms/technology through successful product launch. However, valuation of InSilico could be different from biotech.</li>
<li>AI pharmaceutical industry is at its infancy, which is a far cry from current levels of investment and expectations in the sector.We advise investors to be rational about this field.</li>
</ul>



InSilico ’s business model is more of AI-CXO + AI-SaaS, but hasn't reached the stage of AI-biotech, considering its current revenue streams, which may lead to InSilico ultimately changing its positioning.
The significance of pipeline lies in the need for InSilico to verify the effectiveness of AI platforms/algorithms/technology through successful product launch. However, valuation of InSilico could be different from biotech.
AI pharmaceutical industry is at its infancy, which is a far cry from current levels of investment and expectations in the sector.We advise investors to be rational about this field.


Pre-IPO InSilico Medicine - AI Pharmaceutical Is Immature; Valuation Expansion Relies on Imagination