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.

Peijia Medical (9996.HK) Vs Venus MedTech (2500.HK) Vs CardioFlow (2160.HK)-Pain Points and Solution

China Healthcare Weekly (Jan.28) - 7th National VBP, Taking History as a Mirror, Confidence Rebuilt

Pre-IPO Shanghai NewMed Medical - Concerns on Fierce Competition and Future Commercialization

RemeGen Co Ltd (9995.HK) - Here Are the Strength and Concerns After Commercialization

The Insecure Rebound in Healthcare Sector and the Future Direction of Stock Price (2022)

Remegen Co Ltd (9995.HK) - Insights About the First Round Enquiry by Shanghai Stock Exchange

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

Equity Capital Markets

<ul>
<li>RC48’s commercialization performance in China market could be lower than expected. The breakthrough point is whether the deal with Seagen can bring any surprise in the global markets.</li>
<li>Due to large R&amp;D and selling expenses, <a href="https://www.smartkarma.com/entities/remegen-co-ltd" target="_blank" data-smartkarma-citation="entities:29191:1" rel="noopener">Remegen Co Ltd (9995 HK)</a> is facing cash flow pressure, indicating that this IPO in SSE STAR market is very important for the Company.</li>
<li>Let’s see if RemeGen would in-license some unique late-stage candidates or reach new blockbuster license-out deals that surprise us again, both of which would help turn things around.</li>
</ul>


RC48’s commercialization performance in China market could be lower than expected. The breakthrough point is whether the deal with Seagen can bring any surprise in the global markets.
Due to large R&amp;D and selling expenses, Remegen Co Ltd (9995 HK) is facing cash flow pressure, indicating that this IPO in SSE STAR market is very important for the Company.
Let’s see if RemeGen would in-license some unique late-stage candidates or reach new blockbuster license-out deals that surprise us again, both of which would help turn things around.


Chengdu Kanghong Pharmaceutical Group-A (002773 CH)

Pre-IPO Remegen Co Ltd - Some Points Worth the Attention