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.

Pre-IPO Shanghai Duoning Biotechnology - The Industry, the Business and the Concerns

Shanghai MicroPort MedBot Group (2252.HK) - The Truth Behind the Beautiful Story Is Becoming Clearer

Pre IPO MicroPort Cardiac Rhythm Management - The Industry, the Business and the Challenges Ahead

Shanghai MicroPort MedBot Group (2252.HK) - Recognize the Reality but Don’t Give up Hope

Shandong Weigao Group Medical Polymer (1066.HK) - As a Holding Platform, Investment Value Is Limited

Pre-IPO Fangzhou Group - The Business and the Concerns

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

Equity Capital Markets

Shenzhen Edge Medical / Equity Capital Markets

<ul>
<li>MP1000 has strong technical strength, setting it apart from Toumai. SP1000’s advantages are more obvious and the competitive landscape is also better than multi-port surgical robots, indicating corner overtaking opportunity.</li>
<li>With favorable policy support, <a href="https://www.smartkarma.com/entities/shenzhen-edge-medical-co-ltd" target="_blank" data-smartkarma-citation="entities:35912:1" rel="noopener">Shenzhen Edge Medical (SEM HK)</a> is embracing a golden opportunity. But the commercialization outlook of surgical robots in China is actually not optimistic.</li>
<li>As a later-comer in surgical robots industry, without the synergy from parent company, Edge’s future sales performance could be even weaker. So, its valuation should be lower than Medbot.</li>
</ul>


MP1000 has strong technical strength, setting it apart from Toumai. SP1000’s advantages are more obvious and the competitive landscape is also better than multi-port surgical robots, indicating corner overtaking opportunity.
With favorable policy support, Shenzhen Edge Medical (SEM HK) is embracing a golden opportunity. But the commercialization outlook of surgical robots in China is actually not optimistic.
As a later-comer in surgical robots industry, without the synergy from parent company, Edge’s future sales performance could be even weaker. So, its valuation should be lower than Medbot.


Shanghai MicroPort MedBot Group (2252 HK)

Pre-IPO Shenzhen Edge Medical - The Surgical Robot Business in China Is Proving Harder than Expected