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.

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

Pre-IPO Beijing Mabworks Biotech - MIL62 Alone Cannot Save the Situation

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

Akeso Biopharma Inc (9926.HK) - Could Be the Very One to Challenge the “Top Four”

Pre-IPO Hutchmed China Ltd (13.HK) - The Strength and the Concerns

Jiangsu Hengrui Medicine (600276.CH) - Insights on Recent Pullback and Future Business Prospects

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

Equity Bottom-Up

<p>On June 9, 2021, China National Medical Products Administration (NMPA) announced that it had conditionally approved the listing of <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>'s RC48, which is the first ADC product independently developed by a domestic pharmaceutical company. Meanwhile, in March this year, RemeGen's another core product RC18 also received conditional marketing approval in China for the treatment of SLE. The approval of the two core products not only means that 2021 officially becomes the first year of RemeGen's commercialization, but more importantly, it is a milestone to confirm the feasibility of RemeGen's antibody and fusion protein platform and antibody-drug conjugate (ADC) platform. This article mainly analyzed the outlook of these two drugs, the pipeline and the concerns of RemeGen.</p>

On June 9, 2021, China National Medical Products Administration (NMPA) announced that it had conditionally approved the listing of Remegen Co Ltd (9995 HK)'s RC48, which is the first ADC product independently developed by a domestic pharmaceutical company. Meanwhile, in March this year, RemeGen's another core product RC18 also received conditional marketing approval in China for the treatment of SLE. The approval of the two core products not only means that 2021 officially becomes the first year of RemeGen's commercialization, but more importantly, it is a milestone to confirm the feasibility of RemeGen's antibody and fusion protein platform and antibody-drug conjugate (ADC) platform. This article mainly analyzed the outlook of these two drugs, the pipeline and the concerns of RemeGen.

Chengdu Kanghong Pharmaceutical Group-A (002773 CH)

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