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 (Dec.1)- 2024 NRDL Result, Expectation Gap for Biotech, Henlius' Wide Spread

Shanghai Fosun Pharmaceutical (2196.HK) - Performance Pain Points and Henlius’ Privatization Outlook

Fosun Tourism (1992.HK) Privatization - The Cancellation Price Is Not Good Enough

Shanghai Henlius Biotech (2696.HK) Privatization Update - Some New Information Worth the Attention

China Healthcare Weekly (Sep29)- Henlius Privatization Update, NHSA Fee Control, Hansoh Is Exception

Shanghai Henlius Biotech (2696.HK) Privatization Update- Looks Like "An Agreement" Has Been Reached?

Greatview Aseptic Packaging (468.HK) - The Story Behind The “Hostile Offer”

Event-Driven

<ul>
<li>On the surface, the 24Q3 results are not bad, but if take a close look, the real situation of Fosun Pharma is still not optimistic.</li>
<li>There are rumors that Fosun Pharma may have encountered funding issues, thus casting a shadow over the prospects of this privatization.</li>
<li>The motivation and underlying logic for Fosun Pharma to privatize Henlius are both solid.Potential risks currently on the table are funding issues and whether Pre-Condition approval process will go smoothly.</li>
</ul>


On the surface, the 24Q3 results are not bad, but if take a close look, the real situation of Fosun Pharma is still not optimistic.
There are rumors that Fosun Pharma may have encountered funding issues, thus casting a shadow over the prospects of this privatization.
The motivation and underlying logic for Fosun Pharma to privatize Henlius are both solid.Potential risks currently on the table are funding issues and whether Pre-Condition approval process will go smoothly.


Shanghai Fosun Pharmaceutical (Group) (2196 HK)

Shanghai Fosun Pharmaceutical (Group) (600196 CH)

Shanghai Henlius Biotech (2696.HK) Privatization Update - These Are the Potential Risks Behind