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 Hangzhou Bioer Technology - Key Judgement on Performance Sustainability and Other Concerns

Guangzhou Baiyunshan Pharmaceutical Holdings (874.HK) - Conservative About the Outlook

China Healthcare Weekly (Dec.24)- Capital Arbitrage, Drug Commercial Results, Healthcare Big Picture

WuXi AppTec (2359.HK/603259.CH) 2021Q3 - Logic Change?

WuXi Biologics (2269 HK) - The Strength and the Potential Risk

Wuxi Biologics (2269.HK) 2021Q3 - The Strength and the Concerns Behind the New Full-Year Guidance

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

Thematic (Sector/Industry)

Hong kong Healthcare equipment and services / Thematic (Sector/Industry)

<ul>
<li>We analyzed the plunge of CXO/biotech sector last week, the potential impact, the afterwards investment logic, the outlook, and the scenarios when are suitable for related investment.</li>
<li>The big concern is that the underlying logic is shaking and the valuation system has switched. Investors could hope for the best,but it is recommended to prepare for the worst.</li>
<li>Either long or short, don't stand on the opposite side of the broken logic at least.</li>
</ul>


We analyzed the plunge of CXO/biotech sector last week, the potential impact, the afterwards investment logic, the outlook, and the scenarios when are suitable for related investment.
The big concern is that the underlying logic is shaking and the valuation system has switched. Investors could hope for the best,but it is recommended to prepare for the worst.
Either long or short, don't stand on the opposite side of the broken logic at least.


The CXO/Biotech Plunge and the Afterwards Investment Logic (2022)