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 Yunkang Group - Lack of New Growth Point

New Horizon Health (6606.HK) - Far from Complete Reversal

CanSino Biologics (6185.HK/688185.CH) - Still Have Investment Value

Interpretation of The "14th Five-Year Plan" For the Development of China Pharmaceutical Industry

China Healthcare Weekly (Feb.4)- "14th Five-Year Plan" Of Pharmaceuticals, the Right Way to Innovate

Oral COVID-19 Antivirals and the Impact on China

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)

Shanghai Fosun Pharmaceutical (Group) (600196 CH)

<ul>
<li>The MPP announced that it has signed agreements with 27 generic manufacturing companies including several Chinese companies for the manufacturing of molnupiravir and supply in 105 low- and-middle-income countries.</li>
<li>The profit margin would be limited because of its public benefit purpose. Therefore, it may not be able to bring huge incremental performance to the relevant domestic pharmaceutical companies.</li>
<li>The future risks and concerns on Merck's molnupiravir should also not be neglected. So, investors are advised to view this agreement with MPP rationally.</li>
</ul>


The MPP announced that it has signed agreements with 27 generic manufacturing companies including several Chinese companies for the manufacturing of molnupiravir and supply in 105 low- and-middle-income countries.
The profit margin would be limited because of its public benefit purpose. Therefore, it may not be able to bring huge incremental performance to the relevant domestic pharmaceutical companies.
The future risks and concerns on Merck's molnupiravir should also not be neglected. So, investors are advised to view this agreement with MPP rationally.


BrightGene Bio-Medical Technology (688166 CH)

Would the Cheap Versions of Oral COVID-19 Antiviral Bring New Opportunities for Chinese Companies?