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 (Mar.15)- New Policy of Innovative Drug, TCM Formula Granules, Xingqi Pharma

Pre-IPO Belle Fashion Group - Performance Has Picked Up, but Not yet Reversed

Pre-IPO China Resources Beverage - Here Are the Concerns and the Risks Behind

2024 High Conviction Update: Innovent (1801.HK) - Recent Promising Business Updates and 2024 Outlook

BeiGene (6160.HK/​BGNE.US/688235.CH) - Pain Points Behind the High Growth

Latest Impact of the US Biosecure Act on WuXi AppTec/WuXi Bio/WuXi XDC - China CXO Really Game Over?

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

Escalation of Israel-Hamas War - Here's How Investors Should Position Themselves in Dramatic Changes

Equity Bottom-Up

<ul>
<li>A Senate committee moved the bill (S.3558) forward that would prohibit pharmaceutical companies from using foreign service providers like WuXi AppTec and its subsidiaries. However, rational voices are still expected.</li>
<li>Seemingly conflicting proposals are mostly “noise” and disturbances to stock prices. This means in the future, we‘ll see stock prices move sharply again due to latest developments on these bills.</li>
<li>WuXi AppTec should have "bottom-line thinking" and prepare some "backup solutions".Investors don’t need to be overly pessimistic, because when global capital flows reverse, no one will mind these bills anymore.</li>
</ul>


A Senate committee moved the bill (S.3558) forward that would prohibit pharmaceutical companies from using foreign service providers like WuXi AppTec and its subsidiaries. However, rational voices are still expected.
Seemingly conflicting proposals are mostly “noise” and disturbances to stock prices. This means in the future, we‘ll see stock prices move sharply again due to latest developments on these bills.
WuXi AppTec should have "bottom-line thinking" and prepare some "backup solutions".Investors don’t need to be overly pessimistic, because when global capital flows reverse, no one will mind these bills anymore.


WuXi AppTec (2359.HK/603259.CH) - Updates About the BIOSECURE Act and the Outlook