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 Xiamen Yan Palace Bioengineering (PHIP Updates) - Some Points Worth the Attention

Dong E E Jiao Co Ltd (000423.CH) - The Situation Is Getting Better and Better

YSB (9885.HK) - Being Included in ETF Offers a Great Escape Opportunity

Pre-IPO WuXi XDC - The Beautiful Story and the Truth Behind

Wuxi Biologics (2269.HK) 23H1 - The Positives, the Negatives and the Outlook

Pre-IPO WuXi XDC (PHIP Updates) - Some Points Worth the Attention

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

Equity Capital Markets

WuXi XDC Cayman  / Equity Capital Markets

<ul>
<li>WuXi XDC's shares surged since IPO. Obviously, ADC industry is in a "honeymoon period". The market is optimistic about ADC due to high certainty and growth visibility in short term.</li>
<li>Pharmaceutical companies believe this platform would produce blockbuster products continuously. However, if there’s any “persuasive event” to change optimistic expectations on ADC, it's time for investors to reconsider WuXi XDC.</li>
<li>“Positive sentiment + non-falsifiable short-term logic” would indeed push WuXi XDC's shares to a new high. As long as sales of major ADCs are in line with expectations, party continues.</li>
</ul>


WuXi XDC's shares surged since IPO. Obviously, ADC industry is in a "honeymoon period". The market is optimistic about ADC due to high certainty and growth visibility in short term.
Pharmaceutical companies believe this platform would produce blockbuster products continuously. However, if there’s any “persuasive event” to change optimistic expectations on ADC, it's time for investors to reconsider WuXi XDC.
“Positive sentiment + non-falsifiable short-term logic” would indeed push WuXi XDC's shares to a new high. As long as sales of major ADCs are in line with expectations, party continues.


WuXi XDC (2268.HK) - How Long Will the Rally Last?