China Healthcare Weekly (Oct.12) - 11th National VBP, Future BD Trend, Hengrui Is Facing Headwinds
​The 11th national VBP signals a shift towards "anti-involution". We shared views on licensing cooperation trend. Due to declining innovative drug...
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OmniVision Integrated Circuits Group A/H Listing - PHIP Updates and Thoughts on A/H Premium
Omnivision Intgrated Circuit (603501 CH, OVIC), a semiconductor company, aims to raise around US$1bn in its H-share listing. In this note, we talk...
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OmniVision Integrated Circuits Group (Will Semicon) A/H Listing - Earnings Have Been Recovering
Omnivision (603501 CH), a semiconductor company, aims to raise around US$1bn in its H-share listing. It has filed its PHIP, we had looked at its...
525 Views
Jiangsu Hengrui Medicine (600276 CH): ADC Drug Approval Presents Long-Term Opportunity
​Jiangsu Hengrui receives conditional approval for Trastuzumab Rezetecan for NSCLC. In 1Q25, the company reported sales growth of 20%. Innovative...
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A-H Premium Weekly (Dec 12th): MCC, China Merchants Securities, Chongqing Rural Commercial Bank
We analyzed A-H premium changes in the past week and highlight A-H premium changes for MCC, China Merchants Securities, Chongqing Rural Commercial...
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