WuXi AppTec (603259.CH/2359.HK) 2022H1 - The Concerns Behind and the Outlook
In this insight last year, we expressed our concerns on WuXi AppTec's performance in 2023, when we think could be the performance low point. So,...
607 Views
Asymchem Laboratories (6821.HK) Vs Pharmaron Beijing (3759.HK) - Deep Dive the Logic and the Outlook
The different business nature of CRO and CDMO leads to different investment logic/outlook for Pharmaron and Asymchem. So, the current performance...
523 Views
Porton Pharma Solutions (300363.CH) 23H1 - Performance Pressure Would Remain in 2023
Porton's weak performance will continue in 23H2. As a latecomer, its ADC CDMO business is still at early stage. When the entire sector is at bottom...
517 Views
WuXi XDC Cayman Pre-IPO Tearsheet
WuXi XDC Cayman Inc (1877628D HK) is looking to raise >US$100m in its upcoming Hong Kong IPO. The bookrunners on the deal are Morgan Stanley,...
604 Views
Pre-IPO WuXi XDC - The Beautiful Story and the Truth Behind
How far WuXi XDC can go in the future depends on the real market space of ADC and the company's performance. But as a capital operation, good story...
619 Views