bearish•AIM Vaccine•22 Oct 2023 09:20
China Healthcare Weekly (Oct.20)-Investment Returns on Weight Loss/AD,GLP-1 Gene Therapy,AIM Vaccine
Weight loss and Alzheimer's disease (AD) would generate different investment returns.We're conservative about the outlook of GLP-1 gene therapy.We...
bearish•AIM Vaccine•02 Apr 2023 09:14
China Healthcare Weekly (Mar.31) - 8th National VBP Result, Chinese Patent Medicine VBP, AIM Vaccine
The 8th national VBP released results.The impact of VBP on companies is decreasing. Chinese patent medicine VBP is coming, but some companies can...
bullish•Quantitative Analysis•01 Nov 2023 14:13
Hong Kong Connect Flows (October): Four Months of Inflows
We analyzed the Hong Kong Connect Scheme for October and highlight flows for Meituan, Wuxi Biologics, SMIC, Great Wall Motor, HKEX.
bearish•3D Medicines•08 Oct 2023 09:18
China Healthcare Weekly (Oct.6) - Weight Loss Drug CXO, Policy-Guided Capital Flows, 3D Medicines
Weight loss drug business would indeed bring opportunity to CDMO, but not CRO. Investors may need to pay attention to policy-guided capital...
bullish•Swire Pacific (B)•25 Feb 2023 16:00