CSPC Pharmaceutical (1093 HK) – To further expand mRNA and ADC pipelines
The 1Q23 sales of finished drugs increased 1.9% YoY to RMB6.42bn, with the nervous system disease products recording +9.8% YoY sales growth, driven...
China Macro: Sector Positioning Update
Sector positioning among active China Funds. Industrials and Consumer Staples Remain Top Overweights, Energy shows signs of a turnaround, whilst...
China's Weight Loss Drug Market – The Investment Opportunities and the Risks Behind
The GLP-1 target has been recognized as a blockbuster target, which has attracted great enthusiasm from investors.We analyzed related investment...
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