Innovent Biologics (1801 HK) - Have the Genes to Become a Big Pharma
This article mainly analyzed Innovent in terms of its current listed products (Sintilimab, Bevacizumab, Adalimumab and Rituximab), its pipeline,...
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I-Mab Placement - Heading in the Right Direction
A group of shareholders plans to raise around US$200m via selling a 4.6% stake in I-Mab (IMAB US). We have previously covered the IPO as well.
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BeiGene: Cancer Treatment in China--The Underestimated Opportunity
We think that cancer is underdiagnosed and undertreated in China. We analyze the data and propose two approaches for investing in this theme.
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Aequitas 2020 IPOs and Placements Performance - IPOs in the Limelight but Placements Stole the Show
2020 marked our second year of operations as an Independent Research Company, and our fifth year covering ECM. In 2020 we had an accuracy rate of...
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China Healthcare: Macro Themes
This Insight summarizes the takeaways from a recent China healthcare industry conference. There is much talk of pressures on the industry, but...
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