Antengene (6996.HK) 22H1-Defective Business Model and Uncompetitive Pipeline; Bearish on the Outlook
There’s an “insurmountable obstacle” to license-in business model.Antengene has to go all the way to the end. Otherwise, it won't end up well. The...
441 Views
CanSino Biologics (6185.HK/688185.CH) 2022H1 - It's Too Early to Be Completely Bearish on CanSino
The market has exaggerated the impact of performance decline of COVID-19 vaccine on CanSino. Although 2022 is a difficult year, considering MCV2...
410 Views
China Healthcare Weekly (Aug19)-Dental Implant VBP,Commercial Insurance,Biotech Internationalization
Dental implant VBP will affect companies'Â profit model/valuation elasticity. Commercial medical insurance faces challenges. China Biotech's...
431 Views
InnoCare Pharma Ltd (9969.HK) - Lack of Clear Commercialization Prospects
InnoCare is a far distance from becoming a biopharma because its products don't have pricing power due to lack of sufficient competitiveness and...
369 Views
Keymed Biosciences (2162.HK) - The Pipeline, the Concerns on Valuation Growth & The Trading Strategy
This article mainly analyzed Keymed in terms of the business, the core and key candidates in the pipeline, the concerns about valuation growth...
407 Views