China Healthcare Weekly (Oct.12) - 11th National VBP, Future BD Trend, Hengrui Is Facing Headwinds
​The 11th national VBP signals a shift towards "anti-involution". We shared views on licensing cooperation trend. Due to declining innovative drug...
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Zhejiang Sanhua Intelligent Controls IPO Lockup - US$800m Cornerstone Release
Zhejiang Sanhua Intelligent Controls (2050 HK), raised around US$1.4bn in its H-share listing. The lockup on its cornerstone investors is set to...
218 Views
OmniVision Integrated Circuits Group A/H Listing - PHIP Updates and Thoughts on A/H Premium
Omnivision Intgrated Circuit (603501 CH, OVIC), a semiconductor company, aims to raise around US$1bn in its H-share listing. In this note, we talk...
246 Views
Jiangsu Hengrui Medicine (600276 CH): ADC Drug Approval Presents Long-Term Opportunity
​Jiangsu Hengrui receives conditional approval for Trastuzumab Rezetecan for NSCLC. In 1Q25, the company reported sales growth of 20%. Innovative...
446 Views
OmniVision Integrated Circuits Group (Will Semicon) A/H Listing - Earnings Have Been Recovering
Omnivision (603501 CH), a semiconductor company, aims to raise around US$1bn in its H-share listing. It has filed its PHIP, we had looked at its...
528 Views