Pre-IPO Fujian Haixi Pharmaceuticals - The Concerns on the Pipeline and the Outlook
Generic drugs ​sales are key for Haixi's performance, but future growth will be hindered by VBP. Considering R&D failure risk of C019199, no...
666 Views
Pre-IPO Guangzhou Innogen Pharmaceutical Group- The Good Story of GLP-1 May Not Bring High Valuation
​Innogen's future success hinges on approval of Efsubaglutide Alfa, but uncertainty in commercialization and competition will impact sales...
1.7k Views
Xtapli Placement - Questionable Timing. An AI Momentum Play, at Best
Xtapli is looking to raise around US$242m via a primary placement, after having raised US$145m in Jan 2025. In this note, we talk about the deal...
570 Views
DeepSeek Ignites China Healthcare - The Investment Opportunities and Risks Behind
DeepSeek is revolutionizing the healthcare industry, but face data security issue and US restriction on cooperation with China.Companies...
609 Views
ECM Weekly (17th Feb 2025) - CATL, Hengrui, Mixue, Guming, Hexaware, Ajax, Aegis, Daiichi, Takasago
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
625 Views