Shanghai Bio-Heart (上海百心安) Pre-IPO: Needs a Long Runway
The company's management were mainly from Microport Scientific. It has decent investor backing but we think it is short of blockbuster products.
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Lepu Medical Technology A (300003 CH) - Does Not Have High Moat
This article analyzed Lepu Medical's poor performance in the past six months, deep dive its development mode, financial position, and indicate...
427 Views
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...
635 Views
Kangji Medical (康基医疗) Pre-IPO: COVID-19 Impacts and Thoughts on Valuation
Kangji Medical is a domestic leader in minimally invasive surgery devices. It has three main product types, trocars, polymer ligation clips, and...
757 Views
Kangji Medical (康基医疗) Pre-IPO: Superior Financial Metrics, Warrants a Premium
Kangji Medical is a domestic leader in minimally invasive surgery devices. It has three main product types, trocars, polymer ligation clips, and...
613 Views