HK/China Healthcare Analyst (ex-Fosun Pharma)

Xinyao (Criss) Wang

Thematic (Sector/Industry)

<ul>
<li>The expansion of the scope of positioning directly reflects the change in the importance of pharmaceutical industry in the minds of the top level, which is very pivotal.</li>
<li>The determination to abandon old development mode, and promote real innovation and high-quality internationalization remains unchanged. So, companies need to develop at a higher level and a larger stage.</li>
<li>Once achieved, it means that China's pharmaceutical industry will have another radical change after 2015, leading the industry to another new phase of growth.</li>
</ul>


The expansion of the scope of positioning directly reflects the change in the importance of pharmaceutical industry in the minds of the top level, which is very pivotal.
The determination to abandon old development mode, and promote real innovation and high-quality internationalization remains unchanged. So, companies need to develop at a higher level and a larger stage.
Once achieved, it means that China's pharmaceutical industry will have another radical change after 2015, leading the industry to another new phase of growth.


Interpretation of The "14th Five-Year Plan" For the Development of China Pharmaceutical Industry

<ul>
<li>The executive meeting of the State Council last week formally mentioned to include dental implants in the centralized procurement.</li>
<li>We analyzed what the potential impact and trends could be after the centralized procurement is applied to dental implants. </li>
<li>We listed the 16 major varieties that are likely to be included in the 7th national VBP this year. </li>
</ul>


The executive meeting of the State Council last week formally mentioned to include dental implants in the centralized procurement.
We analyzed what the potential impact and trends could be after the centralized procurement is applied to dental implants. 
We listed the 16 major varieties that are likely to be included in the 7th national VBP this year. 


China Healthcare Weekly (Jan.14) - Impact on Dental Implant VBP, Prediction on 7th National VBP 2022

<ul>
<li>For Pfizer,orders on COVID-19 vaccine and Paxlovid would generate over US$50 billion revenue in 2022. So whether Pfizer would pursue for new M&amp;A opportunities become the focus of the market.</li>
<li>The oral COVID-19 antivirals are a great opportunity for the development of Chinese API companies, improving the overall valuation. However, CXOs are actually the first to benefit from this market.</li>
<li>If the COVID mutates in a more transmissible direction, the valuation and forecast of related companies in this industrial chain needs readjustment.However, if it doesn’t, the logic would change again.</li>
</ul>


For Pfizer,orders on COVID-19 vaccine and Paxlovid would generate over US$50 billion revenue in 2022. So whether Pfizer would pursue for new M&amp;A opportunities become the focus of the market.
The oral COVID-19 antivirals are a great opportunity for the development of Chinese API companies, improving the overall valuation. However, CXOs are actually the first to benefit from this market.
If the COVID mutates in a more transmissible direction, the valuation and forecast of related companies in this industrial chain needs readjustment.However, if it doesn’t, the logic would change again.


Oral COVID-19 Antivirals and the Impact on China

<ul>
<li>The state has issued clear policies to support gene therapy and related products. Therefore, investors are advised to pay close attention to related companies.</li>
<li>It may not be that easy to forget last Monday's plunge in the healthcare sector in HKEX, which means one thing.</li>
<li>With the introduction of intensive policies, TCM injections will be subject to more and more restrictions.</li>
</ul>


The state has issued clear policies to support gene therapy and related products. Therefore, investors are advised to pay close attention to related companies.
It may not be that easy to forget last Monday's plunge in the healthcare sector in HKEX, which means one thing.
With the introduction of intensive policies, TCM injections will be subject to more and more restrictions.


China Healthcare Weekly (Dec.10) - Last Monday's Plunge, New Policy of Gene Therapy, TCM Injections

<ul>
<li>The 2021 national medical insurance negotiation released results on December 3.</li>
<li>If the COVID virus continues to mutate in a more transmissible direction, the logic of related companies would change.</li>
<li>For those new IPOs that fell on debut, the current "cold winter" is a rational return of the crazy healthcare investment capital market since 2019.</li>
</ul>


The 2021 national medical insurance negotiation released results on December 3.
If the COVID virus continues to mutate in a more transmissible direction, the logic of related companies would change.
For those new IPOs that fell on debut, the current "cold winter" is a rational return of the crazy healthcare investment capital market since 2019.


China Healthcare Weekly (Dec.3)-2021 Insurance Negotiation Results,new COVID Virus,a Rational Return

China

Junshi Biosciences is an innovation-driven biopharmaceutical company focused on the discovery, development, clinical research, and commercialization of innovative therapeutics. Its key products, including toripalimab injection, Etesevimab, and adalimumab injection, are used to treat malignant tumors, autoimmune diseases, chronic metabolic diseases, nervous system diseases, and infectious diseases. The company was founded in December 2012 and is headquartered in Shanghai, China.

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Junshi Biosciences (1877 HK)

Interpretation of The "14th Five-Year Plan" For the Development of China Pharmaceutical Industry

For the newly released "14th Five-year Plan" of China pharmaceutical industry, we analyzed key points and our interpretation. Once achieved, it...

Xinyao (Criss) Wang

China Healthcare Weekly (Jan.14) - Impact on Dental Implant VBP, Prediction on 7th National VBP 2022

This insight analyzed the centralized procurement on dental implants and its impact and trends, as well as the prediction of 16 major varieties...

Xinyao (Criss) Wang

Oral COVID-19 Antivirals and the Impact on China

This insight analyzed Pfizer's Paxlovid and Merck’s Molnupiravir after FDA EUA, the global market potential, the impact on China market and related...

Xinyao (Criss) Wang

China Healthcare Weekly (Dec.10) - Last Monday's Plunge, New Policy of Gene Therapy, TCM Injections

The article mainly analyzed last Monday's plunge in the healthcare sector in HKEX & its potential impact, new policies to support gene therapy and...

Xinyao (Criss) Wang

China Healthcare Weekly (Dec.3)-2021 Insurance Negotiation Results,new COVID Virus,a Rational Return

This article analyzed the 2021 national medical insurance negotiation results, the change in logic of valuation due to the new COVID virus, and a...

Xinyao (Criss) Wang

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