HK/China Healthcare Analyst (ex-Fosun Pharma)

Xinyao (Criss) Wang

Thematic (Sector/Industry)

Industry viewpoints:<ul>
<li>Considering the importance of blood products, the 14th Five-Year Plan will accelerate the construction of plasma stations in China so as to achieve the self-sufficiency in blood products.</li>
<li>Public health is the focus of the 14th Five-Year Plan for medical reform. Among them, due to the strong demand from the downstream, the medical IT industry is expected to usher in a faster development.</li>
<li>The outbreak of COVID-19 in 2020 would accelerate Chinese consumers' awareness and attention of immunonutrition products, such as the probiotics products.</li>
</ul>Company news:News about the updated progress on drugs and new cooperation agreements of <a href="https://www.smartkarma.com/entities/innovent-biologics-inc" target="_blank" data-smartkarma-citation="entities:27452:1" rel="noopener">Innovent Biologics Inc (1801 HK)</a>, <a href="https://www.smartkarma.com/entities/jiangsu-hengrui-medicine-co-ltd" target="_blank" data-smartkarma-citation="entities:14128:1" rel="noopener">Jiangsu Hengrui Medicine (600276 CH)</a>, <a href="https://www.smartkarma.com/entities/innocare-pharma-ltd" target="_blank" data-smartkarma-citation="entities:28355:1" rel="noopener">InnoCare Pharma Ltd (9969 HK) </a>and <a href="https://www.smartkarma.com/entities/remegen-co-ltd" target="_blank" data-smartkarma-citation="entities:29191:1" rel="noopener">Remegen Co Ltd (9995 HK)</a>.Market review:Last week, stock price for healthcare sector in A share increased 2.61%, while CSI 300 increased 0.50% over the same period of timeRisk disclosure:Policy risk, R&amp;D risk, Company risk and COVID-19 risk.

Industry viewpoints:
Considering the importance of blood products, the 14th Five-Year Plan will accelerate the construction of plasma stations in China so as to achieve the self-sufficiency in blood products.
Public health is the focus of the 14th Five-Year Plan for medical reform. Among them, due to the strong demand from the downstream, the medical IT industry is expected to usher in a faster development.
The outbreak of COVID-19 in 2020 would accelerate Chinese consumers' awareness and attention of immunonutrition products, such as the probiotics products.
Company news:News about the updated progress on drugs and new cooperation agreements of Innovent Biologics Inc (1801 HK), Jiangsu Hengrui Medicine (600276 CH), InnoCare Pharma Ltd (9969 HK) and Remegen Co Ltd (9995 HK).Market review:Last week, stock price for healthcare sector in A share increased 2.61%, while CSI 300 increased 0.50% over the same period of timeRisk disclosure:Policy risk, R&amp;D risk, Company risk and COVID-19 risk.

The COVID-19 since the end of 2019 has brought a large demand for blood products. The publicity of convalescent plasma, human immumoglobulin (PH4) for intravenous injection, albumin and other therapeutic blood products is conducive to the education of the public about blood products. At the same time, during COVID-19, they played a certain therapeutic role, reflecting the importance of blood products. Besides, blood products with high technology, high investment, and scarcity are of high clinical value. They are also subject to national supervision, which means that the entry barriers are high. Therefore, blood products market undoubtedly belong to the field of high-quality investment.

The COVID-19 since the end of 2019 has brought a large demand for blood products. The publicity of convalescent plasma, human immumoglobulin (PH4) for intravenous injection, albumin and other therapeutic blood products is conducive to the education of the public about blood products. At the same time, during COVID-19, they played a certain therapeutic role, reflecting the importance of blood products. Besides, blood products with high technology, high investment, and scarcity are of high clinical value. They are also subject to national supervision, which means that the entry barriers are high. Therefore, blood products market undoubtedly belong to the field of high-quality investment.

Industry Report - Insights on China Blood Product Industry

1. Industry viewpoints:<ul>
<li>The National Healthcare Security Administration (NHSA) released new interim procedures about the medical insurance coverage for the retail pharmacies, which will come into effect on February 1st, 2021.</li>
<li>The epidemic since the end of 2019 has brought a large demand for blood products.</li>
<li>With the improvement of affordability, the expansion of medical insurance coverage and the increase of R&amp;D investment, the biological drug market size is expected to further expand.</li>
</ul>2. Company news:News about the progress of new drugs and new license agreement of Fosun Kite, <a href="https://www.smartkarma.com/entities/beigene-ltd" target="_blank" data-smartkarma-citation="entities:27352:1" rel="noopener">BeiGene Ltd (6160 HK)</a>, <a href="https://www.smartkarma.com/entities/innovent-biologics-inc" target="_blank" data-smartkarma-citation="entities:27452:1" rel="noopener">Innovent Biologics Inc (1801 HK)</a> and <a href="https://www.smartkarma.com/entities/betta-pharmaceuticals-co-ltd" target="_blank" data-smartkarma-citation="entities:25883:1" rel="noopener">Betta Pharmaceuticals (300558 CH)</a>.3. Market review:Last week, stock price for healthcare sector in A share decreased 2.41%, while CSI 300 decreased 0.68% over the same period of time.4. Risk disclosure:Policy risk, R&amp;D risk, Company risk and COVID-19 risk.

1. Industry viewpoints:
The National Healthcare Security Administration (NHSA) released new interim procedures about the medical insurance coverage for the retail pharmacies, which will come into effect on February 1st, 2021.
The epidemic since the end of 2019 has brought a large demand for blood products.
With the improvement of affordability, the expansion of medical insurance coverage and the increase of R&amp;D investment, the biological drug market size is expected to further expand.
2. Company news:News about the progress of new drugs and new license agreement of Fosun Kite, BeiGene Ltd (6160 HK), Innovent Biologics Inc (1801 HK) and Betta Pharmaceuticals (300558 CH).3. Market review:Last week, stock price for healthcare sector in A share decreased 2.41%, while CSI 300 decreased 0.68% over the same period of time.4. Risk disclosure:Policy risk, R&amp;D risk, Company risk and COVID-19 risk.

China

Shanghai RAAS Blood Products Co., Ltd. produces blood products. The Company develops and manufactures human albumin, human immunoglobulin, coagulation factors, tetanus human immunoglobulin, and other products. Shanghai RAAS Blood Products markets its products throughout China.

Shanghai RAAS Blood Products C (002252 CH)

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Shanghai RAAS Blood Products C (002252 CH)

China Healthcare Weekly (July.16)

The article mainly analyzed China's plan to accelerate the construction of plasma stations, promising outlook of medical IT industry...

Xinyao (Criss) Wang

Industry Report - Insights on China Blood Product Industry

This article analyzed the insights on China blood products market in terms of market potential, industry characteristics, the review of blood...

Xinyao (Criss) Wang

China Healthcare Weekly (Jan.15)

This article analyzed the new interim procedures released by NHSA, trend of blood products and biological drug market, and also include company...

Xinyao (Criss) Wang

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52-week Range

Market Cap (USDm)

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