Primer: Suzhou Basecare Medical (2170 HK) - Aug 2026
Pioneering Position in a High-Growth Niche: Suzhou Basecare Medical is a domestic leader in China's assisted reproductive genetic testing...
93 Views
APAC Healthcare Weekly (May 31) – Innovent Biologics, Junshi Bio, Henlius Bio, Olympus, GC Bio
Innovent stuck $10.5B outlicensing deal with Pfizer. Olympus will acquire BioProtect. Eli Lilly is acquiring GC Bio’s US affiliate. Dong-A’s...
159 Views
Pre-IPO Hangzhou Diagens Biotechnology - The Turning Point of Medical Imaging AI Has Not Arrived
Hospital/patients are not yet fully embracing medical AI, hindering commercialization.Diagens faces challenges in gaining recognition considering...
386 Views
Basecare Medical Device (2170.HK)- There's Valuation Repair Expectation, but Long-Logic Is Untenable
There’s a mismatch between the intrinsic value and market price of Basecare. But the actual market penetration could be much lower, leading to...
522 Views
Jinxin Fertility: Signs of Policy Tailwind and Valuation Dislocation
We think there's a dislocation of Jinxin Fertilities' share following the sell-off of Chinese stocks due to the policy targeting education...
319 Views