China Healthcare Weekly (July.14) - CXO's Disputed Business Model, Remegen Shares Plunged, Kelun Bio
​China CXOs prioritize investment over R&D, leading to potential conflicts of interest. Investors challenged RemeGen due to poor outlook. After...
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Emcure Pharma Pre-IPO Trading - Strong Subscription, Will Pop
Emcure Pharmaceuticals raised around US$240m in its India IPO. Subscription rates were strong for institutional and HNI tranche.
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Kelun-Biotech IPO Lock-Up Expiry - Strong Performance Leaves Pre-IPO Investors with Large Gains
Kelun Biotech (KB) raised around US$170m in its IPO in July 2023, the lockup on its pre-IPO shareholders is set to expire soon.
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Emcure Pharmaceuticals Pre-IPO - Refiling Updates and Valuations
Emcure Pharmaceuticals is looking to raise around US$240m in its upcoming India IPO. In this note, we talk about valuations.
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Mainland Connect NORTHBOUND Flows (To 14 June 2024): Large Tech Buying, Large Consumer Selling
Mainland Connect NORTHBOUND flows this past 4-day week were heavily to the sell side. Consumer Staples/Discretionary were HUGE net sells. Tech was...
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