Wuxi XDC Placement - Following Biologics Playbook, past Deals Have Been Mixed
WuXi AppTec (2359 HK) aims to raise around US$250m via selling around 3.5% stake in WuXi XDC Cayman (2268 HK). In this note, we talk about the deal...
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Wuxi XDC Placement - A Repeat of Biologics Placement Saga, Last Deal Did Well
WuXi AppTec (2359 HK) aims to raise around US$150m via selling around 3% stake in WuXi XDC Cayman (2268 HK). It has sold earlier in Nov 24 as well.
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Medtide (泰德医药) IPO: Aggressive Valuation
Chinese CDMO Medtide launches IPO in Hong Kong to raise up to US$66m. We think its valuation and guidance are aggressive despite being a niche...
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WuXi XDC Cayman: The Stock Still Trades at a Premium Multiple, Lack of Upside Catalysts
WuXi XDC Cayman stock rebounded strongly and trades above IPO offer price of HK$20.60. In my insight, I discuss the company’s valuation and...
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WuXi XDC Cayman (2268.HK) 24H1- High Growth of ADC Market Ensures Investment Logic, but Risks Remain
Global ADC market growth ensures short-term performance stability,but WuXi XDC faces challenges due to factors beyond its control.Geopolitical...
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