China Healthcare Weekly (Dec.1) - Medical Device VBP, Biotech to Breakeven Soon, Orient Gene Biotech
VBP result for intraocular lens/sports medicine consumables is better than expected.There’s a chance to see Chinese Biotech turn loss into profits...
705 Views
China Healthcare Weekly (Nov.17) - 2023 NRDL Negotiation, Financing Data Won't Lie, Intco Medical
The 2023 NRDL negotiation has officially begun since Friday. Based on 23Q3 data, financing environment in China and overseas markets is far from...
616 Views
Zai Lab (9688.HK/ZLAB.US) 2022/2023Q1 - The True Colors and the Risks Behind
In the insight, we analyzed major investment logic flaws of Zai Lab. As we expected, the company's performance is not ideal. The license-in model...
759 Views
LianBio (LIAN.US) - Some Points Worth the Attention
LianBio's pipeline is good, but there’s an “insurmountable obstacle” to license-in mode, making it hard to be breakeven. Approval of Mavacamten is...
664 Views
Pre-IPO Laekna (PHIP Updates) - Some Key Points Worth the Attention
Laekna's core products would face different challenges, which makes us hard to be optimistic about their prospects.As a biotech based on license-in...
584 Views