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...
464 Views
[Blue Lotus Daily]: LI/XPEV/NIO/TSLA/ATAT/HTHT/ZLAB/ACMR/CPNG/BABA/PDD/BEKE
Coupang prioritizes growth over profitability, Tesla increases prices for Model 3 and Model Y, ZLAB's Q3 revenue falls short of estimates.
435 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...
647 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...
473 Views
China TMT Update-Zlab/BILI/Tencent/NetEase-The Latest Batch of Game Code/Umamusume: Pretty Derby
Novecure's TTF Phase III trial failed to reach end point, negative for ZLAB;"Shining! Umamusume: Pretty Derby" launched by Bilibili on August 29;...
558 Views