[Blue Lotus Sector Update]: Solid Companies Starting to Rise from the Ashes
​China's drug sector is driven by liquidity, with limited investment choices. Akeso and BeiGene are recommended as buy options, while RemeGen,...
648 Views
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...
586 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...
505 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.
457 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...
686 Views