Daily BriefsHealthcare

Daily Brief Health Care: 3SBio Inc, MedSci Healthcare Holdings, Agilent Technologies and more

In today’s briefing:

  • 3SBio Inc (1530 HK): Hair Product Acts as the Savior; Marginal Growth of Flagship Drug
  • Pre-IPO MedSci Healthcare Holdings – The Investment Logic, the Business Analysis and the Risks
  • Agilent Technologies: Key Drivers

3SBio Inc (1530 HK): Hair Product Acts as the Savior; Marginal Growth of Flagship Drug

By Tina Banerjee

  • Mandi, OTC alopecia drug of 3SBio Inc (1530 HK), reported revenue growth of 42% y/y in 1H22 and gained 70bps market share over the last six months.
  • With the resurgence of COVID-19 in China interrupting the regular operations of outpatient services at medical institutions, 3SBio’s performance is expected to be affected in near-term.
  • 3SBio is preparing to launch its new drug nalfuraphine hydrochloride orally disintegrating tablets for liver and kidney disease pruritus in China.

Pre-IPO MedSci Healthcare Holdings – The Investment Logic, the Business Analysis and the Risks

By Xinyao (Criss) Wang

  • The large physician network is actually the cornerstone for MedSci Healthcare (MHH HK)’s precision omni-channel marketing solutions and RWS solutions, and also the key to support the overall investment logic.
  • In fierce competition, how to retain physician network for a long time, convert them into business value continuously and achieve the high growth trend expected by the market is challenging.
  • In terms of valuation, MedSci’s valuation could be higher than Medlive due to its stronger physician platform solutions business and medical professional network, but could be lower than HUAYIWANG. 

Agilent Technologies: Key Drivers

By Baptista Research

  • Agilent performed well in the fourth quarter and its revenues as well as earnings were vastly exceeding its forecasts as well as market expectations.
  • Revenue for the Agilent CrossLab Group in the fourth quarter was $381 million.
  • With each of their three business areas expanding by double digits for the year, Agilent have shown a broad-based strength.

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