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
- 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
- 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
- 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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