Daily Brief Health Care: AIM Vaccine, Resmed Inc and more

In today’s briefing:

China Healthcare Weekly (Mar.31) – 8th National VBP Result, Chinese Patent Medicine VBP, AIM Vaccine
ResMed Inc.: Initiation of Coverage – Recent Acquisitions & Other Key Drivers
ResMed Inc.: Detailed Credit Analysis & Financial Strength Evaluation Report

China Healthcare Weekly (Mar.31) – 8th National VBP Result, Chinese Patent Medicine VBP, AIM Vaccine

The 8th national VBP released results, with an average price reduction of 56%. On the whole, the peak period of the impact of VBP on pharmaceutical companies has passed.
VBP document of Chinese patent medicines was released, which would affect a market with scale of RMB300 billion. Enterprises with rich product matrices/new products can better cope with this VBP.
For AIM, we listed several key points. Since the management are more interested in short term capital gains rather than developing a superior portfolio, AIM doesn’t have long-term investment value.

This is our first report on ResMed, a leading medical equipment company that specializes in the treatment of sleep apnea and other respiratory disorders.
The company delivered financial results in the last quarter with revenues below par but managed an earnings beat.
In this report, we have carried out a fundamental analysis of the historical financial statements of the company.

ResMed is a leading medical technology player that specializes in the treatment of sleep apnea and other respiratory disorders.
Globally, the demand for masks increased significantly, which is indicative of a post-COVID pandemic knowledge of the value and necessity of respiratory hygiene and respiratory health.
Baptista Research looks to evaluate the different credit strengths and credit risks of the company as well as a line-by-line analysis of the financial statements of the company for the past four years.

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