In today’s briefing:
- China Healthcare Weekly (Aug.12)-AI Drug Discovery, License-In Mode Valuation, Pet Medical Equipment
- GEM Weekly (12 Aug 2022): China Inflation, Malaysia GDP; Baidu, Samsung Electronics, Alibaba, Naver
China Healthcare Weekly (Aug.12)-AI Drug Discovery, License-In Mode Valuation, Pet Medical Equipment
- While AI has had a profound impact in image recognition,there has been little comparable progress in drug discovery, far from the current levels of investment and expectations in this sector.
- The success of license-in model must be based on the appropriate valuation level. The ultimate parameter to measure a drug company based on license-in model is its cash flow status.
- Pet medical equipment is not subject to the negative policy impact of centralized procurement. Together with high demand, it is expected to become the second growth curve of enterprises.
GEM Weekly (12 Aug 2022): China Inflation, Malaysia GDP; Baidu, Samsung Electronics, Alibaba, Naver
- The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of the Global Emerging Markets equity indices.
- Macro data points:Chinese PPI and CPI, Malaysian GDP growth
- Companies mentioned:Baidu (9888 HK), Samsung Electronics (005930 KS), Alibaba Group (9988 HK), Softbank Group (9984 JP), Naver Corp (035420 KS)
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