Healthcare Analyst

Wilfred Yuen

Healthcare analyst with 12+ years’ experience in both sell-side and buy-side leadership roles, with extensive experience IPO experience and a robust network of institutional investors and corporate executives. Coverage spans biopharma, biotech, CROs, devices, and health-tech stocks, delivered through with stock/sector/thematic reports, detailed financial models, and direct corporate access.

China Healthcare Weekly Wrap (20-24 July)

Hutchmed (13.HK): 1H26 Call Takeaway: 2026 Guidance Intact; 2H Catalysts: SAFFRON, ATTC BD, R&D Day

China Healthcare Weekly Wrap (27-31 July)

China Healthcare Weekly Wrap (13-17 July)

Sino Biopharm (1177.HK): Call Takeaways on BD Deals with AstraZeneca and GSK

Equity Bottom-Up

<ul>
<li>On Harmoni squamous NSCLC, SMMT expects FPS data in "backend of 2026" and believes interim OS data in 1H27 (with follow-up of low 20s months) to be "key focal point"</li>
<li>On Harmoni-3 (2L EGFRm NSCLC post TKI), SMMT provided updated OS analysis (showing consistent HR of 0.76 for Asian and western patients). FDA PDUFA date on 14 November</li>
<li>See inside for additional SMMT takeaways (on Ivonescimab's competitions and commercial preparation) and catalyst table on ivonescimab</li>
</ul>


On Harmoni squamous NSCLC, SMMT expects FPS data in "backend of 2026" and believes interim OS data in 1H27 (with follow-up of low 20s months) to be "key focal point"
On Harmoni-3 (2L EGFRm NSCLC post TKI), SMMT provided updated OS analysis (showing consistent HR of 0.76 for Asian and western patients). FDA PDUFA date on 14 November
See inside for additional SMMT takeaways (on Ivonescimab's competitions and commercial preparation) and catalyst table on ivonescimab


Akeso (9926.HK): SMMT 2Q26 Call Takeaways on Ivonescimab