HK/China Healthcare Analyst (ex-Fosun Pharma)

Xinyao (Criss) Wang

Over 15 years' experience in both finance and healthcare, covering clinic operations, investment and equity research in both China and overseas.

Pre-IPO Scivita Medical Technology - The Industry, the Business, and the Concerns

China Healthcare Weekly (Apr.29)-SH Lockdown Impact on Pharma/CXO,China Biotech Categories & Way Out

Shenzhen Mindray Bio-Medical Electronics (300760.CH) - Still a “Safe Play” Despite Growth Slowdown

InnoCare Pharma Ltd (9969.HK) - Lack of Clear Commercialization Prospects

China Healthcare Weekly (Apr.22) - TCM VBP Results, R&D Thinking Mode, Biotech Delisting

The Impact of COVID-19 and Shanghai Lockdown on China Healthcare

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Equity Bottom-Up

<ul>
<li>The quit of the centralized procurement of chemiluminescence products in Anhui directly put <a href="https://www.smartkarma.com/entities/autobio-diagnostics-co-ltd" target="_blank" data-smartkarma-citation="entities:30185:1" rel="noopener">Autobio Diagnostics (603658 CH)</a> in a passive position. The implications could be deeper and more complex than expected.</li>
<li>Autobio didn’t seize COVID-19 testing opportunities, leading to the doubts about the Company's market sensitivity and team execution, thus losing the opportunity to generate substantial cash flow for future acquisitions.</li>
<li>Together with weak internationalization business, Autobio's future performance growth could be uncertain and may not be able to support the rapid valuation expansion as expected.</li>
</ul>


The quit of the centralized procurement of chemiluminescence products in Anhui directly put Autobio Diagnostics (603658 CH) in a passive position. The implications could be deeper and more complex than expected.
Autobio didn’t seize COVID-19 testing opportunities, leading to the doubts about the Company's market sensitivity and team execution, thus losing the opportunity to generate substantial cash flow for future acquisitions.
Together with weak internationalization business, Autobio's future performance growth could be uncertain and may not be able to support the rapid valuation expansion as expected.


Shenzhen Mindray Bio-Medical Electronics (300760 CH)

Shenzhen New Industries Biomedical Engineering-A (300832 CH)

Shenzhen New Industries Biomedical Engineering-A

Autobio Diagnostics Co Ltd (603658.CH) - Logic Changes