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.

LEGN: 2Q26 Call Takeaways; 2026 Profitability on Track; Next up on LB2501 (In Vivo CAR-T) Updates

China Healthcare Weekly Wrap (27-31 July)

Wuxi Apptec (2359.HK): 2Q Beat on Strong QoQ Growth in TIDES; 2026 Topline Guidance Raised by C.14%

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

Equity Bottom-Up

<ul>
<li>2Q26 results driven by continued growth of Brukinsa (+31% YoY or +14% QoQ to US$1.2bn); 2026 guidance upgrade: operating income revised up 29-33% to US$1-1.1bn on 5% raise on topline</li>
<li>2H26 key catalysts: ESMO data on PRMT5, CEA ADC, and GPC3 x 4-1BB bsAb; Mangrove (Brukinsa + rituximab in 1L MCL) global submission; multiple phase 3 initiations</li>
<li>See inside for key takeaways, upcoming events/catalysts, and company's quarterly financials.</li>
</ul>


2Q26 results driven by continued growth of Brukinsa (+31% YoY or +14% QoQ to US$1.2bn); 2026 guidance upgrade: operating income revised up 29-33% to US$1-1.1bn on 5% raise on topline
2H26 key catalysts: ESMO data on PRMT5, CEA ADC, and GPC3 x 4-1BB bsAb; Mangrove (Brukinsa + rituximab in 1L MCL) global submission; multiple phase 3 initiations
See inside for key takeaways, upcoming events/catalysts, and company's quarterly financials.


BeOne (ONC.US): 2Q Results Call Takeaway; 2026 Guidance Raised on Strength of Brukinsa; Next up ESMO