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.

China Healthcare Weekly (Jun.17)- Digital Healthcare New Policy,mRNA Dilemma, Drug Supply Disruption

China Healthcare Weekly (Jun.24)-7th National VBP, Online Pharmacy New Policy, OK Lens Rules Relaxed

Pre IPO Shukun Technology - Obvious Strength in Technology/Products but Commercialization Is the Key

Pre-IPO Mega Genomics - Immature Market and Over-Reliance on Meinian Put Future Performance in Doubt

China Healthcare Weekly (Jun.3) - Blood Products VBP, Burn/Market Cap Ratio, Longer Recovery Cycle

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

Thematic (Sector/Industry)

Hong kong Healthcare equipment and services / Thematic (Sector/Industry)

<ul>
<li>The key task of medical system reform in 2022 is to promote service price reform. There would be overall medical service price increase, but not all hospitals would be benefit.</li>
<li>The primary market financing of medical device CXO industry has become very hot in the past two years, but it could be challenging to form a complete industrial chain.</li>
<li>The lifting of lockdown in Shanghai/Beijing significantly reduces the pressure on supply chain and hospital operations. However, there would still be lockdown in places where positive cases are found. </li>
</ul>


The key task of medical system reform in 2022 is to promote service price reform. There would be overall medical service price increase, but not all hospitals would be benefit.
The primary market financing of medical device CXO industry has become very hot in the past two years, but it could be challenging to form a complete industrial chain.
The lifting of lockdown in Shanghai/Beijing significantly reduces the pressure on supply chain and hospital operations. However, there would still be lockdown in places where positive cases are found. 


China Healthcare Weekly (Jun.10) - Medical Service Price Reform, Medical Device CXO, Lockdown Lifted