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

Ping An Healthcare and Technology (1833.HK) - Untenable Business Model Worsen the Logic and Outlook

Pre-IPO MicroPort NeuroTech - The Industry, the Business and the Concern

Gravity Works As WeWork Doesn't; Now Plan B

Thematic (Sector/Industry)

China Healthcare equipment and services / Thematic (Sector/Industry)

<ul>
<li>The 7th national VBP is about to start. The competition would be more intense. Due to the adjustment of bidding rules, it’s more difficult for companies to win at high price.</li>
<li>Recently, the State released an exposure draft stipulating that third-party digital healthcare platforms shall not directly participate in online drug sales activities. We analyzed the impact.</li>
<li>National Health Commission issued a new document to remove the threshold for the qualification of medical institutions on OK lens business, which could lead to accelerated development of this industry.</li>
</ul>


The 7th national VBP is about to start. The competition would be more intense. Due to the adjustment of bidding rules, it’s more difficult for companies to win at high price.
Recently, the State released an exposure draft stipulating that third-party digital healthcare platforms shall not directly participate in online drug sales activities. We analyzed the impact.
National Health Commission issued a new document to remove the threshold for the qualification of medical institutions on OK lens business, which could lead to accelerated development of this industry.


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