bearish
Wuxi Biologics
China Healthcare Weekly (Nov25)-Wuxi Biologics, Valuation Logic Changed by NRDL, Biotech Model Fails
NRDL negotiation completely changes the valuation logic of innovative drug. We've some concerns about WuXi Bio's new business updates. The model capital mkt envisioned for biotech doesn’t work anymore
Equity Bottom-Up
346 Views, 27 Nov 2022 09:03
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Xinyao (Criss) Wang
HK/China Healthcare Analyst (ex-Fosun Pharma)
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