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.

Genscript (1548.HK): 1H26 Results Driven by AI Orders; Guidance Upgrades on Life-Science and Probio

Hengrui (600276.CH): 2Q26 Miss on Generic Drugs Decline and Moderating Growth of Oncology Segment

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

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

Thematic (Sector/Industry)

China Health care / Thematic (Sector/Industry)

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<li>
LEGN 2Q26 results on track, with continued robust QoQ growth of Carvykti and improved operating margin (also thanks to milestone income); catalysts in 2H: in vivo CAR-T data</li>
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Jacobio announced positive profit alert for 1H26, thanks to licensing income from AZ deal on pan-KRAS and income generated from Allist deal on KRAS G12C and SHP2</li>
<li>More updates from BeOne, Innovent, Laekna, Insilico Medicine, Allist, Impact Therapeutics...</li>
</ul>



LEGN 2Q26 results on track, with continued robust QoQ growth of Carvykti and improved operating margin (also thanks to milestone income); catalysts in 2H: in vivo CAR-T data

Jacobio announced positive profit alert for 1H26, thanks to licensing income from AZ deal on pan-KRAS and income generated from Allist deal on KRAS G12C and SHP2
More updates from BeOne, Innovent, Laekna, Insilico Medicine, Allist, Impact Therapeutics...


Shanghai Allist Pharmaceuticals (688578 CH)

China Healthcare Weekly Wrap (10-14 Aug)