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.

WuXi XDC (2268.HK): 1H26 Results Call Takeaways: GPM Outlook, Singapore Site, BioDlink Integration

Innovent (1801.HK): 1H26 Another Strong Set of Results; Unveiled New 2030 Revenue Target RMB35-40bn

InSilico Medicine 3696.HK - 1H26 Results Call Takeaways: BD Deals, AI “Gym” Execution, PCC Momentum

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

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

Thematic (Sector/Industry)

China Health care / Thematic (Sector/Industry)

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Genscript delivered a strong set of 1H26 results, driven by AI demands. Kelun Bio, CSPC, Sino Biopharm delivered positive 1H26 results, thanks to revenue ramp-up from innovative drugs and BD</li>
<li>Hengrui missed its 2Q26 results, dragged down by generic drugs (-17% QoQ to RMB2.3bn) and moderating growth from oncology segment (-6% YoY). Yet, we are positive on its pipeline progress</li>
<li>Other updates from this week include Zai Lab/Argenx, Hutchmed/AstraZeneca, and EyePoint/Betta Pharma...
</li>
</ul>



Genscript delivered a strong set of 1H26 results, driven by AI demands. Kelun Bio, CSPC, Sino Biopharm delivered positive 1H26 results, thanks to revenue ramp-up from innovative drugs and BD
Hengrui missed its 2Q26 results, dragged down by generic drugs (-17% QoQ to RMB2.3bn) and moderating growth from oncology segment (-6% YoY). Yet, we are positive on its pipeline progress
Other updates from this week include Zai Lab/Argenx, Hutchmed/AstraZeneca, and EyePoint/Betta Pharma...



Sichuan Kelun-Biotech Biopharmaceutical (6990 HK)

China Healthcare Weekly Wrap (17-21 Aug)