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

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

Hutchmed (13.HK): 1H26 Call Takeaway: 2026 Guidance Intact; 2H Catalysts: SAFFRON, ATTC BD, R&D Day

China Healthcare Weekly Wrap (20-24 July)

Akeso (9926.HK): SMMT 2Q26 Call Takeaways on Ivonescimab

Thematic (Sector/Industry)

China Health care / Thematic (Sector/Industry)

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<li>
Hutchmed 1H26 showed continued China sales recovery and strong ex-US Fruzaqla growth. CSPC and Antengene announced positive profit alert for 1H26, thanks to their respective deals' upfront payments</li>
<li>
Kelun's TROP2 ADC sac-TMT gained NMPA review for 6th indication 1L TNBC; AstraZeneca's CLDN18.2 ADC (licensed from Keymed/Lepu) hit dual primary endpoint OS in global phase 3 study in GC/GEJ </li>
<li>Other news and updates include Qyuns Therapeutics, Legend Biotech, Innocare
</li>
</ul>



Hutchmed 1H26 showed continued China sales recovery and strong ex-US Fruzaqla growth. CSPC and Antengene announced positive profit alert for 1H26, thanks to their respective deals' upfront payments

Kelun's TROP2 ADC sac-TMT gained NMPA review for 6th indication 1L TNBC; AstraZeneca's CLDN18.2 ADC (licensed from Keymed/Lepu) hit dual primary endpoint OS in global phase 3 study in GC/GEJ 
Other news and updates include Qyuns Therapeutics, Legend Biotech, Innocare



Sichuan Kelun-Biotech Biopharmaceutical (6990 HK)

China Healthcare Weekly Wrap (27-31 July)