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.

Sino Biopharm (1177.HK): Call Takeaways on BD Deals with AstraZeneca and GSK

China Healthcare Weekly Wrap (13-17 July)

China Healthcare Weekly Wrap (22-26 June)

Jacobio (1167.HK): CEO Meeting Takeaways and Pipeline Updates/Analysis

China Healthcare Weekly Wrap (15-21 June)

Thematic (Sector/Industry)

China Health care / Thematic (Sector/Industry)

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<li>This week we saw 3 licensing deals from China biopharma: 1) CSPC/AstraZeneca on siRNA drug discovery, 2) Insilico Medicine/Takeda on AI drug discovery, 3) Metis TechBio/Deerfield’s Boulevard Bio on a trispecific TCE</li>
<li>
Innovent expands its China commercial portfolio by adding Lilly’s CDK4/6 inhibitor Verzenios; Fosun licenses China right of Junshi’s near-approval IL-17A drug for psoriasis</li>
<li>US House Committee to launch national security investigations into 5 big pharmas for clinical trials at Chinese military sites; Other companies update include Hutchmed, Abbisko, BeOne, Hengrui </li>
</ul>


This week we saw 3 licensing deals from China biopharma: 1) CSPC/AstraZeneca on siRNA drug discovery, 2) Insilico Medicine/Takeda on AI drug discovery, 3) Metis TechBio/Deerfield’s Boulevard Bio on a trispecific TCE

Innovent expands its China commercial portfolio by adding Lilly’s CDK4/6 inhibitor Verzenios; Fosun licenses China right of Junshi’s near-approval IL-17A drug for psoriasis
US House Committee to launch national security investigations into 5 big pharmas for clinical trials at Chinese military sites; Other companies update include Hutchmed, Abbisko, BeOne, Hengrui 


China Healthcare Weekly Wrap (29 Jun - 3 July)