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.

Key Takeaways from WCLC 2026: Akeso/SMMT, Hansoh/GSK, MediLink/Roche, RemeGen/AbbVie...

China Biotech/Pharma Sector: 1H26 Results Wrap and Pipeline Catalyst Table

China Healthcare Weekly Wrap (31 Aug - 4 Sep)

Akeso 9926.HK: 1H26 Results Missed on Topline; Upcoming Events on Harmoni-3 Readout and FDA PDUFA

Thematic (Sector/Industry)

China Health care / Thematic (Sector/Industry)

<ul>
<li>
Insilico Medicine's AI-discovered drug rentosertib reverses aging markers in a 42-patient trial. GenScript Biotech proposes US$300m share placing for capex of AI drug discovery (AIDD).</li>
<li>Early/Mid-Stage asthma results updates from two long-acting TSLP-targeting monoclonal and bispecific antibody: 1) Windward/HBM: ultra-long-acting TSLP mab HBM9378; 2) Belenos/Keymed: TSLP/IL-13 bispecific BEL512</li>
<li>
SBP to buy additional 5% equity stake in its core subsidiary CTTQ; SMMT, BeOne, Ollin/Innovent updated phase 3 studies in clnicaltrial.gov for ivonescimab, B7H4 ADC, and VEGF/Ang blab, respectively...</li>
</ul>



Insilico Medicine's AI-discovered drug rentosertib reverses aging markers in a 42-patient trial. GenScript Biotech proposes US$300m share placing for capex of AI drug discovery (AIDD).
Early/Mid-Stage asthma results updates from two long-acting TSLP-targeting monoclonal and bispecific antibody: 1) Windward/HBM: ultra-long-acting TSLP mab HBM9378; 2) Belenos/Keymed: TSLP/IL-13 bispecific BEL512

SBP to buy additional 5% equity stake in its core subsidiary CTTQ; SMMT, BeOne, Ollin/Innovent updated phase 3 studies in clnicaltrial.gov for ivonescimab, B7H4 ADC, and VEGF/Ang blab, respectively...


China Healthcare Weekly Wrap (7-11 Sep)