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.

Iambic Tx IPO First-Read: AI Models Enchant/NeuralPLexer, IAM1363 (Type II HER2i), Partnerships

China Healthcare Weekly Wrap (28 Sep - 2 Oct)

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

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

Equity Bottom-Up

<ul>
<li>1H26 results driven by BD deals (including the collaboration with Lilly). 9 deals secured YTD, with total deal value of US$7.3bn. 2026E revenue guidance (USD150-200m) remains intact.</li>
<li>Management provided no further guidance. We believe the stock narrative hinges on: 1) BD deal flows, 2) pipeline: PCC momentum + (early) readouts, 3) new biz model MIAA Gym execution</li>
<li>See inside for 1H26 results call takeaways, pipeline updates, and P&amp;L analysis.</li>
</ul>


1H26 results driven by BD deals (including the collaboration with Lilly). 9 deals secured YTD, with total deal value of US$7.3bn. 2026E revenue guidance (USD150-200m) remains intact.
Management provided no further guidance. We believe the stock narrative hinges on: 1) BD deal flows, 2) pipeline: PCC momentum + (early) readouts, 3) new biz model MIAA Gym execution
See inside for 1H26 results call takeaways, pipeline updates, and P&amp;L analysis.


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

Insilico Medicine

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