HK/China Healthcare Analyst (ex-Fosun Pharma)

Xinyao (Criss) Wang

Over 15 years' experience in both finance and healthcare, covering clinic operations, investment and equity research in both China and overseas.

Genscript Biotech (1548.HK) - The Strength and the Concerns

Genscript Biotech - Commercialized CAR-T & Strong CGT CDMO Indicate Exponential Growth in Valuation

Intco Medical Technology (300677.CH) - Declining Performance & Overcapacity Indicate Gloomy Outlook

2022 High Conviction (China Healthcare) - Seek the Relative Certainties Out of the Uncertainties

Oral COVID-19 Antivirals and the Impact on China

The CXO/Biotech Plunge and the Afterwards Investment Logic (2022)

Gravity Works As WeWork Doesn't; Now Plan B

Equity Bottom-Up

Porton Pharma Solutions / Equity Bottom-Up

<ul>
<li>Porton made a successful turnaround and the CGT business layout is also in the right direction. The US$217 million new order would improve the certainties of its 2022 performance.</li>
<li>The concerns on potential deterioration of international relations and the broken logic in CXO sector also apply to <a href="https://www.smartkarma.com/entities/porton-pharma-solutions-ltd" target="_blank" data-smartkarma-citation="entities:14201:1" rel="noopener">Porton Pharma Solutions (300363 CH)</a>, which should be aware of by investors.</li>
<li>So, there is a long way to go for Porton to truly get into the first tier. It may not be a good buying point currently considering the high valuation.</li>
</ul>


Porton made a successful turnaround and the CGT business layout is also in the right direction. The US$217 million new order would improve the certainties of its 2022 performance.
The concerns on potential deterioration of international relations and the broken logic in CXO sector also apply to Porton Pharma Solutions (300363 CH), which should be aware of by investors.
So, there is a long way to go for Porton to truly get into the first tier. It may not be a good buying point currently considering the high valuation.


Zhejiang Jiuzhou Pharmaceutica (603456 CH)

Asymchem Laboratories Tianjin (002821 CH)

Porton Pharma Solutions (300363.CH) - Not Easy to Get into the First Tier