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.

Concerns and Outlook on China Neuro-Interventional Industry

China Healthcare Weekly (Jan.28) - 7th National VBP, Taking History as a Mirror, Confidence Rebuilt

Peijia Medical (9996.HK) Vs Venus MedTech (2500.HK) Vs CardioFlow (2160.HK)-Pain Points and Solution

Gravity Works As WeWork Doesn't; Now Plan B

Equity Capital Markets

HeMo Bioengineering / Equity Capital Markets

<ul>
<li>It is worth rejoicing that <a href="https://www.smartkarma.com/entities/hemo-bioengineering-limited" target="_blank" data-smartkarma-citation="entities:34169:1" rel="noopener">HeMo Bioengineering (HMB HK)</a> has entered commercialization stage, but some of the key products are in-licensed from other companies, not self-developed.</li>
<li>In front of fierce competition and policy impact, how to establish its high moat in R&amp;D, innovation and commercialization capability would be the key factors to support long-term development.</li>
<li>Our view is that opportunities coexist with challenges, and investors should also pay attention to the market sentiment towards new IPOs at that time.</li>
</ul>


It is worth rejoicing that HeMo Bioengineering (HMB HK) has entered commercialization stage, but some of the key products are in-licensed from other companies, not self-developed.
In front of fierce competition and policy impact, how to establish its high moat in R&amp;D, innovation and commercialization capability would be the key factors to support long-term development.
Our view is that opportunities coexist with challenges, and investors should also pay attention to the market sentiment towards new IPOs at that time.


Shanghai HeartCare Medical Technology (6609 HK)

Zylox-Tonbridge Medical Technology (2190 HK)

Pre-IPO HeMo Bioengineering - Insights on Industry, Business and Concerns