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.

China Healthcare Weekly (Jun.10) - Medical Service Price Reform, Medical Device CXO, Lockdown Lifted

Pre-IPO Beijing Yuanxin Technology Group - Conservative About the Outlook

China Healthcare Weekly (Jun.17)- Digital Healthcare New Policy,mRNA Dilemma, Drug Supply Disruption

Pre-IPO Mega Genomics - Immature Market and Over-Reliance on Meinian Put Future Performance in Doubt

Pre-IPO Infervision Medical Technology - Insights on Industry, Business and Concerns

Beijing Airdoc Technology (2251.HK) - Here Are the Concerns

Gravity Works As WeWork Doesn't; Now Plan B

Equity Capital Markets

Shukun (Beijing) Technology / Equity Capital Markets

Shukun (Beijing) Technology (1702626D CH)

<ul>
<li>China's AI medical imaging industry is still in its infancy, and needs to face industry supervision, data safety, potential compliance issues, doubts on commercialization prospects, NRDL coverage and increasing competition. </li>
<li>Shukun has its obvious technical advantage, rich product portfolio and many registration certificates, but the Company's path to commercialization and profitability still remains to be seen.</li>
<li>Infervision and Airdoc could be the benchmark companies. Considering the strength, the moat, and the potential of Shukun, its valuation could be higher than Infervision and Airdoc.</li>
</ul>


China's AI medical imaging industry is still in its infancy, and needs to face industry supervision, data safety, potential compliance issues, doubts on commercialization prospects, NRDL coverage and increasing competition. 
Shukun has its obvious technical advantage, rich product portfolio and many registration certificates, but the Company's path to commercialization and profitability still remains to be seen.
Infervision and Airdoc could be the benchmark companies. Considering the strength, the moat, and the potential of Shukun, its valuation could be higher than Infervision and Airdoc.


Shanghai Pulse Medical Technology (PMT HK)

Pre IPO Shukun Technology - Obvious Strength in Technology/Products but Commercialization Is the Key