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HK/China Healthcare Analyst (ex-Fosun Pharma)

Xinyao (Criss) Wang

Equity Bottom-Up

<ul>
<li>For RC18, it depends on whether RemeGen can seize this short period of strategic opportunities to further establish its leading position. The situation faced by RC48 is much more complex.</li>
<li>From the current situation, it’s very challenging for RemeGen to evolve into biopharma.That is to say, RemeGen’s future positioning is still likely to remain a biotech, which limits valuation expansion.</li>
<li>Even based on conservative forecast, there’s still decent upside potential. We're bullish on RemeGen. Due to unfriendly macro, investors may need to consider the potential downside risks when going long.</li>
</ul>


For RC18, it depends on whether RemeGen can seize this short period of strategic opportunities to further establish its leading position. The situation faced by RC48 is much more complex.
From the current situation, it’s very challenging for RemeGen to evolve into biopharma.That is to say, RemeGen’s future positioning is still likely to remain a biotech, which limits valuation expansion.
Even based on conservative forecast, there’s still decent upside potential. We're bullish on RemeGen. Due to unfriendly macro, investors may need to consider the potential downside risks when going long.


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