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.

Chunlizhengda Medical Instruments (1858.HK) - Conservative About the Outlook

Shenzhen Chipscreen Biosciences (688321.CH) - Risks Outweigh Opportunities

Chunlizhengda Medical Instruments (1858.HK/688236.CH) - 2023 Full-Year Results May Be Disappointing

Shanghai Junshi Bioscience (1877.HK) - Will Junshi Progress or Go Backwards Instead?

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

Shanghai Junshi Bioscience - Here Are the Challenges

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Equity Bottom-Up

Shanghai Junshi Biosciences  / Equity Bottom-Up

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<li>
<a href="https://www.smartkarma.com/entities/shanghai-junshi-bioscience-h" target="_blank" data-smartkarma-citation="entities:27760:1" rel="noopener">Shanghai Junshi Bioscience Co. Ltd. (1877 HK)</a> announced that it has terminated its PD-1 commercialization partnership with AstraZeneca. Lower-than-expected sales performance is seen as the key reason.</li>
<li>Junshi's commercialization team is the weakest among the domestic Top Four.As the FDA's attitude may have changed, the logic of exporting innovative domestic drugs to foreign markets could be shaken.</li>
<li>Given the poor financing environment,it's challenging for Junshi to afford large investment in R&amp;D and licensing deals by just relying on cash in hand and cashflow generating from commercialized products.</li>
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Shanghai Junshi Bioscience Co. Ltd. (1877 HK) announced that it has terminated its PD-1 commercialization partnership with AstraZeneca. Lower-than-expected sales performance is seen as the key reason.
Junshi's commercialization team is the weakest among the domestic Top Four.As the FDA's attitude may have changed, the logic of exporting innovative domestic drugs to foreign markets could be shaken.
Given the poor financing environment,it's challenging for Junshi to afford large investment in R&amp;D and licensing deals by just relying on cash in hand and cashflow generating from commercialized products.


Shanghai Junshi Bioscience (1877.HK/688180.CH) - Behind the “break Up” with AstraZeneca