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.

Moderna Inc (MRNA US) - What Would Happen After Moderna Enters China?

China Healthcare Weekly (Jul.14)-TCM Demand Switch, 8% Benchmark Growth Rate, GLP-1 Change Game Rule

China Population Policies Impact on Healthcare Companies Series - Part 1

China Healthcare Weekly (Jun.23) - National TCM VBP Results, CDE Changes Game Rule, Hua Medicine

China Healthcare Weekly (Jun.30)-Surgical Robots, Medical Equipment New Policy, Pfizer's Frustration

Pre-IPO Kelun Biotech (PHIP Updates) - Some Points Worth the Attention

Wuxi Biologics (2269.HK) - Investor Day Brings New Surprises

Equity Bottom-Up

<ul>
<li>NHSA released the new NRDL negotiation rules of innovative drugs. Some adjustments will bring certain benefits to innovative drugs, but the overall impact will not be as good as expected. </li>
<li>Beijing announced that 16 assisted reproduction technologies will be covered by medical insurance reimbursement from July 1. This policy should benefit companies in the assisted reproduction industry chain.</li>
<li>We analyzed the key flaws of <a href="https://www.smartkarma.com/entities/kintor-pharmaceutical" target="_blank" data-smartkarma-citation="entities:28884:1" rel="noopener">Kintor Pharmaceutical (9939 HK)</a>, and we remain skeptical about this company.</li>
</ul>


NHSA released the new NRDL negotiation rules of innovative drugs. Some adjustments will bring certain benefits to innovative drugs, but the overall impact will not be as good as expected. 
Beijing announced that 16 assisted reproduction technologies will be covered by medical insurance reimbursement from July 1. This policy should benefit companies in the assisted reproduction industry chain.
We analyzed the key flaws of Kintor Pharmaceutical (9939 HK), and we remain skeptical about this company.


Livzon Pharmaceutical Group In (000513 CH)

中国ヘルスケアウィークリー（7月7日） - NRDLの新交渉ルール、生殖補助医療費の支払い、キンター