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.

About the CXO Plunge After Biden Signed National Biotechnology and Biomanufacturing Initiative

WuXi AppTec (603259.CH/2359.HK) - Behind the Proposed Disposal of A Shares

WuXi AppTec (603259.CH/2359.HK) 22Q3- It’s Too Early to Think That The Past Rapid Growth Has Resumed

Wuxi Biologics (2269.HK) - Removed from UVL, but the Crisis Is Not Over

Joinn Laboratories (6127.HK) 22H1 - It's Time to Face Reality Before the Magic of Monkeys Disappears

Equity Bottom-Up

<ul>
<li>WuXi AppTec announced its proposed disposal of A Shares again. Investors're worried about the signal behind - Performance growth has reached certain limit. There’s the possibility of a turning point.</li>
<li>Such proposed disposal (regardless of share price) could continue to weigh on the valuation performance of the whole CXO sector - There is still “bubble” in share price.</li>
<li>In fact, Li Ge (Founder of WuXi AppTec) knows CXO industry much better than anyone, when he decides to resolutely reduce his shareholding, it is very telling. </li>
</ul>


WuXi AppTec announced its proposed disposal of A Shares again. Investors're worried about the signal behind - Performance growth has reached certain limit. There’s the possibility of a turning point.
Such proposed disposal (regardless of share price) could continue to weigh on the valuation performance of the whole CXO sector - There is still “bubble” in share price.
In fact, Li Ge (Founder of WuXi AppTec) knows CXO industry much better than anyone, when he decides to resolutely reduce his shareholding, it is very telling. 


WuXi AppTec（603259.CH/2359.HK） - A株売却提案に関する解釈