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(Oct.29)-Logic of CAR-T,New Stage For Vaccine Industry,Autoimmune Drug Market

China Healthcare Weekly (Nov.5) - Final Two Domestic Policy Risks, Outlook of China CXO Industry

China Healthcare Weekly (Nov.12)-Medical Insurance Negotiation,Spring Coil VBP,Valuation Upside Down

JW Therapeutics - Concerns Are in the Short Term but Still Promising in the Long Term

InnoCare Pharma Ltd (9969.HK) - Risk of Becoming Mediocre

Pre-IPO CARsgen Therapeutics - Insights on Pipeline and Challenges

Jiangsu Hengrui Medicine (600276.CH) - The Concerns and the Outlook

Innovent Biologics (1801.HK) - The Strength and the Concerns

Equity Bottom-Up

<p>On September 3, 2021, <a href="https://www.smartkarma.com/entities/jw-therapeutics" target="_blank" data-smartkarma-citation="entities:29679:1" rel="noopener">JW Therapeutics (2126 HK) </a>announced that its CAR-T product JWCAR029 (relma-cel) got the approval from the NMPA for market launch, which became the second CAR-T product approved in China after Fosun Kite’s Yescarta and the sixth CAR-T product approved globally. On September 6, the Company’s share price was up about 28%, but pulled back afterwards. This insight mainly analyzed the CAR-T product JWCAR029, the commercialization outlook and the related concerns. </p>

On September 3, 2021, JW Therapeutics (2126 HK) announced that its CAR-T product JWCAR029 (relma-cel) got the approval from the NMPA for market launch, which became the second CAR-T product approved in China after Fosun Kite’s Yescarta and the sixth CAR-T product approved globally. On September 6, the Company’s share price was up about 28%, but pulled back afterwards. This insight mainly analyzed the CAR-T product JWCAR029, the commercialization outlook and the related concerns. 

JW Therapeutics(2126.HK) - 상용화에 대한 우려