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Wilfred Yuen

Wilfred Yuen
Healthcare Analyst

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Health Care • Equity Bottom-Up • Thematic (Sector/Industry)
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•11 Oct 2026 21:56

China Healthcare Weekly Wrap (5-9 Oct)

Key news this week: 1) Arrivent's ph3 lung cancer study flop, 2) efgartigimod (argenx/ZLAB) discontinued in a ph3 study in Sjogren’s disease, 3)...

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•03 Oct 2026 19:44

China Healthcare Weekly Wrap (28 Sep - 2 Oct)

Strong deal flows this week: 1) Abogen/Novartis on in vivo mRNA TCE; 2) Scibrunch/Merck on Kras G12D, 3) Hengrui/Novo on weekly oral GLP-1/GIP;...

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bullish•Iambic Therapeutics
•30 Sep 2026 16:24

Iambic Tx IPO First-Read: AI Models Enchant/NeuralPLexer, IAM1363 (Type II HER2i), Partnerships

NVIDIA-backed AI drug discovery Iambic Tx filed S1 last week. Our first-take: 1) its flagship AI models Enchant/NeuralPLexer, 2) clinical-stage...

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•26 Sep 2026 14:08

China Healthcare Weekly Wrap (21-25 Sep)

We highlight 1) key studies to watch for upcoming October's ESMO updates, 2) deal flows Innocare/Lilly, BoomRay/Novartis, Earendil Labs...

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•19 Sep 2026 11:33

China Healthcare Weekly Wrap (14-18 Sep)

Key news over the week: 1) WCLC cancer conference updates, 2) AI news flows (TuneLab/Genscript, Harbour Bio, ByteDance's Anew Labs), 3)others:...

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