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INSIGHT PROVIDER
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Wilfred Yuen
Healthcare Analyst
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Location:
Hong Kong
Joined:
16 June 2026
32
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bullish
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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)...
Wilfred Yuen
78 Views
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bullish
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Thematic (Sector/Industry)
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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;...
Wilfred Yuen
94 Views
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bullish
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Iambic Therapeutics
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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...
Wilfred Yuen
97 Views
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bullish
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Thematic (Sector/Industry)
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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...
Wilfred Yuen
95 Views
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bullish
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Thematic (Sector/Industry)
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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:...
Wilfred Yuen
100 Views
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