Healthcare - China (H/A): 2026 China Conference: Day 3 Highlights – Hengrui, Giant Bio, Everest

Research evidence excerpt

Healthcare - China (H/A): 2026 China Conference: Day 3 Highlights – Hengrui, Giant Bio, Everest

APR - Healthcare Coverage Cluster

Investment rating Company BofA Ticker Bloomberg symbol Analyst

Shionogi SGIOF 4507 JP Koichi Mamegano

Shionogi SGIOY SGIOY US Koichi Mamegano

Sigma Healthcare SIGGF SIG AU Lyanne Harrison

Sino Biopharm SBMFF 1177 HK David Li

Sinopharm SHTDF 1099 HK David Li

Sonic Healthcare Limited SKHCF SHL AU Lyanne Harrison

Sysmex SSMXF 6869 JP Kei Takeuchi

Takeda Pharm. TKPHF 4502 JP Koichi Mamegano

Takeda Pharm. TAK TAK US Koichi Mamegano

Terumo TRUMF 4543 JP Ritsuo Watanabe

TigerMed HTMDF 3347 HK David Li

Torrent Pharma TOPHF TRP IN Neha Manpuria

Towa Pharmaceutical TWAPF 4553 JP Ritsuo Watanabe

Wuxi Apptec WUXIF 2359 HK David Li

Wuxi Apptec XLUHF 603259 CH David Li

Yunnan Baiyao YBAIF 000538 CH Sandra Sun

NEUTRAL

Alkem XAMLF ALKEM IN Neha Manpuria

Asahi Intecc AHICF 7747 JP Kei Takeuchi

Australian Clinical Labs XAUKF ACL AU Lyanne Harrison

Biocon XLOFF BIOS IN Neha Manpuria

Chugai Pharm. CHGCF 4519 JP Koichi Mamegano

Cipla XCLAF CIPLA IN Neha Manpuria

CSL Limited CMXHF CSL AU Lyanne Harrison

CSL Limited CSLLY CSLLY US Lyanne Harrison

Everest Medicine XMLKF 1952 HK David Li

Fortis Health XFFTF FORH IN Neha Manpuria

Fujifilm Holdings FUJIF 4901 JP Kei Takeuchi

FUJIFILM Holdings FUJIY FUJIY US Kei Takeuchi

Imeik ZMITF 300896 CH Ethan Cui

Max Healthcare XMHLF MAXHEALT IN Neha Manpuria

Ono Pharm. OPHLF 4528 JP Koichi Mamegano

PHC Holdings PHCCF 6523 JP Kei Takeuchi

Ramsay Health Care Limited RMSYF RHC AU Lyanne Harrison

Sumitomo Pharma DNPUF 4506 JP Koichi Mamegano

Topchoice Medical XZDXF 600763 CH Ethan Cui

WuXi Biologics WXIBF 2269 HK David Li

Zai Lab ZLAB ZLAB US David Li

Zai Lab XCDZF 9688 HK David Li

Zydus Lifesciences XMQLF ZYDUSLIF IN Neha Manpuria