China Healthcare "Weekly recap: ASCO abstracts generally positive" Chen

研报英文原文证据摘录

China Healthcare "Weekly recap: ASCO abstracts generally positive" Chen

Figure 1: Our preferred healthcare stocks and upcoming potential catalysts

Our prefe rred hea lthcar e stocks a nd upcoming potent

ial c ataly sts

Source: UBS-S estimates

Figure 2: Weekly index change – healthcare subsector Figure 3: YTD index change – healthcare subsector

comparison (%) comparison (%)

(%)

rison

compa (%)

ctor rison

subse compa

care ector

alth subs

– he hcare

ange healt

ex ch ange –

y ind dex ch

Weekl YTD in

Source: Wind, UBS-S. Note: Data as of 22 May 2026; calculation based on market Source: Wind, UBS-S. Note: Data as of 22 May 2026; calculation based on market

cap weighted average. cap weighted average.

Figure 4: Recent healthcare expert calls

Date UBS Expert Call Series: Topic Expert Link

FDA Policy Risk on China Clinical

21/05/26 Dr Zhang, Co Founder and Chief Strategy Officer of ClinChoice Replay

Data

In vivo CAR-T intro and cell

12/05/26 Mr KONG, Director of Clinical Operations at Starna Therapeutics Report

therapy market update

Dr Liu, Chief Physician of Neurology at Shanghai Pudong New Area

22/04/26 Sleep disorder drug market trends Report

People’s Hospital

Dr CHEN, a biotech CEO and industry leader with extensive experience in

22/04/26 AI drug discovery market trends Report

AI strategies and AI powered drug discovery

Mr Wang has 20+ years’ experience in China’s medical imaging

Pulse check on China’s medical equipment sector. He previously worked for multiple top-tier global/local

20/04/26 Report

imaging market companies in functions such as sales and has deep understanding in the

sector’s policies and market trends

Expert call on China’s IVD market Mr FANG – Experienced IVD distributor expert with over 15 years of

13/04/26 Report

updates experience in the IVD sector