Calls
2
Cui Cui
Head of Asia Healthcare Research, Jefferies
Win Rate
100.0%
return
+12.5%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 04
$17.09
+10.6%
The Chinese healthcare sector has the best earnings visibility in China this year. While market attention chased AI, healthcare offers real earnings growth, particularly in obesity, and AI is now providing additional tailwinds for drug discovery efficiency.
Equity Indexes
Long
Aug 04
$21.61
+14.4%
WuXi AppTec delivered a very strong earnings beat driven by surging obesity drug demand from both oral and injectable GLP-1. Raised capex guidance indicates robust future demand. Despite geopolitical noise and potential generic competition, pricing is already very affordable, and the company continues to deliver essential scale and quality that global pharma depends on.
Pharma & Biotech
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Cui Cui has 2 trade ideas tracked on Buzzberg across 2 tickers since August 2026. Most covered: KURE, WUXAY.
