SSally
2024.09.25 08:05

$WuXi Biologics(02269)$ $WuXi AppTec(SH603259)$ First, no matter what Senate or House, what 3558, 8333, 7085, people only want to think for 5 seconds. Simply put, it's collectively called the "Biosecure Act". No problem, right? The U.S. side wants to push the "Biosecure Act" legislation through various means.

What's the process? First, add BGI and WuXi AppTec, then the stocks start to fall (WuXi Biologics was also falling at this time). Later, WuXi Biologics was added, and its stock fell even harder, the worst drop. Then during the process, some lawmakers proposed to remove WuXi Biologics, and the latest draft of the bill no longer includes WuXi Biologics. Any problem? No problem.

So the 5-second thought process is:

The "Biosecure Act" includes WuXi AppTec;

The "Biosecure Act" adds WuXi Biologics;

The "Biosecure Act" removes WuXi Biologics.

The "Biosecure Act" only focuses on gene business, WuXi AppTec can spin it off.

That's it.

What you should consider isn't parsing words with those influencers, always under dark clouds—how to make money?? You listen to them and think they make sense, but then what? Did you make money?

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