$3SBIO(01530)$ stands out as an underappreciated gem in the biotech space. With its flagship 707 already commercialized and generating solid cash flow, and adjusted net profit from legacy businesses expected to hit RMB 2.5B by 2025, the company is on track for strong earnings.

Its subsidiary, SinoMab (3SBio Guojian), now well-funded, is actively advancing a rich pipeline in the autoimmune space, a global market as massive as oncology. Unlike many loss-making biotech peers, 3SBio is already cash flow positive with solid R&D, BD, and commercialization capabilities.

With the sector-wide BD wave fueled by a biotech talent dividend, 3SBio is positioned to benefit, and its valuation remains strikingly low for a company with potential to hit RMB 10B net profit within 5 years.

# Winning Trades

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