WuXi AppTec Co., Ltd.
WX
position
long
Julian Robertson
Thesis
Julian Robertson loves WuXi, a Chinese employment agency for PhDs in the drug industry, as it disintermediates the pharmaceutical-focused PhD market and is experiencing earnings growth of about 20% a year while selling at 10x earnings.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time frame since the pitch, it's difficult to assess whether the thesis has played out. While the thesis highlights strong earnings growth and a favorable valuation, we cannot determine if these factors have translated into stock performance. Therefore, the outcome remains uncertain.
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