GEM Weekly (11 Mar 2022): Chinese Macro Data; Samsung Electronics, Swiggy, Naver, Yum China
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
406 Views
Russia-Ukraine War: The Impact on China Healthcare
We analyzed the potential impact of Russia-Ukraine war on China healthcare industry including the delay of clinical trial projects in Ukraine,...
478 Views
China Healthcare Weekly (Feb.18)-VBP Expansion, China Drug Pricing System,FDA Approval,Junshi/Legend
We analyzed the VBP scope expansion and logic of drug pricing system in medical insurance negotiation.FDA's attitude on Legend Bio&Junshi's...
466 Views
A Second Thought on the License-In Mode - Dilemmas and Solutions
We analyzed the logic and dilemma faced by China pharmaceutical companies in terms of license-in.As it's more difficult to in-license cost...
336 Views
China Healthcare Weekly (Jan.7)-China's Drug Spending,Logic Behind China/US Biotech, Anesthetics VBP
The insight mainly analyzed the relationship of drug spending with GDP growth, different logic behind China/US biotech companies and related risks...
466 Views