In today’s briefing:
- China Healthcare Weekly (Jan.5)-TCM VBP Update, Medical Device VBP Result Is Out, WuXi Bio’s Outlook
- Quick Update on Asian Air Cargo Trends: No Signs of Market Tightness in These Numbers
China Healthcare Weekly (Jan.5)-TCM VBP Update, Medical Device VBP Result Is Out, WuXi Bio’s Outlook
- The third batch of VBP results of the National TCM Patent Medicines were released. Some products experienced over 90% price reduction. The price decline of exclusive varieties was moderate.
- The VBP results of cochlear implants and peripheral vascular stents were released. Both foreign and domestic companies participated in the VBP actively, hoping to increase market share in China.
- The key is to see whether 2024 full-year performance can meet expectations, which is the bottom line for WuXi Bio. Without a definitive long-term logic, short-term trading is recommended.
Quick Update on Asian Air Cargo Trends: No Signs of Market Tightness in These Numbers
- Tracking Asian air cargo trends can uncover investment opportunities & offer read-throughs
- In November 2024, no clear signs of market tightness in data from Taiwanese, Chinese carriers
- A quick look at numbers from CX, SIA, LAX also suggests ample available cargo space
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