In today’s briefing:
- China Healthcare Weekly (May.26)- 9th National VBP, China’s Strength in ADC Field, Ovctek, Eyebright
China Healthcare Weekly (May.26)- 9th National VBP, China’s Strength in ADC Field, Ovctek, Eyebright
- The 9th national VBP is drawing near. As all drugs under national/provincial VBP are scheduled to be executed before 2025/12/31, there should be new policies in 2026 and beyond.
- The capabilities of Chinese pharmaceutical companies in ADC field have at least stepped onto a platform to compete with international giants, which is clearly more progressive than during PD-1 era.
- We analyzed key points of Ovctek. Its investment logic has changed and centralized procurement will break investors’ expectations for Ovctek’s future performance growth. Valuation may continue to be under pressure.
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