In today’s briefing:
- China Healthcare Weekly (Sep.14) – Trump to Put Restrictions on Chinese Drugs, Sihuan Is Undervalued
China Healthcare Weekly (Sep.14) – Trump to Put Restrictions on Chinese Drugs, Sihuan Is Undervalued
- The Trump administration is considering putting “severe restrictions” on the drugs from China, which would negative for China biotech that mainly relies on licensing-out model. We share our views below.
- The key to assessing the future profitability of innovative drugs in China lies in their ability to control costs, not just in the growth of product sales.
- Sihuan achieved a turnaround and is undervalued. Just “medical aesthetics + cash” worth RMB15.3 billion valuation. The innovative drug business will provide decent upside potential, but with some concerns behind.
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