In today’s briefing:
- China Healthcare Weekly (Dec.25) – OK Lens VBP, Angelalign, Extraordinary 2022 for Pharmaceuticals
- The Innovations Portfolios – Week Five
China Healthcare Weekly (Dec.25) – OK Lens VBP, Angelalign, Extraordinary 2022 for Pharmaceuticals
- Medical Insurance Bureau of Hebei released the document on centralized procurement of OK lens, which was the first detailed rules about OK lens VBP in China.
- The results of orthodontic material centralized procurement of 16 provincial alliance led by Shaanxi were released. We analyzed the direct impacts on Angelalign Technology (6699 HK) and the outlook.
- Even from the perspective of the whole process of the development of China’s pharmaceutical industry after the reform and opening up, 2022 is an extraordinary year for the pharmaceutical industry.
The Innovations Portfolios – Week Five
- We again write about one stock each from the large, mid and small cap portfolios, briefly giving the reasons behind their inclusion.
- The three companies we write about this week are Nestle SA (NESN VX) , Regeneron Pharmaceuticals (REGN US) and Masimo Corp (MASI US)
- For the five weeks ended 23 Dec the combined innovation portfolio was -1.4%, versus DJIA -1.6%, S&P500 -3.0%, Nasdaq -5.8% & MSCI-ACWI-ETF -2.2%, all in US$ terms.
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