daaimon

daaimon is an independent research company focusing on healthcare and consumer sectors across developed and emerging markets. We produce insightful research which challenges conventional thinking. In particular, we look for new ideas by testing consensus forecasts and markets expectations.

What Do Multinational Pharma Companies Know that Equity Investors Don’t?

Innovent Biologics(1801 HK)– More than Just a GLP-1 Play

Daiichi Sankyo (4568 JP) – We like the Focus on Oncology but Look for a Better Entry Point

Healthcare Equity Analyst - Emerging & Dev Markets, daaimon

Avien Pillay

Healthcare Equity Analyst - Emerging & Dev Markets

Independent Insight Provider

Thematic (Sector/Industry)

India Pharmaceuticals / Thematic (Sector/Industry)

<ul>
<li>China’s pricing process is becoming more predictable. There have been several positive changes that favour innovation.</li>
<li>As a comparison, the already complex European system is becoming more complex, and is implementing further price cuts.</li>
<li>Several other countries including the US are currently implementing or looking to implement price controls.</li>
</ul>


China’s pricing process is becoming more predictable. There have been several positive changes that favour innovation.
As a comparison, the already complex European system is becoming more complex, and is implementing further price cuts.
Several other countries including the US are currently implementing or looking to implement price controls.


中国における医薬品保険償還価格引き下げの理解