Daily BriefsECM

Daily Brief ECM: China Healthcare Weekly (Jan.12) – Haier Biomedical and RAAS Terminated Their Merger and more

In today’s briefing:

  • China Healthcare Weekly (Jan.12) – Haier Biomedical and RAAS Terminated Their Merger


China Healthcare Weekly (Jan.12) – Haier Biomedical and RAAS Terminated Their Merger

By Xinyao (Criss) Wang

  • Since the room for China’s medical insurance fund to continue to increase reimbursement for high quality innovative drugs is still large, we are optimistic about 2025 NRDL negotiation.
  • Although it’s inevitable trend for commercial insurance to cover innovative drugs, it won’t truly improve the payment end until the contribution of commercial insurance to hospital revenue increase to 10-15%.
  • Due to the complexity of the transaction, Haier Biomedical and RAAS terminated their merger. We think disagreements would easily emerge regarding the core issue in this transaction (i.e. the price).

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