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
- 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).