Daily BriefsEquity Bottom-Up

Daily Brief Equity Bottom-Up: China Healthcare Weekly (Jul.7) – New NRDL Negotiation Rules and more

In today’s briefing:

  • China Healthcare Weekly (Jul.7) – New NRDL Negotiation Rules, Assisted Reproduction Payment, Kintor


China Healthcare Weekly (Jul.7) – New NRDL Negotiation Rules, Assisted Reproduction Payment, Kintor

By Xinyao (Criss) Wang

  • NHSA released the new NRDL negotiation rules of innovative drugs. Some adjustments will bring certain benefits to innovative drugs, but the overall impact will not be as good as expected. 
  • Beijing announced that 16 assisted reproduction technologies will be covered by medical insurance reimbursement from July 1. This policy should benefit companies in the assisted reproduction industry chain.
  • We analyzed the key flaws of Kintor Pharmaceutical (9939 HK), and we remain skeptical about this company.

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