In today’s briefing:
- China Healthcare Weekly (May.12) – Three Globalization Strategies, GLP-1/Weight Loss Drug, Bio-Heart
China Healthcare Weekly (May.12) – Three Globalization Strategies, GLP-1/Weight Loss Drug, Bio-Heart
- There are three main ways for Chinese pharmaceutical companies to enter global markets, but the results are completely different. Investors are advised to make cautious judgments based on different cases.
- Speed is a crucial factor in the competition for drug development, but there’re precedents in history that late-comers are still able to turn things around, such as GLP-1/weight loss drugs.
- We remain conservative about the future commercialization performance of Bio-Heart’s BRS and Iberis 2nd. However, the product launch is a catalyst for share price, which provides a good short-term trade opportunity.
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