In today’s briefing:
- China Healthcare Weekly (Dec.8) – TCM VBP Update, GLP-1’s Good Story Broke, China TCM’s Sudden Rally
China Healthcare Weekly (Dec.8) – TCM VBP Update, GLP-1’s Good Story Broke, China TCM’s Sudden Rally
- The Medical Insurance Bureau of Hubei Province issued two documents on the VBP of TCM patent medicines.Shineway’s core product Qing Kai Ling is included, which would bring pressure on performance.
- It’s time to be cautious about the outlook for GLP-1s. We may need to be mentally prepared in advance that the actual market size of GLP-1s is only US$100 billion.
- Recent changes at the top of CNPGC have left some investors hopeful that China TCM will resolve horizontal competition as scheduled next year,but current bet on shares reversal isn’t wise.
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