bullish
China Population Policies Impact on Healthcare Companies Series - Part 1
944 Views18 Jul 2023 08:21
SUMMARY
- China has started taking measures to optimize fertility policies. The inclusion of assisted reproduction technologies in medical insurance is a general trend, which would generate increasing demand in the future.
- From the current domestic assisted reproductive industry chain, there is significant import substitution space and growth potential in the fields of related drugs, prenatal/newborn genetic testing, and downstream medical services.
- Companies such as Livzon/BGI/Jinxin would be the direct beneficiaries of related policy. We analyzed the industry characteristics, investment rationale, key risks and comparison with peers of these companies.
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Xinyao (Criss) Wang
HK/China Healthcare Analyst (ex-Fosun Pharma)
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