daaimon

daaimon is an independent research company focusing on healthcare and consumer sectors across developed and emerging markets. We produce insightful research which challenges conventional thinking. In particular, we look for new ideas by testing consensus forecasts and markets expectations.

Asian Healthcare Spend as a Percentage of GDP – the Laggards

China Medical System (CMS, 867 HK) – A Cheap Play on China’s Pending Health Care Crisis

UPDATE: China Medical System (CMS, 867 HK) – A Cheap Play on China’s Pending Health Care Crisis

Understanding Drug Imbursement Price Cuts in China

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Novo Nordisk: Is the FDA Approval of Wegovy Worth an Extra $460 Bn?

Healthcare Equity Analyst - Emerging & Dev Markets, daaimon

Avien Pillay

Healthcare Equity Analyst - Emerging & Dev Markets

Independent Insight Provider

Thematic (Sector/Industry)

China Health care / Thematic (Sector/Industry)

<ul>
<li>The cardiovascular disease (CVD) incidence and mortality gap between China and the West has narrowed/closed relatively quickly. CVD mortality rates in China exceeded Western levels a decade ago.</li>
<li>China scores poorly for a number of leading CVD causes including diet, tobacco consumption and air pollution.</li>
<li>Given the crisis situation, the Chinese authorities are left with no alternative but to drastically increase investment in healthcare and education.</li>
</ul>


The cardiovascular disease (CVD) incidence and mortality gap between China and the West has narrowed/closed relatively quickly. CVD mortality rates in China exceeded Western levels a decade ago.
China scores poorly for a number of leading CVD causes including diet, tobacco consumption and air pollution.
Given the crisis situation, the Chinese authorities are left with no alternative but to drastically increase investment in healthcare and education.


China’s Cardiovascular Disease Crisis