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TMFHelical (98.69)

Pharma in China

Recs

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May 05, 2008 – Comments (0)

Linked bleow is a market report discussing the market opportunities for pharma in China.  They are not-surprisingly huge.

http://www.nature.com/nrd/journal/v7/n5/pdf/nrd2527.pdf

[May require registration with Nature to access, but free]

But factors work against a huge pharma opportunity as well.  Still largely rural population (but urbanizing), still poor (but getting wealthier), and a majority patient pay system.

Watch that last one closely.  If China adopts a US based or even better European based system, then the pharma opportunity is really huge. [Note that a US system might be better long run, but a European would mean more rapid initial market growth IMO].

Looking from a different side, I think the current demographic / payee system favors nicely nutraceuticals, and companies such as AOB.  Recent bullish call on this one in my CAPS port.

Zz (Ralph)

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