ACEMAN

China Pharma Delivers on Improved Financials Promise

China Pharma is a fools game and y'all know it when you are arguing over capex and reimbursements. The real play in pharma in China is the deal with Novartis (NVS) the mega-pharma Swiss multinational and this is where you can make your money safely and soundly as NVS will be introducing huge covered patents and pharma-teck know-how to the China pharma industry for concessions and a piece of the action. Think analogy is to the supply side of iron-ore, steel, oil and ag commodities that China needs to build up its urbanization. New cities also need western style drugs, medicines and basic pharma delivery systems still very much at a third tier level throughout China. Novartis has received the concessions and jt. ventures to make it all happen.