Seeking Alpha

CautiousInvestor » Comments » BBC

  • China: Latest Hotspot for Western Biotech, Pharma Firms [View article]
    There are a number of interesting twists on the broad story.
    China is already busy manufacturing generics but there are records of infringements and poor quality control.

    Longer-term, though, China is likley to be a key manufacturer of generics which are likley to play an important role in the expansion of US healthcare services, while controlling costs; it's only logical the companies the author mentions take advantage of these opportunity.

    The other slant is the health delivery system within China, which is in its infancy but is about to be expanded. Few details have been released, but the Central Party recently announced that by 2020 a system will be in place to provide equitable and cost-effective to health care coverage to the entire population of 1.3 billion.

    In my mind, this development offers a very interesting investment theme.
    May 17 11:04 am |Rating: +1 -1 |Link to Comment
More on BBC by CautiousInvestor
Comments by Ticker
AA, AAPL, ABK, ABT, ABX, ACH, ACWI, ADSK, AES, AFK, AGG, AGIBY.PK, AGQ, AIB, AIG, AIV, ALGT, AMD, AN, AXP, AZN, BA, BAC, BAC-PL, BASFY.PK, BBC, BBRYF.PK, BBT, BHP, BID, BK, BKF, BLK, BMHC, BND, BRK.A, BRK.B, BWX, BZH, C, CAF, CAT, CBG, CCL, CHINA, CIEN, CIT, CLF, CMA, CMED,
CautiousInvestor is a
Top 10 Commentor
1173 comments
Rating: 4982 (6559 - 1577 )