Industry Insights - ChinaBio® Today

Recent Articles

China Life Science IPOs Raise $5.4 Billion in Last 12 Months Jul 19, 2010: The spectacular IPO of Sinopharm Group in September 2009 started something: 23 China life science enterprises have become public companies in the last year, listing their shares on China mainland exchanges or in Hong Kong. Although eight of the deals were worth less than $100 million, their total value is $5.4 billion, showing that investors think the outlook for China life science is very bright. More details...

China’s Top Domestic Big Pharmas Increasing Their Dominance Jul 7, 2010: The biggest 100 pharmaceutical manufacturers in China produced revenues of 339 billion RMB in 2009 ($50 billion), a 25% increase from the year earlier. The top 100 accounted for 42% of the drug market, a year-over-year rise of 1.4%. The total market for drugs, meanwhile, climbed only 20.8%. More details...

Survey Puts 2009 Asia-Pacific Life Science Revenues at $111 Billion Jun 17, 2010: BioSpectrum has released the 2010 Asia Pacific Survey of the life science industry. With the general warning that the survey was limited to publicly listed companies, BioSpectrum announced that Asia Pacific’s life science industry grew 3.4% in 2009, producing total revenues of $111 billion. China was the biggest contributor, with a 32% share. More details...

US Healthcare Reform and China Mar 23, 2010: Now that the US Healthcare Reform bill has become law, we know that more people are (or eventually will be) insured, but we don’t know the larger ramifications of the package. In particular, we suspect that the government will eventually seek greater control over the life science industry – costs are at the center of healthcare – but we don’t know how or when or what segments of the industry will be most affected. We can, however, plan on China continuing to factor more prominently in the US life science industry. More details...

IMS Health: China Leads Emerging Pharma Markets Mar 17, 2010: IMS Health has upped its count of “pharmerging” countries to 17 high-growth pharmaceutical markets. Previously, only seven markets qualified. According to IMS Health, these 17 countries represent $90 billion of increased pharmaceutical spending during 2009-13, collectively offering 48% of the growth in the market in 2013. China is the most significant opportunity of the 17, a market that is “in a league of its own,” in the words of the healthcare consultancy company. More details...

Stock Symbol: (NYSE: IMS)

China Pharmaceutical Market Growing at 22% Clip Mar 4, 2010: China’s life science industry is growing quickly, and most experts in the prediction industry place the rate of growth at about 20%, a very healthy number. IMS Health, a global pharmaceutical consultancy, expects slightly better results for China: 22% compound annual growth rate during 2010-2013. That compares to a 4% to 6% rate in the global market. In fact, IMS Health thinks China will be responsible for 21% of all growth in the global pharmaceutical market in the next four years. More details...

Stock Symbol: (NYSE: RX)

Are China CMOs the Next Big Thing? Feb 16, 2010: Although development of new medical products in China generates a lot of press, there is a related movement, less visible perhaps, that is also significant: the growth of contract manufacturing organizations in China. Frost & Sullivan recently discussed the issue in BioSpectrum, Asia Edition, based on their research in developments in Asian life science. More details...

The Current State of China Life Science: China Ascendant Jan 15, 2010: The world of China life science is currently “ascendant,” according to Greg B. Scott, Executive Editor of ChinaBio® Today. Scott based his assessment on the convergence of global forces that makes China the hotspot for life science companies in 2010. He presented his remarks at the second annual ChinaBio® Executive Workshop held in conjunction with this past week’s JP Morgan Healthcare Conference in San Francisco. Scott assessed the opportunities currently available in China for life science companies – which are tremendous – and also presented statistics showing the growth in China’s life science sector – also huge – over the past few years. More details...

China’s Opportunity to Create Mega-Clusters Nov 17, 2009: There is a huge difference between China and the US when it comes to building “life science clusters.” The US has no strategic plan about how to create a cluster, and so the clusters grow up organically over many, many years. China, on the other hand, “declares” that an area will become a cluster, and then makes it so. China offers incentives to bring companies together, but it lacks private funding, the money that is necessary to take companies to the next stage. More details...

Novartis Says Weak IP Protection Makes India R&D Impossible Nov 12, 2009: Novartis once again said that India is not a place to do R&D because its IP laws are not strong enough to protect discoveries. In 2006, Novartis made a commitment to build a $125 million R&D facility in Hyderabad. The next year, after the company lost a patent battle over its blockbuster cancer drug, Gleevec (Glivec outside the US), Novartis reneged on the center. Last week, Novartis earmarked $1.25 billion for R&D activity in China. More details...
Stock Symbol: (NYSE: NVS)