Healthcare – China
CDE Clinical Guidelines Benefit Leading Drug Innovators CDE has released new clinical development guidelines for anti-tumour drugs. We believe the policy promotes true innovation and there will be no significant impact on the industry as the new rules have already been in practice. Moreover, leading players are fully aware of intensifying competition and have been avoiding potentially crowded R&D areas and focusing more on first-in-class and best-in-class drug candidates. The industry has entered the harvest season. Maintain OVERWEIGHT.