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DBS: China Healthcare Sector – Pharmaceutical Packaging

Posted on August 30, 2022August 30, 2022 By alanyeo No Comments on DBS: China Healthcare Sector – Pharmaceutical Packaging
Riding on biologics boom

• Among different kinds of drugs, we expect biologics to deliver the strongest CAGR in 22F-25F globally (11.8%), outpacing the pharmaceutical industry by 7ppt; China biologics CAGR in 22F-25F is even stronger (16.3%)

• To ride on the growth, prefilled syringe is best positioned for packaging biologics: 1) Low price cut risk as cost surge can be passed on; 2) safer than other packaging materials

• Expect prefilled syringe sales CAGR of 30.8% for China in 22F-25F. BUY Weigao (1066 HK) – the largest China player with >65% market share

China-Healthcare-Sector-Pharmaceutical-Packaging_29-Aug-2022_HK_Insight-SparXClick here to Download Full Report in PDF

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Research - Equities Tags:B-Soft Co, BeiGene, Beijing Chunlizhengda Medical Instruments, China Resources Medical Holdings Co Ltd, CSPC Pharmaceutical group, GenertecUniversal Medical Group, Guangxi Liuzhou Pharmaceutical Co Ltd, MicroPort Scientific Corporation, Shandong Weigao Group Medical Polymer, Shanghai Henlius Biotech Inc, Sinopharm

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