Nephron Research LLC
Nephron Research LLC
China Tools & Dx Market Update KOL Call - 9/8/23
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Our Tools & Dx coverage is facing a macro and micro storm in the China market. Jack Meehan hosted a discussion with Dr. Mao Mao and Dr. John Zhang for an on-the-ground view as to the factors driving investment trends in Life Science Tools & Diagnostics in the region.
Topics of discussion included:
1) Perspectives on the current macro situation in China,
2) Views on investment into life science tools and diagnostics,
3) a discussion on current capacity for various industries our coverage is exposed to,
4) an update on how the Chinese national government, local provinces and cities approach Life Sciencs and Diagnostics purchasing;
5) Recent updates around procurement initiatives in the Diagnostics industry; and
6) An overview on the key local manufacturers, and how they compete with multi-nationals.