Healthcare - China (H): Postcard from New York: recent weakness creates potential buying opportunity

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Healthcare - China (H): Postcard from New York: recent weakness creates potential buying opportunity

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Healthcare - China (H)

Postcard from New York: recent weakness

creates potential buying opportunity

Industry Overview

Marketing feedback from Asia Conference in New York 12 June 2026

We attended the 2026 Asia Conference held in New York and met with some generalist Equity

investors. Overall, we observed a recovery attention on China, especially in healthcare China

thanks to the solid fundamentals and outlook. We highlight our key takeaways below. Healthcare

China healthcare: global edge gaining recognition DavidResearchLi >>Analyst

Many investors we spoke with view China healthcare as one of the few sectors able to Merrill+852 3508Lynch4531(Hong Kong)

leverage structural advantages to expand globally, versus more domestically focused davidbo.li@bofa.com

sectors. China continues to stand out as a fertile ground for innovation, supported by Sandra Sun >>

cost-efficient clinical development, a fully integrated R&D and manufacturing supply ResearchMerrill LynchAnalyst(Hong Kong)

chain, and a large group of high-quality engineering talent. Clinical trials in China benefit sandra.sun@bofa.com

from a large patient population, enabling faster recruitment and lower costs. Also, the Ethan Cui >>

Research Analyst

ecosystem spans end-to-end capabilities, from discovery to commercialization. Investors Merrill Lynch (Hong Kong)

also pointed to the growing number of license-out deals and strong clinical data ethan.cui@bofa.com

readouts as evidence of China’s rising global relevance. With looming patent cliffs for

some multinational big pharma companies, China pharma/biotechs seem increasingly