Citi‘s Most Read - Healthcare

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Citi‘s Most Read - Healthcare

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Citi's Most Read - Healthcare

June 22 - June 28 29 Jun 2026 08:13:01 ET

ACMost Read Citi Global Research

As boundaries increasingly blur between conventional sectors, and as bottom-up +44-20-7500-1400

and top-down analysis converges, Citi Research offers a Super-Sector lens to help

you better understand and take advantage of widespread disruptive trends and

innovation, extending our peer analysis for greater breadth and depth. The

Healthcare Super-Sector consists of the Pharmaceuticals & Biotechnology,

Medical Services, Medical Supplies, Medical Technology, and Life Sciences

sectors. Please find below a collection of our most impactful recent research in the

Healthcare Global Super-Sector – we hope you find it thought-provoking.

Most Read

China Healthcare - China Healthcare Tour Takeaways; Compelling Valuation

Marks Good Entry Point

We hosted the China healthcare tour last week, involving multiple subsector

leaders and industry experts. Fundamentals continue to improve, with innovative

drug pipeline advancing fast, strong BD trend and CDMO orders sustaining and

accelerating globalization supported by emerging forefront technologies (e.g.

Brain-Computer Interface, AI-driven Drug Design, and remote surgery). Besides,

valuations are at or near multi-year trough levels. The risk/reward is asymmetric to

the upside, as improving fundamentals and resilient order books are not reflected

in current valuations in our view. Geopolitical concerns and domestic policy fears

appear fully priced in, while a wave of share repurchases signal strong insider

confidence. Potential catalysts include favorable policy shifts, such as potentially

more supportive pricing mechanism, and continuous overseas expansion progress

of sector leaders.