The Rising Influence of Rising Affluence

[jbog]

Novo has captured > 60% of the Chinese market and I don't expect them to take a step backwards anytime soon. They have a decent presence in the country.

You always face the risk that any of these countries can and will nationalize the drugs, and I wouldn't put it past China if things become unwieldy. If Brasil, India etc keep getting around patent law it will be on all the emerging countries calender.


http://www.novonordisk.com/images/Sustainability/PDFs/Blueprint%20for%20change%20-%20China.pdf