Biotech Values

[mcbio]

Tip toe into the Chinese Drug companies with caution. The ownership of these companies aren't as cut and dry as the American companies.

Oh, absolutely. Don't disagree with that at all. I like to kick a ton of tires but doesn't mean I'm anywhere close to remotely considering any kind of investment when I do. I feel like I already have a nice little bit of exposure to a China healthcare play with FGEN as my largest holding and the potential for roxadustat in China. Keeping an eye on BGNE as a potential China play. And of course I have to consider AZN as a much less sexier but much safer potential China play.

I believe Guangzhou Pharma is hooked with Alliance Boots out of Switzerland somehow.

Looks like Boots is part of Walgreens now: https://en.wikipedia.org/wiki/Alliance_Boots .

The best area that I know of when looking at Chinese Pharma's are to look at the larger API manufacturers who sell to European or American Companies. If you follow that logic you'll find that they have outside certifications and have to produce to the trusted companies specifications.

You are talking about specific Chinese API manufacturers here? Do you know names of any of the bigger players here?