Replies to post #178642 on Biotech Values

[DewDiligence]

Re: China and The Global Demographic Tailwind

I see no problem with Western solutions that the Chinese has no equivalency even if it is expensive. But when they catch up with you, it will be no surprise to me that they intend to benefit their own native companies.

In the drug/biotech industry, we must consider reputation in cases where there is competition between multinationals and local companies. Consumers in China and other emerging markets do respect—and often prefer—brand-name products from well known multinationals to cheaper local knockoffs.

A few on-point posts from the iHub archive:
#msg-47510095
#msg-83031363
#msg-72248892
#msg-79110443
#msg-56407145
#msg-69250780
#msg-39315651
#msg-50473238
#msg-97351346
#msg-76761299

…and one contrary post concerning big-ticket medical devices:
#msg-84937032

[This is a repost from Sunday; the original post was in reply to the wrong message.]

[DewDiligence]

Updated list of posts re drug/biotech industry and ‘TGDT’:

#msg-104895704

This list supersedes the one in #msg-102793256. Regards, Dew