Capt
I think even the Chinese know that if they want quality products they avoid “made in China” labels. I suspect it would be the same or even more so with their healthcare products. Affluent Chinese, a rapidly growing demographic, will likely want the US brand “real” stuff and likely don’t use government insurance for their medications so access through private insurance will be quicker.
I think China healthcare may be somewhat similar to Canada, and less similar to the EU. In the EU government insurance typically covers the majority of people. In Canada and China there is a hybrid of private insurance and government insurance. This also brings up the topic that your recent HLS graph isn’t completely representative EU. Although the CPA was available as of February 2020 it was only covered by private insurance up until one year ago. Even now, two large Canadian markets British Columbia and Alberta still do not have government coverage. The split between private insurance and government plans for patients on V is about 50-50. UK should take off much quicker than Canada. China will be more like Canada - available to private insurance patients rather quickly, but a minimum of two years to get on government coverage