Bio Sensors / China health Care

Bio Sensors / China health Care: CS just concluded its Asian Healthcare Conference. As per the attending co’s, the sector will get future polarised and the reshuffle will accelerate.News reports on two SFDA updates during the conference: 1) A draft for comments regarding generic drugs approved before the implementation of “2007 drug registration regulation” to be reviewed in batches in the next 5–10 years. Those who cannot meet the same quality standard of their original drugs will be eliminated; and 2) SFDA will add staff for new drug approval. House believe both will benefit innovative drug makers, if implemented. Like Sino Biopharm and China Medical System for their rich exclusive drug portfolio and believe they will be the biggest beneficiaries in the sector reshuffle. Top pick in medtech is Mindray for its stable growth prospect in China. Also prefer MicroPort over Biosensors for its faster movement in diversification.