BOB Capital Markets Ltd.
We hosted China-based WuXi Biologics on an investor conference call to gain greater insights into market access in China post regulatory reforms, biosimilar market dynamics, biologics outsourcing opportunity, and India's positioning. WuXi is a global leader in the integrated biologics outsourcing space with over 75% market share in China and 4% globally. It works with >200 global partners, including the top 20 pharma/biotech companies, and plans to invest ~US$ 2bn in bio-reactor capacity in the next four years. We provide call highlights below. Expect fair share for new entrants in China: China has become a high priority...
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