Tag: china
All the articles with the tag "china".
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China’s Semaglutide Patent Cliff: Why a Price War Looks Likely
Semaglutide’s China patent cliff meets a crowded biosimilar queue and VBP-style purchasing pressure—tempered only by the real cost floor of injection pens and sterile manufacturing.
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The Gap Is Widening: What DeepSeek-V3.2 Tells Us About Two AI Futures
DeepSeek's latest paper admits the gap with closed-source models is growing. But the real story is how chip export controls forced two diverging AI paradigms—and what that means for the endgame.
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When a Flu Shot Is Cheaper Than Milk Tea: China’s Vaccine Price War
From a 5.5-yuan flu shot in Beijing to HPV and PCV13, a look at how overcapacity, overlapping pipelines, and policy-driven tenders are reshaping China’s vaccine industry and what it signals for pharma and diagnostics more broadly.
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When Imported Drugs Leave China: VBP, generics, and trust
Field notes on China's volume-based procurement (VBP), the recent wave of imported originator drugs withdrawing from the market, and what it might mean for patients, generics, and global pharma from a Japan–China IVD vantage point.