Chinese Biotech Companies' Outlicensing Trend Will Likely Be Sustainable -- Market Talk

Dow Jones07-03

0834 GMT - China's biotech companies' outlicensing trend is sustainable, Jefferies analysts write in a note. The analysts are seeing overwhelming interest and potential incremental fund flows from global healthcare specialists, who are looking into China with the acceleration of biotech outlicensing, they say. Among the companies, Wuxi Biologics mentioned that the higher manufacturing cost in the U.S. will be shouldered by customers, they say. The company's single-asset turnover could reach between two and four times that of its global peers', Jefferies says. Investors are also interested in JD Health for its out-of-pocket branded drug business that could lead to stronger orders, they say. Jefferies's top picks for the sector are Wuxi Biologics, JD Health, Akeso, Duality Biotherapeutics, Hansoh Pharmaceutical and United Imaging. (jiahui.huang@wsj.com; @ivy_jiahuihuang)

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July 03, 2025 04:34 ET (08:34 GMT)

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The company's single-asset turnover could reach between two and four times that of its global peers', Jefferies says. <a href=\"https://laohu8.com/S/ISBC\">Investors</a> are also interested in <a href=\"https://laohu8.com/S/JD\">JD</a> Health for its out-of-pocket branded drug business that could lead to stronger orders, they say. Jefferies's top picks for the sector are Wuxi Biologics, JD Health, Akeso, Duality Biotherapeutics, Hansoh Pharmaceutical and <a href=\"https://laohu8.com/S/UBCP\">United</a> Imaging. (jiahui.huang@wsj.com; @ivy_jiahuihuang) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 03, 2025 04:34 ET (08:34 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chinese Biotech Companies' Outlicensing Trend Will Likely Be Sustainable -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChinese Biotech Companies' Outlicensing Trend Will Likely Be Sustainable -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-07-03 16:34</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0834 GMT - China's biotech companies' outlicensing trend is sustainable, Jefferies analysts write in a note. The analysts are seeing overwhelming interest and potential incremental fund flows from global healthcare specialists, who are looking into China with the acceleration of biotech outlicensing, they say. Among the companies, Wuxi Biologics mentioned that the higher manufacturing cost in the U.S. will be shouldered by customers, they say. The company's single-asset turnover could reach between two and four times that of its global peers', Jefferies says. <a href=\"https://laohu8.com/S/ISBC\">Investors</a> are also interested in <a href=\"https://laohu8.com/S/JD\">JD</a> Health for its out-of-pocket branded drug business that could lead to stronger orders, they say. Jefferies's top picks for the sector are Wuxi Biologics, JD Health, Akeso, Duality Biotherapeutics, Hansoh Pharmaceutical and <a href=\"https://laohu8.com/S/UBCP\">United</a> Imaging. (jiahui.huang@wsj.com; @ivy_jiahuihuang) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 03, 2025 04:34 ET (08:34 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1591","symbol_name":"就地过年概念","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2548087992","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2548087992","pubTimestamp":1751531640,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0834 GMT - China's biotech companies' outlicensing trend is sustainable, Jefferies analysts write in a note. 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The analysts are seeing overwhelming interest and potential incremental fund flows from global healthcare specialists, who are looking into China with the acceleration of biotech outlicensing, they say. Among the companies, Wuxi Biologics mentioned that the higher manufacturing cost in the U.S. will be shouldered by customers, they say. The company's single-asset turnover could reach between two and four times that of its global peers', Jefferies says. Investors are also interested in JD Health for its out-of-pocket branded drug business that could lead to stronger orders, they say. Jefferies's top picks for the sector are Wuxi Biologics, JD Health, Akeso, Duality Biotherapeutics, Hansoh Pharmaceutical and United Imaging. 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