China Healthcare_ Trip takeaways_ Medtech bottoming out, gradual recovery in 2025; eyes on equipment VBP
2025-03-14 04:56
11 March 2025 | 7:41AM CST China Healthcare: Trip takeaways: Medtech bottoming out, gradual recovery in 2025; eyes on equipment VBP We recently (Feb 24-28, 2025) hosted an investor field trip with several Chinese Healthcare companies. The discussions mainly focused on industry growth outlook and VBP impact. We believe China MedTech is likely bottoming-out with potential regional VBP risks around medical equipment, and see recovery starting in 2025. In this note, we discuss takeaways from meeting with our co ...