信达生物-亚洲医疗行业考察要点

China (PRC) | Biotechnology Navigating Competitive Dynamics and Market Access Tailwinds Innovent Biologics Equity Research The GLP-1 market in China is becoming increasingly competitive, with generics and multinational entrants on the horizon. Innovent's strategy focuses on brand equity, differentiated mechanism, and pricing flexibility to maintain share. While NRDL inclusion remains critical for diabetes, obesity and specialty indications will rely on cash-pay and emerging commercial insurance (Category C) ...