UBS’ Post

🌏 The China Healthtech 2025 event, organized by Futuro da Saúde, offered powerful insights into the scale and ambition of China’s health innovation strategy. 💡 Technology in health is no longer a future trend—it’s our present reality. We must embrace it and harness its full potential to transform drug development, care, and access. 🏥 China’s rise to #2 globally in innovative biotech drugs and medical devices is no accident. It reflects long-term vision, strategic investment, and the development of health innovation hubs that foster systemic collaboration across sectors. 📈 Initiatives like Health China 2030 and the 14th Five-Year Plan demonstrate how long term public commitment can shape the future of health. These frameworks are true catalysts for transformation. 🟩Brazil has much to learn from China’s bold regulatory shift, led by the NMPA, which streamlined approval pathways and reshaped the landscape for biopharmaceutical and medical devices. This kind of proactive governance is key for supporting innovation and accelerating progress. 🔗 The most transformative shift: data convergence across the entire health ecosystem. When every link in the system shares data in an organized, structured, and accessible way, we unlock greater efficiency, faster delivery, and improved access for patients.   Learning, adapting, and building bridges. The future of health is collaborative, digital, and global.     #HealthTech #Innovation #PublicPolicy #Biotech #DigitalHealth #China #HealthTech2025 #GlobalHealth #BrazilHealth #DataDrivenHealthcare

China’s integrated #DigitalHealthcare services market is projected to reach $103.6 billion by 2030, with a 22.4% CAGR from 2024–2030, according to Frost & Sullivan. On September 17, 2025, 160 Health International Limited (02656.HK), a leading provider of integrated digital healthcare services in China, was officially listed on the Main Board of the Hong Kong Stock Exchange. Hong Kong Exchanges and Clearing Limited (HKEX) The global offering comprised 33.65 million shares at an issue price of HK$11.89 per share, raising net proceeds of approximately HK$359 million. A dual-engine business model of 160 Health: 1️⃣ Healthcare product sales through a stable supply chain 2️⃣ Digital healthcare solutions that connect over 44,600 medical institutions, 902,300 healthcare professionals, and more than 55.2 million registered users across 260+ cities in China 🌐 By leveraging digital platforms, 160 Health is extending healthcare services beyond time and geographical constraints. Original article: https://lnkd.in/dYRt4Nwh

Yesterday, China’s National Health Commission held its 2025 dialogue with global and domestic pharma. One line in the official readout stood out: “Encourage foreign companies to expand investment in China, guide domestic companies to explore global markets, and foster a ‘In China, For the World’ vision.” What’s new is that both inbound investment and outbound expansion are now framed under this broader vision. In Chinese, 格局 implies not just structure, but vision and character. It suggests policymakers are signaling values for pharma: moving from last year’s crackdown on non-compliant marketing to now pointing toward what responsible, constructive engagement should look like. For global health, this framing creates more room for China’s cooperation with international partners—especially in the US and Europe—to address shared challenges worldwide. #globalhealth #China #pharma https://lnkd.in/gBrRgzpg

China remains a critical market for global health leaders and is a source of incredible innovation. With Jia Xu our fantastic Health leader in China, I had the privilege of meeting CEOs and Presidents from leading multinational pharma companies and innovative local players in China—and the message is clear: China remains a critical market for global health leaders and is a source of incredible innovation. Despite some headwinds, it’s a hub for innovation and collaboration. Three key takeaways: Ageing Population: By 2040, c28% of China’s population will be over 60, fuelling demand for chronic disease management, elderly care, and digital health solutions. Local Innovation: In H1 2025 alone, over 40 innovative drugs were approved across oncology, metabolic disorders, and immune diseases, reflecting a shift toward high-value therapeutic areas. Between 2021 and 2024, the number of innovative products in Chinese pipelines almost doubled from c2,250 to over 4,000 Strategic market: Multinational companies are continuing to invest in the market, with regulatory reforms, market potential, and strategic collaborations supporting this. This is a combination of Direct Drug Approvals by foreign MNCs and Strategic Licensing and Co-Development Deals. China isn’t just a market to sell to—it’s a partner to innovate with. The future of health is being co-created here. Our fabulous healthcare team were great hosts and are advising the largest organisations in the market, both local and MNCs. Hemione Hudson Christine Walters Rachel Wang Nicole Wakefield Mairi McInnes Oriana Pound Horatio Wong Charles Lee Geoffrey Wang #HealthcareInnovation #ChinaMarket #DigitalHealth #AgeingPopulation #GlobalHealth #HealthTech #FutureOfHealthcare #LifeSciences #AIinHealthcare

China National Health Commission (NHC) held the 2025 Dialogue with Global and Domestic Pharma last Sunday (September 28).   Three key themes:   1. “𝐈𝐧 𝐂𝐡𝐢𝐧𝐚, 𝐅𝐨𝐫 𝐭𝐡𝐞 𝐖𝐨𝐫𝐥𝐝” (“在中国、为世界” 格局) 𝐢𝐬 𝐧𝐨𝐰 𝐭𝐡𝐞 𝐩𝐨𝐥𝐢𝐜𝐲 𝐟𝐫𝐚𝐦𝐢𝐧𝐠 NHC called on foreign companies to expand investment in China while guiding Chinese companies to go global – a two-way openness narrative under one vision.   2. 𝐈𝐧𝐧𝐨𝐯𝐚𝐭𝐢𝐨𝐧 𝐰𝐢𝐭𝐡 𝐡𝐨𝐬𝐩𝐢𝐭𝐚𝐥 𝐚𝐧𝐝 𝐚𝐜𝐚𝐝𝐞𝐦𝐢𝐜 𝐜𝐨𝐥𝐥𝐚𝐛𝐨𝐫𝐚𝐭𝐢𝐨𝐧 Expect deeper “industry–hospital–university” collaboration, talent development, and “medical-engineering integration” (医工融合) to accelerate translation of science to application.   3. 𝐒𝐭𝐫𝐞𝐧𝐠𝐭𝐡𝐞𝐧 𝐠𝐨𝐯𝐞𝐫𝐧𝐦𝐞𝐧𝐭-𝐢𝐧𝐝𝐮𝐬𝐭𝐫𝐲 𝐝𝐢𝐚𝐥𝐨𝐠𝐮𝐞  NHC shows commitment to routine, problem-solving exchanges so it can address enterprise pain-points promptly and convert feedback into actionable measures, emphasizing pragmatism (以务实作风帮助企业解决问题).   Who was in the room? Chair/remarks: LEI Haichao, NHC Party Secretary & Minister Format: 10 Chinese and foreign pharmaceutical executives delivered remarks; relevant NHC department heads responded to the companies’ questions on site   What is the take-away? Chinese government is signaling its willingness to collaborate on innovation and dialogue, shifting from the previous market governance focus to setting expectations for stronger and constructive collaboration in the future.   Reach out to us with your business queries, let’s talk.   #CMG #China #InChinaForTheWorld #Pharma #MedTech #HealthPolicy #innovation #Consulting 

“We forecast China’s healthcare market to grow significantly over the next decade, driven by a rapidly aging population. By 2040, adults aged 65 and older are expected to make up 27% of the population, leading to increased healthcare spending. This growth is anticipated to be fueled by innovative drugs, advanced medical devices, and high-value healthcare services. Despite challenges such as regulatory uncertainty and geopolitical risks, we think the structural opportunity remains compelling.”

China has issued draft rules defining what counts as a ‘local’ medical technology product — from in-country transformation to local component thresholds and key manufacturing steps. In a recent analysis, L.E.K.'s Helen Chen, Stephen Sunderland, Grace Wang, Xiajie (Andrew) Fa — explores the uncertainties that remain and what companies should do to prepare. Read more: https://bit.ly/4nxI4ea #Healthcare #HealthcareIndustry #MedTech

Keen to share this analsyis on #localization pressures as ever more #medtechs consider their budgets for 2026 and long term positions in #China in light of pricing dynamics, competition and investment needs L.E.K. Consulting Grace Wang Xiajie (Andrew) Fa Helen Chen

The aging demographic trend is one of the more significant global shifts affecting economies today, and the story in China certainly highlights its impact on the healthcare landscape. In fact, our Head of China Healthcare Research along with #UBSResearch Medtech, Pharma and Healthcare analysts from the US, APAC and EMEA, have taken a deep dive into this topic and published a flagship Q-Series report. Our findings? We think the aging trend in China is likely to bring structural opportunities in consumption, especially in the healthcare sector. The team forecast China‘s healthcare market to grow from US$1.4trn in 2024 to US$2.1trn by 2030, for a US$700bn incremental revenue pool over the next five years, with another US$1.1trn in upside potential by 2040. We expect this expansion to be underpinned by a rapidly aging population: adults 65 years and older spend much more on healthcare than their younger cohorts, and the United Nations project them to constitute 27% of the population by 2040. We expect the majority of incremental dollars to flow into pharmaceuticals, advanced medical devices and high-value healthcare services. Despite headwinds including regulatory uncertainty, intensifying competition and geopolitical risks, we think the opportunity is compelling and should not be overlooked. #ShareUBS

India and China in Clinical Trials – The Emerging Powerhouses (The shift we can’t ignore) For decades, the "accepted standards" in clinical research were clear: FDA, EMA, Health Canada, Japan, and PIC/S countries. Studies from these regions flowed smoothly because they followed the established norms. But the landscape is shifting. India and China are investing massive resources into R&D. They are not only catching up – they are shaping the future of clinical trials. ✔ Enormous patient populations. ✔ Rapidly growing site and investigator networks. ✔ Governments willing to prioritize innovation and speed. For too long, the West has dismissed these markets with arrogance or condescension. That era is ending. In clinical research, ignoring India and China is no longer an option. The question is not if they will dominate the scene – but how prepared we are to engage. #ClinicalTrials #GlobalResearch #India #China #FutureOfResearch