Longevity Weekly Pulse

UBS maintains a constructive outlook on China's healthcare sector, arguing that short-term volatility caused by policy and geopolitical risks does not fundamentally undermine long-term innovation and business development momentum. The firm continues to favor high-quality players such as WuXi Biologics and Innovent Biologics.

Key Takeaways

• 1.Near-term sentiment headwinds (anti-corruption, policy, fund rotation) do not disrupt the long-term innovation trajectory of China health care.
• 2.Strong BD momentum and global partnering activity continue to validate the quality and relevance of China's biotech innovation.
• 3.Preference for WuXi Biologics and Innovent Biologics as high-quality choices for thematic exposure.

Table of Contents

• Thoughts of the week
• Headwinds back in focus
• Innovation momentum still stands out
• China biotech BD momentum remains intact
• CDMO earnings visibility remains high
• Why we still prefer WuXi Biologics and Innovent
• Appendix

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