Chinese Pharma Companies Seem Fairly Immune to U.S. Policy Risk -- Market Talk

Dow Jones
10/08

0244 GMT - Chinese pharma companies are unlikely to face much risk from U.S. President Trump's policies, Citi analysts say in a note. Multinationals are poised to keep investing in Chinese biotech assets due to their high potential, cost-effectiveness and good clinical data, among other reasons, John Yung and others write. They believe the Trump administration may have difficulty restricting U.S. firms from acquiring or forming partnerships with China-developed assets--which they need to grow product pipelines. Any such restrictions could cause U.S. pharma companies to lose out on early-stage assets, they add. Citi's top sector picks include Jiangsu Hengrui Pharmaceuticals, Hansoh Pharmaceutical Group and Ascletis Pharma. (megan.cheah@wsj.com)

 

(END) Dow Jones Newswires

October 07, 2025 22:44 ET (02:44 GMT)

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