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

Dow Jones

Oct 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)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www-web.itiger.com/news/2573915160"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2573915160\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2573915160?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-10-08 10:44","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2573915160","market":"us","top_or_hot":-1,"title":"Chinese Pharma Companies Seem Fairly Immune to U.S. Policy Risk -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     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 <a href=\"https://laohu8.com/S/600276\">Jiangsu Hengrui</a> Pharmaceuticals, Hansoh Pharmaceutical Group and <a href=\"https://laohu8.com/S/ASCLF\">Ascletis Pharma</a>. (megan.cheah@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 07, 2025 22:44 ET (02:44 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chinese Pharma Companies Seem Fairly Immune to U.S. Policy Risk -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChinese Pharma Companies Seem Fairly Immune to U.S. Policy Risk -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-10-08 10:44</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     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 <a href=\"https://laohu8.com/S/600276\">Jiangsu Hengrui</a> Pharmaceuticals, Hansoh Pharmaceutical Group and <a href=\"https://laohu8.com/S/ASCLF\">Ascletis Pharma</a>. (megan.cheah@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 07, 2025 22:44 ET (02:44 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK0239","symbol_name":"医药制造","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2573915160","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2573915160","pubTimestamp":1759891440,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"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. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"600276":"恒瑞医药","BK0239":"医药制造","BK1583":"高瓴概念","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","LU1655091616.SGD":"JPMorgan Funds - China A-Share Opportunities A (acc) SGD","LU2289578879.USD":"ALLIANZ CHINA A OPPORTUNITIES \"AT\" (USD) ACC","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","LU1997245177.USD":"安联神洲A股基金","LU2328871848.SGD":"Eastspring Investments - China A Shares Growth AS SGD","BK0183":"MSCI概念","BK1589":"北水核心资产","LU2580892789.USD":"FRANKLIN SEALAND CHINA A-SHARES \"A\" (USD) ACC","BK0188":"融资融券","BK0012":"证金概念","LU0405327148.USD":"ALLSPRING CHINA A FOCUS \"A\" (USD) ACC","LU1255011170.USD":"JPM CHINA A-SHARE OPPORTUNITIES \"A\" (USD) ACC","LU2488822045.USD":"ALLIANZ CHINA HEALTHY LIVING \"AT\" (USD) ACC","01672":"歌礼制药-B","BK0028":"国家队","BK1191":"制药","BK1161":"生物科技","LU1997245094.SGD":"安联神州A股基金AT Acc SGD","BK0060":"抗癌","03692":"翰森制药","LU2580892862.HKD":"FRANKLIN SEALAND CHINA A-SHARES \"A\" (HKD) ACC","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","LU1969619763.USD":"EASTSPRING INV CHINA A SHARES GROWTH \"A\" (USD) ACC","LU2495084118.USD":"ALLIANZ CHINA A-SHARES \"ATH\" (USDHDG) ACC","BK1515":"抗疫概念","LU1997244956.HKD":"ALLIANZ CHINA A-SHARES \"AT\" (HKD) ACC A","BK1574":"生物医药B类股","LU0405327494.USD":"ALLSPRING CHINA A FOCUS \"I\" (USD) ACC","BK0196":"行业龙头"},"translate_title":"中国制药公司似乎相当不受美国政策风险的影响——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"600276":0.9,"01672":0.9,"03692":0.9},"content_text":"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) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  October 07, 2025 22:44 ET (02:44 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}