China Biotechnology: Global Healthcare Conference Wrap - Day 2

Firesides including EYPT, KYMR, ASND, BBIO and others offered China biotech read-throughs: In AD, 5-10% systemic penetration is gated by injection burden and boxed-warning orals; expansion could come from clean orals such as STAT6 and next-gen bispecifics delivering greater EASI-90/100 depth. In ophthalmology, lifetime wAMD treatment remains in flux across durable injectables and continuous TKIs, balancing disease control, monitoring and practice economics, with retinal structure and BCVA potentially differentiating coverage of atrophy and VEGF axes. In ACH, low US penetration supports new-start oral uptake while higher EU penetration favours switching;