China Healthcare: US Treasury Department could be making rules allowing most China out-licensing deals

J.P. Morgan Asia Pacific Equity Research published a China Healthcare sector report examining the possibility that the US Treasury will set out rules allowing the vast majority of China out-licensing deals to proceed. The report, authored by analyst Yang Huang, focuses on the implications of the changing US regulatory stance for out-licensing transactions by Chinese innovative pharmaceutical companies. The analyst's coverage universe spans Akeso, Ascentage Pharma, BeOne, Bora Pharmaceuticals, Hansoh Pharma, Hengrui, Innovent Biologics, Insilico, Kelun Biotech, RemeGen, Shanghai Junshi Biosciences, WuXi AppTec, WuXi Biologics, WuXi XDC, XtalPi and other China pharma and CXO names. The report also discloses the analyst's equity research ratings distribution. The material provided does not contain specific financial forecasts or rating changes.