This is an industry fund, involving the track of medicine. The prospect of the industry can be expected, which benefits from three aspects: first, with the arrival of the aging population, people's demand for drugs will continue to grow rapidly. Population changes are relatively slow and deterministic;
The second is the improvement of the overall payment ability of society, whether it is at the government level, commercial insurance level or personal payment level.
The third level is to speed up the supply of new drugs, and new treatments are constantly emerging to increase supply and boost the market, and the cost of pharmaceutical companies is expected to be controlled.
But there are advantages and disadvantages. Centralized procurement has had an impact on some areas of the pharmaceutical industry. Glen is more optimistic about R&D innovation, export, medical service and health industry, which will have a certain impact.
Moreover, Gulen's investment style is more radical, and his retreat will be greater than that of Zhao Bei.