Wall Street Can't Ignore This: China's Biotech Stocks Are Exploding--One Is Up 283%
Investors aren't just chasing dealsthey're also buying into the IPO pipeline. Duality Biotherapeutics, which focuses on cancer immunotherapies, more than doubled on its first day of trading in April and has since gained 189%. Jiangsu Hengrui, China's biggest drugmaker by market value, surged 25% on debut in May. Even more striking? The pace of dealmaking. M&A involving Chinese biotech firms hit $36.9 billion in Q1more than half of global totals. Chinese biotech is having its own DeepSeek moment, said Dong Chen, chief Asia strategist at Pictet Wealth Management, referencing the AI boom that fueled Chinese tech earlier this year.
Still, not everyone's chasing the highs. Some healthcare-focused funds are rotating out, preferring stable compounders with steady dividends. Others see the recent mega-deals as one-offs, and aren't ready to assign premium multiples just yet. But even with macro headwinds, analysts like those at Jefferies remain optimistic. Many Chinese biotech firms already operate as partners to U.S. drugmakers, not exportersmeaning tariffs may have limited impact. And with top scientific talent returning home amid geopolitical tensions, R&D momentum could accelerate. In short: China's biotech surge might still be in the early innings.
This article first appeared on GuruFocus.
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