The China market remains dynamic for our Life Science Tools & Diagnostics coverage.  On May 17th, Jack Meehan hosted a discussion with Dr. Mao Mao for an updated on-the-ground view as to the factors driving investment trends in the region. 

Topics of discussion included:

1) BioSecure Act: Thoughts on impact of US Congressional efforts to target Chinese competitors, and potential for a response from China on the manufacturers in our coverage.
2) VBP + Local Competition: An updated view on government VBP initiatives, the key local manufacturers, and how they compete with multi-nationals.
3) NGS: An update on results from MGI, and the competitive dynamics with Illumina in the region.
4) Diagnostics: A look at public company results in local companies like Mindray, Burning Rock, KingMed and others.
5) Macro: Perspectives on the current macro situation in China, and implications for investment into life science tools and diagnostics.