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China’s Biotech Boom, AI Limits and Regulatory Edge

China’s healthcare and biotechnology sector is expanding rapidly, driven by scale, speed and a more efficient drug‑approval regime. This segment examines how artificial intelligence is helping cut early drug‑design costs, while leaving much of the expensive clinical and manufacturing process unchanged.
The discussion also looks at why China has become a global leader in clinical trials and biotech infrastructure, and how more realistic valuations are reshaping public markets in Hong Kong.
Simone Song, Founding Partner of Ori Capital, joined David Ingles from the sidelines of Sohn Hong Kong Investment Leaders Conference on Insight with Haslinda Amin to share her outlook on the sector and its risks.
(Source: Bloomberg)