Insights
What we are seeing on the corridor.
Short notes every two weeks, longer analysis when something moves, and two white papers a year. Written for people who have to decide — not to rank for keywords.
Not which tool to buy: AI agents across the pharma value chain
BCG's April report and China's new pharmaceutical-industry Five-Year Plan, read side by side. Together they run from laboratory to regulator, which makes agents an organisational question, starting with who answers for their work.
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Strategic Entry into China's Rare Disease Market
Regulatory pathways, genetic-testing dynamics, pricing and reimbursement frameworks, and a structured entry framework for international pharma and biotech.
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Strategic Entry into China's Dental Market
Market dynamics, regulatory pathways, distribution models and a three-phase entry framework for international dental companies.
Request the paper →What the rehabilitation shortage means for European medtech
China counts 2.2 rehabilitation physicians per 100,000 people against a national target of 8. Read as a procurement signal rather than a statistic, that gap changes who you should be talking to.
Read →“Set up a Chinese company, not a Chinese branch”
Yong Yan on twenty-five years inside a French pharmaceutical group in China, why leadership is not constrained by function, and the single mindset shift she asks every arriving executive to make.
Read →Why regulatory approval is the start of market access, not the end
Eight gates separate a European product from Chinese revenue. Approval clears the second. The two where entries actually fail come later.
Read →Three funding logics, twenty-seven markets
Beveridge, Bismarck or mixed — the model your first European country uses decides who buys, how price is set, and how long approval takes to become revenue.
Read →Nothing published in this format yet. Get the note and it will reach you first.
The corridor note
One email, every two weeks.
What changed in regulation, access and distribution between Europe and China — dated, sourced, and short enough to read before a meeting. No campaign, no drip sequence.