James Kynge
๐ค SpeakerAppearances Over Time
Podcast Appearances
So
I mean, you've just sketched out some of the really stark statistics when it comes to people being overweight in China.
And I think it is linked to this kind of corporate culture, this sort of hard driving, start very early in the morning, finish very late at night, have your meal sitting in front of your cubicle.
You know, I think it is linked to that.
So maybe the solution to all of this, aside from Chinese ozempic style drugs, is for people to
To go back to what they used to do when I first went to China in the 80s and 90s, you know, go outside, do communal exercises, you know, star jumps or jumping up down on the spot or even marching in unison or something like that.
Something to get the blood moving in the body.
I don't know what you think.
Okay.
Well, Alice, just as you were mentioning, the Chinese approvals of GLP-1, or we could call them Chinese Zempic variant drugs,
have already started.
And I think there were five of these drugs that were approved last year.
As you mentioned, there are a huge number undergoing development and trial in China at the moment.
So my prediction is that by the end of this year, there will be at least 10
of these GLP-1 drugs available in the Chinese market.
Some of them will be made by Chinese companies.
In fact, I would say the majority will be made by Chinese companies, and some of them will be made by joint ventures between Chinese companies and foreign companies, and some by foreign companies as well.
And my guess is that this will cause a big price war.
And as you have already mentioned, this will mean that Chinese GLP-1 drugs are undercutting their foreign counterparts and competitors by big margins.
And then we're going to see an outflow of these drugs all over the world.