24 September 2025 | 10:35PM HKT Equity Research GLOBAL HEALTHCARE: EVOLVING CDMO LANDSCAPE #7: Takeaways from Inaugural Asia CDMO Day; from resilience to potential re-rating ahead We hosted our 1st GS Asia Healthcare CDMO Day on Sep 16-17 in Singapore (in person & virtual), with management from 12 companies across mainland China, India, Taiwan, Korea and Singapore sharing insights with investors. Based on our discussions with these CRO/CDMO companies on: 1) ongoing macro and policy uncertainties; 2) industr ...