Guo Guangchang: Fosun Strives to Break Through in Advantageous Sectors and Reach the Global Pinnacle
Rhea-AI Summary
Fosun International (OTC:FOSUY) Chairman Guo Guangchang outlined the company's strategic vision during its 2025 interim results presentation, emphasizing continued investment in biopharmaceuticals and focus on established advantageous sectors. The company has made significant breakthroughs in its pharmaceutical segment, with a robust pipeline of innovative drugs including Henlius products and Fosun Kite's CAR-T therapy.
Highlighting Fosun's commitment to global expansion, Guangchang emphasized the company's dedication to building global R&D, clinical, and sales capabilities. The chairman noted that establishing competitive strength requires long-term investment, citing Henlius's RMB10 billion investment over 15 years and the recent profitability of its insurance ventures.
The company maintains its vision of helping people live healthily to age 121, with a particular focus on making cancer curable through comprehensive treatment approaches combining drugs, devices, and multi-molecule therapies.
Positive
- Strong pipeline of innovative drugs across multiple divisions
- Comprehensive strategic layout in health segment with global R&D capabilities
- Insurance subsidiaries entering profitability phase after long-term investment
- Strategic focus on deepening established advantageous sectors
Negative
- Extended period required for return on investments (10+ years)
- Significant capital requirements for R&D and global expansion
The interim results presentation was held in
Guo Guangchang highlighted that Fosun achieved significant breakthroughs across several business segments in the first half of 2025, particularly in the biopharmaceutical segment. Moving forward, Fosun will seize growth opportunities and aim for breakthrough progress through technology innovation.
Regarding investor concerns about innovative drug R&D, Guo Guangchang explained that within Fosun's robust pipeline, it has reserved a batch of important products. Fosun's pharmaceutical innovation will extend beyond just Henlius. It also has Fosun Kite's CAR-T therapy, along with innovative drugs from its established product divisions, all of which have immense potential.
Guo Guangchang said, "I have been emphasizing to our team that we shouldn't just sell off all our innovative drugs. Both licensing in and licensing out are important. Some products may command a high price if simply licensed out, but we are not in a rush. We should continue to advance our R&D to make these products the best in the world."
Guo Guangchang said that Fosun previously stated its vision is to help everyone to live healthily and happily to the age of 121. In particular, Fosun's self-imposed goal is that cancer should be curable. With the current trajectory of pharmaceuticals development, this increasingly feels like an achievable reality. Many cancers today are already preventable, treatable, detectable, curable, or can be managed as chronic, controllable conditions.
Guo Guangchang believes that future cancer treatment will not rely on a single approach, it will involve a combination of approaches, including drugs, devices, and multi-molecule therapies, similar to a cocktail therapy. Fosun possesses a distinct advantage in these areas due to its comprehensive strategic layout and broad industry presence in the Health segment. Future cancer treatment will require comprehensive capability, and this comprehensive capability is precisely one of Fosun Pharma's hallmark characteristics.
He emphasized that what sets Fosun apart from other Chinese pharmaceutical companies is Fosun's commitment to building its own global R&D capabilities, global clinical capabilities, and global sales capabilities. This is Fosun's unwavering mission—and the fundamental path for it to become a truly global pharmaceutical leader.
When sharing his insights on building a business, Guo Guangchang said that nowadays, it is very difficult to establish true competitive strength without at least a decade or two of effort. For example, Henlius, now 15 years old, saw its initial 10-plus years involve investments exceeding
He stated that Fosun's excitement doesn't lie in new sectors; it lies in deepening and thoroughly developing industries that it has established significant industry advantages, striving to achieve breakthroughs, accelerate growth, and ascend to the pinnacle within these mature sectors, securing a commanding global position.
Guo Guangchang said, "Even old wine needs innovation. Fosun's Shede Spirits has recently conducted innovative R&D on high-alcohol traditional baijiu and launched a new liquor with
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SOURCE Fosun