Iqvia Holdings, Inc. · NYSE:IQV
Iqvia — Investor Presentation (June 2025)
31 slides from Iqvia's investor presentation, Jun 26, 2025
Slide 1: Inside China's MedTech Market: Market Access, Regulation and Innovation
Inside China’s MedTech Market Market Access, Regulation and Innovation June 26, 2025 WATCH NOW © 2025. All rights reserved. IQVIA® is a registered trademark of IQVIA Inc. in the United States, the European Union, and various other countries.
Slide 2: Your speakers
Your speakers Jacky Deng Yuran Chen Zhen Nie Nancy (Shuhuai) Jin Vice President, Managing Director Head of Med Devices, Engagement Manager, Commercial Operations of China, Global Consulting, Management Consulting, Service, Greater China, Atos Medical, IQVIA MedTech IQVIA China Medtronic a Coloplast
Slide 3: Agenda
Agenda + A high-level view of the China market – Zhen Nie + Why invest in China – Jacky Deng + 5 learnings on China market access – Yuran Chen + Looking ahead and leveraging the drive for innovation – Nancy (Shuhuai) Jin + Closing thoughts – Zhen Nie + Q&A 3
Slide 4: A high-level view of the China market
A high-level view of the China market Zhen Nie Head of Med Devices, Global Consulting, IQVIA MedTech
Slide 5: Accelerating aging population will put greater pressure on the fund in future
Accelerating aging population will put greater pressure on the fund in future 5.6% 7.0% 8.9% 15.4% 24.0% • The proportion of population above 65 years old is estimated to grow rapidly from 15%(2023) to 24%(2035), driven by the growing eld people 94.4% 93.0% 91.1% 84.6% 76.0% and declining new-born •
Slide 6: There are mounting financial pressures on China's public medical insurance
There are mounting financial pressures on China’s public medical insurance Funding sustainability is reported to have become challenging post COVID Growth rate of BMI1 (Mn RMB, %) • The income growth of China’s medical insurance fund is lower than that before COVID 3,480 2,442 • The number of insure
Slide 7: The Chinese government is dedicated to enhancing the healthcare system
The Chinese government is dedicated to enhancing the healthcare system, with strict regulations on the pricing and clinical use of medical products Health Reform in China released by State Council (PRC) has derived a series of policies to regulate price system KEY POLICY IMPACT AND DESCRIPTION Price
Slide 8: China trade developments and disputes with the U.S and EU
China trade developments and disputes with the U.S and EU US – De-escalation EU – Escalation May 12, 2025: June 20, 2025: Temporary 90-day deal reduces tariffs: New EU action announced: • U.S. lowers tariffs on Chinese imports from 145% → 30% • EU to exclude Chinese firms from public procurement of
Slide 9: Why invest in China
Why invest in China Jacky Deng Vice President, Commercial Operations Service, Greater China, Medtronic
Slide 10: Key assumptions for the global and China market dynamics heading towards 2050
Key assumptions for the global and China market dynamics heading towards 2050 1 Collaboration is an inevitable path for the U.S and China although competition and conflicts (e.g. tariff disputes) will also exist Geopolitics conflicts in other territories (e.g. Middle East) 2 are likely to be further
Slide 11: Different approaches to driving 'fairness'… not everybody will be happy
Different approaches to driving ‘fairness’… not everybody will be happy Source: Interaction Institute for Social Change | Artist: Angus Maguire Inside China’s MedTech market: Market access, regulation and innovation — Webinar — June 26, 2025 11
Slide 12: WHY is it worthwhile investing in China's MedTech market?
WHY is it worthwhile investing in China’s MedTech market? • Global #2 MedTech market with high growth potential • 300M 65+ aging population by 2030 (30% of global) • Global #1 patient pool Volume + for many diseases e.g. cancer/ stroke/ diabetes/ cardiovascular • China to be a high-income country •
Slide 13: WHAT makes the China MedTech market attractive?
WHAT makes the China MedTech market attractive? Innovation Speed Cost efficiency # FDA breakthrough designation products from Chinese local MedTech Fast time to market ENGINEERS’ ANNUAL SALARY players (2020-2023) 3~6 years to complete R&D of leading technology 9% of total 13 Labor FOR EXAMPLE: cost
Slide 14: HOW to win in China… recommendations for MedTech MNCs
HOW to win in China… recommendations for MedTech MNCs 1 Make a ‘no regret’ decision in 2025 China is heading to be the global #1 economy and #1 Medtech market 2 Have a very clear positioning of China in your global framework... e.g. supply chain, source of innovation, clinical research, commercial,
Slide 15: 5 Learnings on China market access
5 Learnings on China market access Yuran Chen Managing Director of China, Atos Medical, a Coloplast business
Slide 16: 1 - Take a holistic approach
1 - Take a holistic approach Charge code Let’s decide when we finish registration…. Medical consumable Name, category, IFU content from the registration process code might also impact the charge code, medical consumable code, which then further impact reimbursement and hospital listing process Regis
Slide 17: 2 - Start early and act fast
2 - Start early and act fast “We have just had a meeting….” “Let’s discuss “There might be vs. “ Great, we plan more before making a new policy coming, to have a meeting a decision” let’s wait?” just next week, if you can…” It takes time A good balance – for new policy to be implemented; Sometimes,
Slide 18: 3 - Navigate local reimbursement complexity
3 - Navigate local reimbursement complexity • Reimbursement Consumable List (RCL) is currently managed at provincial level and municipal level • “If you can demonstrate that this is a prothesis, then…” vs. “It needs to state in the IFU that…” vs. “You need to apply and get approval for …” - Some sha
Slide 19: 4 - Build a coalition of support
4 - Build a coalition of support • Medical associations • Patient organizations • Industry alliances • Government-affiliated bodies • Embassy • Media • National level • Provincial level Inside China’s MedTech market: Market access, regulation and innovation — Webinar — June 26, 2025 19
Slide 20: 5 - Long-term thinking and full commitment
5 - Long-term thinking and full commitment Geographic coverage Segmentation and targeting “Competition” on Network to discuss and having new technology find local solution in the hospital Inside China’s MedTech market: Market access, regulation and innovation — Webinar — June 26, 2025 20
Slide 21: Looking ahead and leveraging the drive for innovation
Looking ahead and leveraging the drive for innovation Nancy (Shuhuai) Jin Engagement Manager, Management Consulting, IQVIA China
Slide 22: Approval of innovative products has accelerated since 2019
Approval of innovative products has accelerated since 2019 # of approvals of “innovative product” 61 VBP introduced in 2019 55 25 • Medical device innovation 35 has shown positive and 27 high growth over the past 26 five years 17 20 21 12 • In the past three years, 19 11 5 the proportion of innovati
Slide 23: China robotic-assisted surgery growth trend (2015–2027)
China robotic-assisted surgery growth trend (2015–2027) IQVIA MedTech MMM Data - Example of the impact of China’s policies on innovation in MedTech 350000 • Sustained Growth: 25–30% annual growth across the decade 300000 • Future Ready: Projected to surge past 300,000+ procedures/year by 2027. 25000
Slide 24: The payment pathway is open for innovative products and technologies
The payment pathway is open for innovative products and technologies to address clinical unmet needs Exclusions from diagnosis- Local reimbursement related group (DRG) Funding saved from VBP to be More regions are exploring ways reallocated to professional fee of excluding innovative products and va
Slide 25: Early market access to realize China's potential
Early market access to realize China’s potential: Leverage favorable policies in GBA and Hainan to design orchestrated strategy for commercial success Early access to the China market ahead of NMPA approval to: 1. Generate evidence to accelerate national launch 2. Test the market through patient/HCP
Slide 26: The scale of commercial health insurance market is growing rapidly
The scale of commercial health insurance market is growing rapidly, among which disease insurance and medical insurance are the main types Original premium income of commercial FOREIGN DOMESTIC INVESTMENT INVESTMENT health insurance1 (bn RMB) 977 865 904 817 845 707 Chain 545 hospital 404 439 241 11
Slide 27: Key takeaways – Succeeding in China's MedTech market
Key takeaways – Succeeding in China’s MedTech market 1 2 3 Start Think Go beyond early long-term manu- facturing Local reimbursement Don’t be deterred by short- Success requires deep pathways are complex — term volatility. China is a market integration — early engagement is critical strategic market
Slide 28: Closing thoughts: Be prepared
Closing thoughts: Be prepared Zhen Nie Head of Med Devices, Global Consulting, IQVIA MedTech
Slide 29: IQVIA MedTech Market Access Navigator
IQVIA MedTech Market Access Navigator© Decision points to achieve market access PRE-MARKET ACCESS POST-MARKET ACCESS Market Product Evidence Reimbursement Post-market strategic steps assessment Registration assessment For the medical Evaluate market size Regulatory compliance monitoring Engagement w
Slide 30: Contact our IQVIA MedTech consultants with any further questions
Contact our IQVIA MedTech consultants with any further questions Zhen Nie Nancy (Shuhuai) Jin Head of Med Devices, Engagement Manager, Global Consulting, Management Consulting, IQVIA MedTech IQVIA China zhen.nie@iqvia.com shuhuai.jin@iqvia.com Inside China’s MedTech market: Market access, regulation
Slide 31: Thank you
Thank you