Bunny Hills
L1 2.0 amendment samdt393-118

samdt393-118

Amendment to: FY2024 National Defense Authorization Act (NDAA, Senate vehicle)

Why China-relevant: REPORTS ON AND INVESTMENTS IN PHARMACEUTICAL SUPPLY CHAIN RESILIENCY TO REDUCE RELIANCE ON THE PEOPLE'S REPUBLIC OF CHINA

Sponsor: Lankford, James

Timeline

  1. Filed
  2. Passed chamber (vote) [senate]vehicle

Vehicle: FY2024 National Defense Authorization Act (NDAA, Senate vehicle)

  1. Introduced
  2. Passed committee
  3. Passed Senate
  4. Passed House
  5. Sent to President
  6. Became law

done next step still ahead did not advance

Stage: Died in the 118th Congress

Resolved. Model had estimated 18% to become law

  • + Is/rides a must-pass vehicle (NDAA or appropriations)
  • + Sponsored by a member of the majority party
  • − No cosponsors

Legislative likelihood — a tracking indicator, not investment advice.

Signals — secondary, directional

PRC retaliation risk low Hawkishness 1–5 3

Directional context (see Methodology); the pinned, high-confidence axes are relevance and asset impact.

Shares that might be influenced

Each sector shows a direction (which way its China-related names are pushed) and, for precise mappings, how hard this bill hits the sector — rated marginal → very strong (1–5). Hover any chip for its definition. The headline 0–5 impact is at the top of the card.

China Pharma negative modest (2/5) precise 806 names

DFC support and sourcing certification modestly redirect pharmaceutical supply-chain investment away from PRC dependence.

Ticker Name (Local) Name (EN) Restriction Lists
688235.SS 百济神州 BEONE MEDICINES
600276.SS 恒瑞医药 HENGRUI PHARMA
603259.SS 药明康德 WuXi AppTec
3692.HK 翰森制药 Hansoh Pharmaceutical Group Company Limited
300760.SZ 迈瑞医疗 MR
2269.HK 药明生物 WUXI BIOLOGICS (CAYMAN) INC.
1801.HK 信达生物 Innovent Biologics, Inc.
6618.HK 京东健康 JD Health International Inc.
6990.HK 科伦博泰生物 Sichuan Kelun-Biotech Biopharmaceutical Co., Ltd.
9926.HK 康方生物 Akeso,Inc.
+796 more
China ADRs (Broad) negative marginal (1/5) precise 286 names

China-exposed healthcare supply chains face modest policy pressure.

Ticker Name (Local) Name (EN) Restriction Lists
9988.HK 阿里巴巴-W Alibaba Group Holding Limited
9618.HK 京东集团-SW JD.com, Inc.
9961.HK 携程集团-S Trip.com Group Limited
2057.HK 中通快递-W ZTO Express (Cayman) Inc.
PDD 拼多多 PDD Holdings (ADR)
9987.HK 百胜中国 Yum China Holdings, Inc.
1179.HK 华住集团-S H World Group Limited
9901.HK 新东方-S NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC.
2076.HK BOSS直聘-W KANZHUN LIMITED
9896.HK 名创优品 MINISO Group Holding Limited
+276 more