After relistening 10-16th minute of video, Yacov mentions Gmpatch, U$35/day, $12000/yr, (not $30/day, inflation adjusted?),
CFDA/Nmpa , "WHEN", not "if", mid to late summer(usa), 1June-Sept30, 2020
Nursing homes - *10000 n.homes, 700'000 residents
@ricky_banker Deloitte did a pdf report 3 yrs ago - "China's Senior Housing- Now and the Future"
If you have interest, you can google and digest it to speculate who among names menrioned in report is likely to have *10000 Nursing Homes:
Fosun Group? Poly Real Esate? Ping An? Sino Ocean? China life? Vanke? etc cheers
ps IP May 2017 asx G.Yimei,70/30, hold all the IP developed in china. Sino fund partner is a big Guangzhou govt state fund with muscles to catch IP thieves. vs R&D is carried out in 100% owned subsidiary in Israel
