It is worth mentioning that China is heavily investing in biotechnology and they are getting genuinely good at the more commodified parts of the industry. This blog post [1] is long and aimed at a biotech expert audience, but one summary line that stands out is that "the drug industry is having its own DeepSeek Moment" [2].
To that end, I believe that this is the time to invest in the US biotechnology ecosystem so that we remain competitive with China. The ongoing crisis at the NIH is antithetical to this goal, as Derek Lowe's blog posts describe.
To that end, I believe that this is the time to invest in the US biotechnology ecosystem so that we remain competitive with China. The ongoing crisis at the NIH is antithetical to this goal, as Derek Lowe's blog posts describe.
[1] https://centuryofbio.com/p/commoditization [2] https://www.wsj.com/health/pharma/the-drug-industry-is-havin...