👀 Mgoes (bio/acc 🤖💉) @m_goes_distance My theory is biotech is about to turn into a national security thing and the west doesn't really get a vote Beijing just floated blocking foreign buyouts of china's cell and gene therapy and siRNA platforms And what's interesting is what they're NOT blocking. Licensing individual drugs is still totally fine So you can sell the west a medicine, just not the platform that makes the next 100 of them And the west has been buying like crazy lol. Foreign deals for chinese biotech assets are at $120B through august, up 36% Astrazeneca's $1B gracell deal, that CAR-T platform, probably doesn't happen under this draft Same update hits AI tech too btw we spent years fighting over who gets the chips. Feels like the next fight is over who owns the platforms that spit out the next generation of medicines Once biology is programmable it's not really a healthcare business anymore, it's infrastructure Still just a draft tho, comments open till nov 15 bio/acc. 🔗 View Quoted Tweet
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