Check out this great article from Kushaal Desai, diving into the most significant current trends in global biotech - China’s emerging dominance in the creation of best- and first-in-class therapeutics. Together with Jamie Rintoul and Jacopo Gabrielli, they distill some of the key driving forces as well as considerations for investors and entrepreneurs, based on views shared by top industry experts at a breakfast recently hosted by IQC in March.
China's rapid rise in global biotech has captured plenty of media attention—but we felt something was missing. While headlines buzzed about the latest big deals, few have been actively discussing the broader implications of this trend, particularly for early-stage innovators and investors in the West. To shed light on this Jacopo Gabrielli, Jamie Rintoul and I decided to assemble an incredible group of investors, pharma and CRO representatives, academics, and clinical trials experts to learn more. We're hugely grateful to both Tim Funnell and Robert Darwin, fresh from their own experiences with Ouro and Verdiva, respectively, for leading the fascinating discussion. Our attendees did not disappoint - providing unique perspectives on navigating Chinese biotech partnerships and investments. We've distilled some of the key insights from that discussion, along with our own analysis, into a short article highlighting the real implications of China's biotech boom. We're eager to spark a wider conversation—your thoughts and counter-perspectives would be hugely valuable. Check out the article and please reach out (kushaal@iqcapital.vc) — we'd love to hear your take! https://lnkd.in/eej2g7aW