Briefings

Weekly intelligence on China biotech deals, CDE filings, and BIOSECURE compliance.

16 issues published · Every Thursday since December 2025

Showing 3 briefings tagged “AstraZeneca

·5 min read

China Biotech Weekly #13: The BIOSECURE Countdown — 9 Months Until the BCC List Reshapes China Pharma Partnerships

The OMB has 9 months to publish the BCC list. We break down the three designation categories, track which companies face real exposure, and analyze what AstraZeneca's $18.5B CSPC deal structure tells us about pricing China risk in 2026.

BIOSECUREBCC ListAstraZenecaWuXiBGI
·3 min read

China Biotech Weekly #10: The GLP-1 Race Goes East — Chinese Companies Enter the $100B Obesity Market

AstraZeneca's $18.5B CSPC deal wasn't just a cardiovascular play — it signaled Big Pharma's recognition that Chinese small molecule innovation extends to metabolic disease. We map the emerging Chinese GLP-1 landscape and analyze what it means for the global obesity drug race.

MetabolicSmall MoleculeAstraZenecaLicensingCDE Filing
·4 min read

China Biotech Weekly #1: $136B in 2025 — The Year Chinese Biotech Rewrote the Global Licensing Playbook

Chinese drug makers signed 157 out-licensing deals worth $136 billion in 2025 — nearly triple 2024. We break down the full-year numbers, the five mega-deals that defined the market, and what the data tells us about 2026.

LicensingADCBispecificAstraZenecaGSK

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