Briefings

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

16 issues published · Every Thursday since December 2025

Showing 6 briefings tagged “BCC List

·5 min read

China Biotech Weekly #15: The WuXi Question — Mapping the Supply Chain Exposure That 79% of US Biotechs Share

WuXi AppTec touches 79% of US biotech supply chains. We map the corporate structure, track the BIOSECURE exposure, and analyze what alternative CDMO strategies look like in practice.

WuXiBIOSECURECDMOCROCorporate Structure
·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
·4 min read

China Biotech Weekly #8: WuXi AppTec Earnings — Revenue Up, BIOSECURE Risk Priced In

WuXi AppTec reported Q4 2025 earnings showing continued US client revenue growth despite BIOSECURE uncertainty. We analyze what the numbers reveal about client retention, the XDC IPO timeline, and what the brief 1260H listing means for your compliance planning.

WuXiBIOSECURECDMO1260HBCC List
·4 min read

China Biotech Weekly #7: Pentagon Adds WuXi to 1260H List — Then Withdraws It Hours Later

The Pentagon published an updated 1260H list including WuXi AppTec, then withdrew the entire document within hours. We analyze what happened, what it means for BIOSECURE compliance, and why the withdrawal may not provide the relief WuXi hopes for.

BIOSECUREWuXi1260HBCC ListCDMO
·4 min read

China Biotech Weekly #2: 15 Law Firms Published BIOSECURE Advisories — Here's What They Agree On (and Where They Diverge)

Baker McKenzie, Ropes & Gray, Arnold & Porter, Latham & Watkins, K&L Gates, and 10 more Am Law 100 firms have published BIOSECURE client advisories. We synthesize the consensus, flag where firms disagree on scope and timeline, and extract the compliance checklist every GC needs.

BIOSECUREBCC ListWuXiBGI1260H
·4 min read

Special Issue: BIOSECURE Act Signed Into Law — What BD Teams Need to Know Now

President Trump signed the BIOSECURE Act on December 18, 2025 as part of the FY2026 NDAA. We break down the three BCC designation categories, the implementation timeline, and what this means for your Chinese CDMO contracts — starting today.

BIOSECUREBCC ListWuXiBGICDMO

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