Weekly intelligence on China biotech deals, CDE filings, and BIOSECURE compliance.
16 issues published · Every Thursday since December 2025
Showing 5 briefings tagged “CDMO”
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.
12 public biotech companies have now added BIOSECURE risk factor language to SEC filings. We analyze the emerging standard disclosure template, track the Pentagon 1260H list aftermath, and cover this week's CDE filings.
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.
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.
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.
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