Weekly intelligence on biotech deals, CDE filings, and BIOSECURE compliance.
16 issues published · Published every Thursday since December 2025
Showing 3 briefings tagged “AstraZeneca”
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.
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.
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.