Biotech Intelligence

Briefings

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

16 issues published · Published every Thursday since December 2025

Showing 2 briefings tagged “GSK”

·10 min readFeatured

Biotech Intelligence #12: What the GSK-Hengrui Deal Really Says About China Licensing

GSK-Hengrui's roughly $12B multi-asset deal suggests Western pharma is getting more comfortable underwriting Chinese platform depth. Also this week: BIOSECURE timing, CDE signals, and what WuXi exposure really means.

GSKHengruiADCBIOSECUREdeal-analysis
·4 min read

Biotech Intelligence #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