Hello Avatar! Welcome to the BowtiedBiotech podcast, where science meets business! If you're fascinated by breakthrough biotech, bold innovations, and the business behind the science, you're in the right place. Each week, we dive into the world of biotech with fresh insights, sharp analysis, and the stories that are shaping the future of health. Whether you’re an industry insider, an investor, or just biotech-curious, we’ve got something for you.
We are now publishing 7x per week according to the following cadence:
Mondays: Stock Analysis & Biotech Catalysts
Tuesdays: Biotech hot topics (X-article)
Wednesdays: Podcast
Thursdays: Public & Private Biotech Markets
Fridays: Your Weekly Biotech Fix
Saturdays: Podcast
Sundays: Biotech Strategic Topics
We are also publishing unique content on X - be sure to follow up if you are not already @BowTiedBiotech. And to check-out the archive of our work on X you can find it on our website at: BowtiedBiotech.subtack.com/x-articles.
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Welcome to the Bowtied Biotech Podcast. Today, we’re diving into the remarkable rise—and sharp decline—of venture capital in China, with a special focus on the biotech sector. Once a vibrant hub for innovation, China’s venture market has faced a dramatic contraction, with new company formations dropping from over 50,000 in 2018 to just 1,200 in 2023. What happened? From President Xi Jinping’s sweeping economic reforms to geopolitical tensions and shifting investor confidence, the factors are complex. Yet, amid this turmoil, global pharmaceutical giants like Novartis, Pfizer, and Eli Lilly are finding new opportunities in Chinese biotech, leveraging rapid development timelines and cost advantages. Join us as we unpack these trends, examine their implications for the global biotech ecosystem, and explore what lessons investors can draw from this seismic shift.
📣🎙️ TODAY’S POCAST:
[ 0:00 ] Intro
[ 0:34 ] Chinese Biotech Trends
[ 1:02 ] Company Formation Decline
[ 1:43 ] Challenge: Founder Asset Risks
[ 2:33 ] Crisis: 60% Funding Drop
[ 3:03 ] Shift: Big Pharma Partnerships
[ 3:34 ] Appeal: Speed and Costs
[ 5:00 ] Deals: Licensing Boom Growth
[ 6:00 ] Pharma vs Innovation
[ 7:00 ] Downside to the China paradigm
[ 8:43 ] Biotech Competition Grows
[ 9:11 ] Advances: ADCs and Bispecifics
[ 12:12 ] Sentiment: Mixed Scientist Reactions
[ 15:01 ] Closing
CONCLUSION
We hope you are enjoying our first leap into the podcast world! Instead of waiting until everything is perfect, we’re diving in and will continue improving as we go. Feel free to send us your suggestions, feedback, or constructive criticism—we’d love to hear from you!
As a reminder, if looking to go deeper into the topics we cover check out our website BowTiedBiotech.com, or DM us on twitter, or email us: bowtiedbiotech@gmail.com
ABOUT BOWTIEDBIOTECH
As a reminder, the purpose of the BowTiedBiotech substack is two-fold. Primarily, we aim to provide our scientist audience the tools to build a biotech company and ultimately translate their ideas into medicines for patients. Secondarily, biotech investors may find this substack useful as we will be providing weekly market updates of the public AND private markets as well as heavily leveraging current financing events as teaching examples.
DISCLAIMER
None of this is to be deemed legal or financial advice of any kind. All updates are sourced from publicly available disclosures. Insights are *opinions* written by an anonymous cartoon/scientist/investor.
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