BioPharma Dive February 3, 2025

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The role of China in the pharma market is changing. Until recently Chinese firms were seen by most Western players as a threat, or at the very least, a challenging unknown. Not now. In 2025, China represents possibly the biggest opportunity for many large pharma companies. In particular, those facing big holes in their revenue streams as blockbuster drugs succumb to loss of exclusivity. For these companies, looking east may offer the most cost effective way to give their pipelines a much-needed boost.This isn’t purely noise. A recent report from Stifel showed that 30% of licensing deals from big pharma companies now involve a Chinese biotech. Together, Chinese companies have added more than 4,100 innovative new...

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