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Non-obvious

When you think China supply chains you may think ‘apparel + tech components’

Few know HOW MUCH biotech+pharma is outsourced to China CROs

BIG near term impact for drug discovery/development (chem + bio)

BIG long term potential for automated cloud labs—& US players
2/ (full disclosure: talking my book + Lux family co’s) but three fast growing ventures *incidentally* (not intentionally) in this theme worth knowing (Strateos, Avail, Vium)

a) @StrateosLab
3/ Vium.com — automated 24/7 high-tech vivariums
4/ Avail is alas in stealth
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