Big Pharma is collapsing and no one’s telling you why. The real reason isn’t politics or profits. It’s China. And the game is already over.
Big Pharma is increasingly reliant on Chinese biotech advances share.google/gqXFv29jBt7kzS…
Big Pharma is increasingly reliant on Chinese biotech advances share.google/gqXFv29jBt7kzS…
Exhibit Q18: Big Pharma Is Finished
Western media won’t say it. But the global pharmaceutical order is collapsing. And China is the reason why.
Not because of espionage. Because of competence. (1/11)
Western media won’t say it. But the global pharmaceutical order is collapsing. And China is the reason why.
Not because of espionage. Because of competence. (1/11)
For decades, Big Pharma thrived under a parasitic model.
Outsource everything. Milk patents. Inflate prices. Delay generics. Fund lobbyists to kill reform.
It was never about medicine. It was about monopoly rents. (2/11)
Outsource everything. Milk patents. Inflate prices. Delay generics. Fund lobbyists to kill reform.
It was never about medicine. It was about monopoly rents. (2/11)
China chose a different path. It built biotech capacity from the ground up.
Massive state investment. STEM education. Repatriated talent. Infrastructure scaled to a billion people.
It wasn't neoliberal. It was national. And it worked. (3/11)
Massive state investment. STEM education. Repatriated talent. Infrastructure scaled to a billion people.
It wasn't neoliberal. It was national. And it worked. (3/11)
In 2025, Chinese firms accounted for 18 percent of all global licensing deals. One-third of the total deal value came from China.
Pfizer, Merck, and AstraZeneca are now dependent on Chinese partners to refill their pipelines. (4/11)
Pfizer, Merck, and AstraZeneca are now dependent on Chinese partners to refill their pipelines. (4/11)
Why are Western pharma giants flocking to Chinese biotech?
Because China delivers clinical trials two to three times faster. Costs are 70 percent lower. The health data pool is unmatched. (5/11)
Because China delivers clinical trials two to three times faster. Costs are 70 percent lower. The health data pool is unmatched. (5/11)
Meanwhile, U.S. pharma is a financial zombie.
It gutted R&D. It outsourced innovation. It normalized regulatory capture. Its core skill is not science. It is rent-seeking and acquisitions. (6/11)
It gutted R&D. It outsourced innovation. It normalized regulatory capture. Its core skill is not science. It is rent-seeking and acquisitions. (6/11)
Now the contradictions are impossible to hide.
Washington wants Cold War with China. Big Pharma wants research deals with China.
You cannot isolate the nation that supplies your drug pipeline and expect no consequences. (7/11)
Washington wants Cold War with China. Big Pharma wants research deals with China.
You cannot isolate the nation that supplies your drug pipeline and expect no consequences. (7/11)
The BIOSECURE Act and Section 232 biotech tariffs aim to force decoupling.
But without China, Western pharma has no backup plan. No cost advantage. No trial speed. No real pipeline. (8/11)
But without China, Western pharma has no backup plan. No cost advantage. No trial speed. No real pipeline. (8/11)
This is not just a pharma story. It is a civilizational story.
The U.S. let Wall Street take over its science and production base. China built a system to serve its population. That system now dominates. (9/11)
The U.S. let Wall Street take over its science and production base. China built a system to serve its population. That system now dominates. (9/11)
Big Pharma’s collapse reveals something deeper.
America chose finance over factories. Intellectual property over real invention. Private equity over public health.
China didn’t just catch up. It built a superior model. (10/11)
America chose finance over factories. Intellectual property over real invention. Private equity over public health.
China didn’t just catch up. It built a superior model. (10/11)
Exhibit Q18, filed.
Big Pharma is finished. Not because China cheated. But because America abandoned the idea of building for the public good.
Now the reckoning is here. (11/11)
Big Pharma is finished. Not because China cheated. But because America abandoned the idea of building for the public good.
Now the reckoning is here. (11/11)
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