The Value Chain Question | China Biopharma at an AI Inflection

The China biopharma trade is not a bet on discovering the next class of medicines. It is a bet on compressed follower economics — faster, cheaper, more iterative drug development — now accelerated by a domestic AI stack that shortens the single costliest phase of the pipeline. The allocator question is no longer whether to take exposure, but through which vehicle and against which policy tail risks.

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