Western Biotech’s “DeepSeek Moment” – China’s Rise in Pharma Innovation.
A WSJ artivcle >>> https://lnkd.in/eSua5PBt The WSJ article opens with how Summit Therapeutics’ cancer drug, licensed from China’s Akeso, outperformed Merck’s $30B Keytruda. But apparently this isn't all that special — Chinese companies now account for 31% of major pharma licensing deals, up from just 5% in 2020. Why Chinese Biotech Is Winning ✅ Lower costs & streamlined clinical trials ✅ Lean operations with minimal bureaucracy ✅ Better drug candidates at lower prices ✅ Faster R&D with Wuxi and other CDMOs driving efficiency Source: Rui Ma 马睿 on X, WSJ
Jevons' Paradox in action: The initial response to the "DeepFreak" suggests companies are spending more, not less.
Cloud Capex is projected to grow 40% in 2025, according to @MeliusResearch Source: Holger Zschaepitz @Schuldensuehner
*TRUMP: WILL ANNOUNCE 25% TARIFFS ON STEEL, ALUMINUM MONDAY The largest exporter of steel & aluminum to the US? canada followed by mexico
What happened to the 30 day moratorium on tariffs from Canada & Mexico? Source: Vic_Turbendian
BREAKING: Beginning Monday, China will implement tariffs of up to 15% on $14 billion in U.S. exports, including LNG, coal, crude oil, farm equipment, and select vehicles.
Looks like China is fighting back against Trump's 10% tariffs on Chinese imports that he announced last week... Source: Financial Times
Monday and Friday have been quite bad for stocks so far in 2025.
The other three days have been solid. Source: Ryan Detrick, Carson
China's retaliatory tariff will hit the United States today.
Here is how the U.S Corporations and consumers will be impacted. Source: Unicus @UnicusResearch
Gold has been truly one of the GREATEST assets over the last few years, widely outperforming the S&P 500:
🔴 1-year performance: Gold +41% S&P 500 +21% 🔴 3-year: Gold +59% S&P 500 +34% 🔴 5-year: Gold +84% S&P 500 +80% Source. Global Markets Investor
Valuation of Public Companies with Market Caps Over $10B
The gap between European and U.S. equities continues to widen. While U.S. stocks trade at historically high valuations, their European counterparts lag significantly behind. source: A.Arouet
