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Nilesh Jasani
·
February 9, 2026
Shedding the Skin of Scandal: The Unbridled Paradox of Chinese Drug Discovery
Massive reforms, global deals and proven FDA approvals suggest Chinese clinical data deserves far more credit than skeptical markets allow.
Gary Pinge
·
January 29, 2026
China’s Pharma Foundry
The untold story of how contract labs became a pharmaceutical superpower. China didn't just join the drug discovery race; it rewrote the rules.
Archisha Mukherjee
·
January 22, 2026
The Accelerationist State: China’s Biopharma Industrialization
China’s biopharma surge is policy-made: statutory clocks, silent approvals, and scaled expertise—creating a pipeline too fast to ignore
Dr Bryan Chow
·
November 2, 2025
Takeda Blinked. Markets Didn’t. China’s Quiet Big-Pharma Break-In
Chinese pharma's breakthroughs are upending many important drivers and notions of the whole global healthcare industry
Dr Bryan Chow
·
June 18, 2025
AI’s Uneven Progress in Healthcare Subsegments
We evaluate five segments for the impact of AI, and feel that instrumentations may see the earliest winners
Articles on innovation
Our Latest Articles
Nilesh Jasani
·
June 18, 2026
Hidden in Plain Sight: the AI within Xiaomi
Many lessons from Xiaomi’s frontier-class model buiit from a standing start in a single year
Nilesh Jasani
·
June 13, 2026
Two Sides of the Coin
A season of games. Some played well, some badly, all of them in plain sight.
Nilesh Jasani
·
June 5, 2026
Is DRAM at a Permanently Higher Plateau?
A treatise on memory industry for what it is and has become, rather than on everything else supposedly driving it
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