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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
·
March 14, 2026
Goliath’s World and the Encroachment Imperative
When physics demands integration, modularity becomes a liability. That is the hardware industry's problem now.
Nilesh Jasani
·
March 10, 2026
Optical Rivalries: Where One Tech Must Lose for the Other to Win
The red-hot interconnect space is not only small but endlessly self-cannibalizing, with many incompatible narratives
Nilesh Jasani
·
March 7, 2026
Five Certainties in the AI Storm: Beyond Hope and Hype
AI’s impact won’t be announced by a gradual S-curve. Using five indisputable priors, we arrive at five near-certain realities staring at us
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