北京拟限制外资收购中国细胞与基因治疗平台
北京要把基因治疗平台当国家安全资产管起来了，卖药可以卖平台不行，1200 亿美元的对外交易可能被卡住。
北京正在征求意见的一份草案拟阻止外资收购中国的细胞与基因治疗、siRNA 平台。草案不限制单个药物授权，即西方向外卖药仍然可行，但制造后续药物的底层平台不得出售。截至 8 月，中国生物科技资产的对外交易已达 1200 亿美元，同比增长 36%，AstraZeneca 10 亿美元的 Gracell CAR-T 交易在此草案下或将无法完成。该限制思路同样适用于 AI 领域，评论开放至 11 月 15 日。
👀 Mgoes (bio/acc 🤖💉) @m_goes_distance My theory is biotech is about to turn into a national security thing and the west doesn't really get a vote Beijing just floated blocking foreign buyouts of china's cell and gene therapy and siRNA platforms And what's interesting is what they're NOT blocking. Licensing individual drugs is still totally fine So you can sell the west a medicine, just not the platform that makes the next 100 of them And the west has been buying like crazy lol. Foreign deals for chinese biotech assets are at $120B through august, up 36% Astrazeneca's $1B gracell deal, that CAR-T platform, probably doesn't happen under this draft Same update hits AI tech too btw we spent years fighting over who gets the chips. Feels like the next fight is over who owns the platforms that spit out the next generation of medicines Once biology is programmable it's not really a healthcare business anymore, it's infrastructure Still just a draft tho, comments open till nov 15 bio/acc. 🔗 View Quoted Tweet 💬 0 🔄 0 ❤️ 2 👀 1874 📊 1 ⚡
