DoctorDueDiligence
15.6K posts

DoctorDueDiligence
@DueDoctor
Come for the memes, stay to learn and Investment Takes. 100+ Free articles, never charged one cent. NFA. Commentary. 🇺🇸🇺🇸🇺🇸


@ntilmans Why wouldn’t you want China to solve the next pandemic as long as we could too? Moderna/Pfizer offered to sell their vaccines to China. China denied itself as a matter of pride. We should stay plugged into global R&D so we stay ahead. A ban would slow us down by raising costs.









@Gruniard1 Yes. But how? We spell out a chess strategy in the paper. What are moves China would make against that strategy? consider that you can’t just have a national champion in the drug industry… because drugs go generic. Read that section to see why dominance is always shifting.



The paradox of biotech protectionism: Why walling off China biotech weakens America US ban on Chinese biotech/trials would return pharma leadership to Europe, slow US patient access to new meds, & lead to US dependency protectionism claims to prevent. rapport.racap.com/all-stories/th…



We cannot allow a fat gap. Several countries that have never become obese like America has are going to skip it entirely and forever be skinny, even as they get rich. America must catch up. We need an easy-to-use, low-cost generic GLP-1, and we need it fast.


Could we be nearing the end of the China biotech deal wave? At least one prominent GOP lawmaker is pushing for the government to restrict them. endpoints.news/gop-lawmaker-a…

This morning I spoke to a clever, articulate young woman of 23 who has a First Class Honours degree. She cannot find work. She will do anything. Even @McDonalds turned her down. And yet we hear all of the time that these big companies need migration to fill their vacancies....






Congress should focus on these fronts, and I have bipartisan legislation & initiatives to run faster in them. What is less helpful is trying to play 'keep away' from China through protectionist measures. Those attempts rely upon a false analogy between semiconductors, where the United States has chokepoint control of critical inputs like chips & lithography machines, to biotechnology, where no such leverage exists.








