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@varma_ashwin97 "@sichuan_mala @facelessbuilds @teortaxesTex Having established that the relative advantages of Chinese biotech have now become clear: a) Speed to molecule discovery which has enabled just an explosion of molecules in every possible config. b) Speed into the clinic d/t unique China regs that they made in 2017ish"
X Link @varma_ashwin97 2025-10-06T20:15Z 2342 followers, XXX engagements

"@sichuan_mala @facelessbuilds @teortaxesTex a) has led to some novel MoAs coming from China (PD-1xVEGF as you point out with Akeso) just from sheer recombination. But still although I wouldn't count on this being an advantage long they are not as far along on unique biology"
X Link @varma_ashwin97 2025-10-06T20:15Z 2342 followers, XXX engagements

"@teortaxesTex In general Id be cautious with predictions of any technological dominance on timescales greater than X years if that. No one saw Japan rising to challenge the US semis in the 1980s ASML itself had to steal dominance from Nikon/Canon"
X Link @varma_ashwin97 2025-10-17T23:43Z 2342 followers, XXX engagements