A prescription for power – China’s biotech boom and the new global pharma order
- Healthcare
How is China's emergence as a biotech powerhouse reshaping the global pharmaceutical industry? What do US policy shifts mean for drug pricing, manufacturing and innovation? And can Europe remain competitive as investment, R&D and supply chains evolve? Here's our take
In this episode, host Michael Constantine, Head of Marketing for the Americas at ING, is joined by Diederik Stadig, Senior Healthcare Economist, and Stephen Farrelly, Global Lead for Pharma and Healthcare, to unpack the forces redefining the sector in 2026 and beyond.
Drawing on insights from a recent trip across Asia, they explore China's transformation from a manufacturing hub into a leading centre for biotech innovation, with additional commentary from Lynn Song, Chief Economist for Greater China. They also discuss ongoing challenges facing Europe as it grapples with growing pressure from both the US and China, with René Willekes, Healthcare Sector Lead for Switzerland, sharing his perspective on how Switzerland can maintain its position as a leading life sciences hub in a rapidly changing industry. Together, they assess what these shifts mean for innovation, investment, supply chains and access to medicines over the coming decade.
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