My team and I just published a comprehensive analysis comparing the US, China, India, and the EU in the race to dominate the Bio-Industrial Technology Stack (BITS) through 2050. We can design the cures. We just can't make them at scale. China is executing a state-led bioeconomy strategy across all three layers. India is leveraging its generics dominance to climb the entire stack. Meanwhile, the US is fragmented. Bifurcated data privacy laws across states. No comprehensive federal framework. Re-shoring efforts that will take decades to catch up. This is the geopolitical tipping point. The nation that controls the "Sovereign Flywheel" — where manufacturing data feeds back into AI models in a closed loop — will control who has access to the cures of the future. This isn't about innovation anymore. It's about infrastructure. It's about sovereignty. Companies like Alloy Therapeutics, Inc. and Revalia Bio are keeping the US competitive. Building the validation and execution layers that actually matter. Proud of my team for putting this together. A framework that I hope shapes how we think about biotech as national security. Read the full publication here: https://lnkd.in/gJcdkkF4 Jason Novak Ebony C. Nathanael Green, PhD, #Biotech #NationalSecurity #AI #LifeSciences #VentureCapital
very important topic. thanks for sharing !
Sanus Media•3K followers
3wThis is such an important shift in the conversation: biotech advantage won’t belong to the country that can only discover faster, but to the one that can turn discovery into scalable, repeatable manufacturing with data feeding the whole system back into itself. Calling it a sovereignty issue is exactly right.