Chinese biopharma stocks jump as U.S. weighs keeping door open to drug deals
Chinese biopharma stocks rose on Monday after a report that the U.S. may continue to allow most drug licensing deals with Chinese firms.
TL;DR
- Chinese biopharma stocks advanced significantly on Monday.
- Innovent Biologics jumped 7% and Akeso rose 8%.
- The gains are linked to a report that the U.S. may allow most drug licensing deals with Chinese firms to continue.
- This approach would set biopharma apart from sectors like AI and semiconductors, where U.S. restrictions on China have tightened.
- Nearly half of U.S. drug licensing deals from overseas in 2025 were with Chinese companies.
- China completed 81 out-licensing deals worth $110 billion in the first half of 2026.