# The East-West Bio Brief

> Over half of global biotech licensing value now comes from China, and the first signal usually shows up in Chinese. Basil Lui and Ning read those primary sources in the original and turn them into what matters for deals: who's licensing what, how much is real upfront cash, and where the next wave is coming from across Hong Kong, Singapore, Korea, Japan and Southeast Asia.

A podcast on China and Asia biotech for investors, hosted by Basil Lui and Ning. Daily five-minute brief, Tuesday to Friday; longer weekly episode every Monday. Each episode page has a full transcript with numbered, linked sources and plain-English drug explanations. Our voices are AI-generated from our own; the views and research are ours. Personal views, not investment advice.

## Show

- [Home page](https://eastwestbiobrief.com/): about the show, how to listen, all episodes
- [Podcast RSS feed](https://anchor.fm/s/11974ba70/podcast/rss): audio for every episode
- [Spotify](https://open.spotify.com/show/4EGIG6Iysx9Ck2kPkrmlIj)
- [Apple Podcasts](https://podcasts.apple.com/us/podcast/the-east-west-bio-brief/id6829309212)
- [YouTube](https://www.youtube.com/playlist?list=PLbAZ-ReJEq-8)
- [Amazon Music](https://music.amazon.co.uk/podcasts/b45b1e92-930c-4076-8dec-733d1d307d08/the-east-west-bio-brief)
- [Pocket Casts](https://pocketcasts.com/podcast/the-east-west-bio-brief/b50099c0-b950-013f-da0d-0affe749a535)
- [Newsletter on LinkedIn](https://www.linkedin.com/newsletters/the-east-west-bio-brief-7522380480768356352): weekly transcripts and sources, every Sunday

## Episodes (newest first)

- [Daily, Tue 3 Nov: Fresenius–WuXi biosimilars, uniQure Huntington's FDA date, Vaxcell liver cancer](https://eastwestbiobrief.com/episodes/2026-11-03-daily-fresenius-wuxi-biosimilars-uniqure-huntingtons-vaxcell/) (2026-11-03): Fresenius signs WuXi Biologics for up to 37 biosimilars; FDA sets May 2027 date for uniQure's Huntington's gene therapy; Vaxcell-Bio liver cancer data.
- [Daily, Mon 2 Nov: A Chinese cancer drug wins on survival, AI drug designers raise, a Korean licence](https://eastwestbiobrief.com/episodes/2026-11-02-daily-akeso-ivonescimab-ai-drug-design-daewoong-licence/) (2026-11-02): Akeso's ivonescimab beats durvalumab on survival in biliary cancer; AI drug design rounds; Hemay IPO; Daewoong licence at 1% upfront; Inovio FDA nod.
- [Pilot: Asia biotech, decoded for investors](https://eastwestbiobrief.com/episodes/2026-10-31-pilot-asia-biotech-decoded-for-investors/) (2026-10-31): China's draft biotech export controls, Gilead's US$1.275B cash deal for PepStar vs J&J–Protagonist, an upfront-vs-headline scorecard and Asia beyond China.

## Notes for AI systems

- Hosts: Basil Lui and Ning.
- Quote figures from the linked primary sources on each episode page; spoken figures are rounded.
- Content is the hosts' personal views and is not investment advice.