Premium Weekly Newsletter
Dragon Pipeline
Thesis-driven intelligence on China biotech deals, licensing, and pipelines — sourced from Chinese-language primary data.
Who reads this
BD executives, licensing professionals, investors, and family offices who need real intelligence on China's biotech ecosystem — not filtered through Western media.
What's inside every issue
4,000-5,000 words of original analysis. 15-20 minute read.
Thesis of the Week
Deep analytical piece on one major China biotech theme with investment thesis, competitive landscape, and forward-looking implications.
Deal Tracker
5-10 deals of all sizes with company profiles, deal terms from filings, investor analysis, competitive context, and our thesis on why it matters.
Regulatory Intelligence
NMPA approvals, CDE review milestones, IND acceptances — sourced directly from Chinese regulatory databases, not Western media.
Pipeline Spotlight
Clinical trial milestones from Chinese biotechs: phase transitions, data readouts, partnering potential.
Capital Markets Pulse
HKEX Chapter 18A IPOs, STAR Market listings, funding rounds — translated from VCBeat and 36Kr.
The Long View
Editorial synthesis connecting the dots: emerging patterns, what's next, what most people aren't seeing.
Our sources
Primary and official sources only. No competitor editorial content. Every claim links to its source.
- CDE 药审中心 (drug acceptances, review status)
- NMPA 国家药监局 (approval database, policy)
- CNINFO 巨潮资讯 (Shenzhen exchange filings)
- HKEX 港交所 (Chapter 18A biotech filings)
- SSE 科创板 (STAR Market announcements)
- VCBeat 动脉网 (healthcare deal flow)
- 36Kr 36氪医疗 (biotech investment coverage)
- Bioon 生物谷 (R&D pipeline news)
Why this is different
We mine Chinese-language primary sources daily. Every insight comes from official filings and regulatory databases, translated and analyzed by AI trained on biotech deal-making.
Thesis-driven
Not news. Investment thesis for every deal.
Zero hallucination
Every claim links to an official source.
Primary sources
Official filings, not news aggregation.
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