Amid escalating U.S.-China trade tensions, top Chinese drug research firms like WuXi AppTec and WuXi Biologics (HK:2269) are adjusting operations to mitigate supply chain risks. These companies are stockpiling U.S. supplies, sourcing alternatives, and considering local testing options to maintain continuity in pharmaceutical development.
China’s biotech sector, a key player in global drug R&D for companies like Pfizer (NYSE:PFE) and AstraZeneca (NASDAQ:AZN), traditionally relies on U.S. imports such as reagents and clinical samples. However, recent tariff hikes and fears of restricted access are forcing firms to pause or reconsider new projects. Some companies, including Innovent Biologics and BeOne Medicines, are now exploring options to test U.S. clinical samples domestically rather than shipping them to China, which may significantly raise costs.
According to industry sources, WuXi AppTec and its biotech clients have already swapped U.S.-made reagents for non-U.S. alternatives due to rising tariffs. Meanwhile, WuXi Biologics reportedly placed unusually large orders with U.S. suppliers in April as a hedge against future trade policy shifts.
JS Biosciences, a Chinese culture media maker, has received inquiries from at least 17 clients since April to stockpile local raw materials. Delays in importing critical components—such as culture media from Fujifilm’s U.S. unit—have already caused Chinese firms to withdraw from certain international contracts.
Though U.S. and Chinese officials have signaled progress toward easing restrictions, uncertainties remain. Industry leaders like NeuExcell Therapeutics’ Chen Gong express growing concern about the unpredictable nature of future tariffs and how it may impact clinical trials and biotech investment.
With over $1.4 billion in U.S. diagnostic and laboratory reagents exported to China in 2024, the stakes remain high for both countries’ pharmaceutical industries.


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