Jerry Lee

speaker

109 appearances 1 recordings 1 series first heard Jun 2026 last heard 26 Jun

Jerry Lee’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.

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Making Sense · Dealmaking in healthcare: A mid-year pulse check · 26 Jun 2026 podcast

I think that oncology doesn't have borders.

I think that immunology doesn't have borders.

CNS doesn't have borders.

And therefore, I think we as a candidate, as a financial community, we should think about innovation really without borders.

And all of this is for one end, which is patients are global.

Now I think what's very, very top of mind for every single board and every single CEO is China, especially in biochemistry.

When you look back at 2025, the sheer volumes of China BD deals into the U.S.

and Europe were staggering.

We saw 150 deals east to west.

$135 billion of biobucks and $7 billion up front.

And so incredible increase in the share volume of deals.

China has done in various industries over the last 30 or 40 years.

They migrated from API to generics to biosimilars to Mi5s to Me2s to now truly potentially best in class.

First in class.

And so it's a super exciting time to be involved in innovation, whether you're in China, the US, Europe, or otherwise.

I think a lot of US and European large caps specifically think about China as really a place of real innovation.

They're spending real time on the ground.

They're doing their own innovation summits in Shanghai, Zhangjiang district, thinking about really just where's the next one.

Yeah.

Oncology, I and I, on you know, CNS asset coming from.

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