Tess Cameron
biotech investor · Biotech investor
“If I'm a European investor, I'm like, absolutely, like, put that coins act in. That's great. Because... my deals with, like, China biotech are going to become that much cheaper, right?”
“There are actual valid security concerns... manufacturing. That is an absolutely valid concern... we kind of separate out physical supply chains for manufacturing of drug product versus the innovator supply chain which is more around ideas and molecules.”
“Almost, you know, $11 billion, 10.9... buyout for the company... they have... a Half Life Extended IL13 antibody, Zumi Lockabart... being positioned as a potential better... better dupixent.”
“Germany came out with a... policy in April where they said... we're going to use drug pricing to close the funding gap in our budget... if you make more revenue as a drug... we're going to... cut the price more.”
“We saw... Lilly announced that they were going to reduce investment in Germany.”
“USTR came out... in June 18, saying that they were going to open an investigation under section 301 into... those pricing policies.”
“we need to make a distinction between physical supply chains and innovation supply chains.”
Tess Cameron
One-line summary: Biotech investor on the Biotech Hangout roundtable; argues COINS-Act-style capital restrictions hand advantage to European/Chinese players and conflate manufacturing security with innovation flows.
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Said
Speaker-attributed claims extracted from diarized sources. Each bullet mirrors one entry in quotes: frontmatter — keep them in sync.
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On us-biotech-strategic-technology-offshoring:
"If I'm a European investor, I'm like, absolutely, like, put that coins act in. That's great. Because... my deals with, like, China biotech are going to become that much cheaper, right?" — 2026-06-09-podcast-biotech-hangout-episode-185-june-5-2026 (2026-06-09)
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On us-biotech-strategic-technology-offshoring:
"There are actual valid security concerns... manufacturing. That is an absolutely valid concern... we kind of separate out physical supply chains for manufacturing of drug product versus the innovator supply chain which is more around ideas and molecules." — 2026-06-09-podcast-biotech-hangout-episode-185-june-5-2026 (2026-06-09)
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On (no topic linked):
"Almost, you know, $11 billion, 10.9... buyout for the company... they have... a Half Life Extended IL13 antibody, Zumi Lockabart... being positioned as a potential better... better dupixent." — 2026-06-26-podcast-biotech-hangout-episode-187-june-26-2026 (2026-06-26)
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On german-drug-pricing-to-section-301-retaliation:
"Germany came out with a... policy in April where they said... we're going to use drug pricing to close the funding gap in our budget... if you make more revenue as a drug... we're going to... cut the price more." — 2026-06-26-podcast-biotech-hangout-episode-187-june-26-2026 (2026-06-26)
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On german-drug-pricing-to-section-301-retaliation:
"We saw... Lilly announced that they were going to reduce investment in Germany." — 2026-06-26-podcast-biotech-hangout-episode-187-june-26-2026 (2026-06-26)
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On german-drug-pricing-to-section-301-retaliation:
"USTR came out... in June 18, saying that they were going to open an investigation under section 301 into... those pricing policies." — 2026-06-26-podcast-biotech-hangout-episode-187-june-26-2026 (2026-06-26)
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On us-biotech-strategic-technology-offshoring:
"we need to make a distinction between physical supply chains and innovation supply chains." — 2026-06-26-podcast-biotech-hangout-episode-187-june-26-2026 (2026-06-26)
Sources
- 2026-06-09-podcast-biotech-hangout-episode-185-june-5-2026
- 2026-06-26-podcast-biotech-hangout-episode-187-june-26-2026
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