Protectionist tariff policies are driving an “America-first resurgence” in biotech, creating structural advantages for US companies while potentially suppressing M&A activity. PitchBook’s analysis identifies premium investment opportunities in AI-driven drug discovery platforms (such as Isomorphic Labs) and compact biomanufacturing technologies (such as Cellares and Cellino) that address domestic labor costs while offering significant growth potential.
Read the full article: PitchBook Analyst Note: Biotech & Pharma Tariff-Driven VC Opportunities //
Source: https://pitchbook.com/news/reports/q2-2025-pitchbook-analyst-note-biotech-pharma-tariff-driven-vc-opportunities