Strategic Infrastructure in a Fragmenting World: Biotech in the Transition Zone

By Jason Campagna, CMO of Q32 Bio, as part of the From The Trenches feature of LifeSciVC

We’re entering a phase shift in biotech—one that extends beyond molecules, pipelines, or even platforms. Tariff escalations, supply chain fractures, and a reassertion of industrial policy are reshaping the terrain beneath us. The scrutiny and legislative backlash against WuXi AppTec—one of the world’s largest CDMOs—has brought into public view what many in the industry have long navigated quietly, that biotechnology’s foundational reliance on globally integrated supply chains is no longer politically or operationally stable.

The WuXi case is…