Stock Markets May 26, 2026 07:50 AM

JW Therapeutics Says Beijing's Tech Scrutiny Has Not Disrupted Pharma Collaborations

Company CEO reports cross-border cell and gene therapy partnerships continuing despite heightened regulatory reviews of foreign tech deals

By Jordan Park BMY META

JW Therapeutics' chief executive Leo Tian says the company's international collaborations, especially in cell and gene therapies, have not been affected by China’s recent tighter review of overseas technology transactions. While Beijing moved to unwind Meta's purchase of AI startup Manus, industry observers note growing interest from international drugmakers in China-origin experimental therapies and anticipate a record year for biotech licensing.

JW Therapeutics Says Beijing's Tech Scrutiny Has Not Disrupted Pharma Collaborations
BMY META

Key Points

  • JW Therapeutics CEO Leo Tian says the company has not seen impacts from China’s heightened review of technology-related foreign deals.
  • International drugmakers are ramping up interest in experimental therapies developed in China, with analysts predicting a record year for biotech licensing.
  • China ordered Meta to reverse its acquisition of AI start-up Manus, a deal valued at more than $2 billion, signaling stricter scrutiny of foreign investment in advanced technology sectors.

JW Therapeutics maintains that its operations and partnership discussions have proceeded without interruption, despite Beijing stepping up scrutiny of technology-related foreign deals, the company’s CEO said on Tuesday.

Leo Tian, chief executive of JW Therapeutics, told Reuters that the firm has seen no practical impact so far from the Chinese authorities' more exacting review of overseas transactions. "For us, everything is business as usual. Our cross-border collaborations, especially in CGT (cell and gene therapies), are particularly dependent on international cooperation. So far, I have not seen any impact," he said.

The comments come amid broader market movements: international pharmaceutical companies are reportedly accelerating their efforts to license experimental drugs developed in China as they look to rein in costs ahead of looming patent expirations. Industry analysts cited in the reporting expect biotech licensing agreements to set a new high this year.

Concerns about a tighter regulatory environment for tech-linked deals intensified last month when China ordered U.S. social media company Meta to reverse its acquisition of artificial intelligence start-up Manus, a deal valued at more than $2 billion. That decision is being interpreted as part of a tougher stance on U.S. investment in Chinese firms working on advanced technologies and has introduced an element of uncertainty across multiple sectors.

JW Therapeutics, which develops cell immunotherapy products, counts U.S. drugmaker Bristol Myers Squibb as its largest shareholder via BMS’s wholly owned unit Juno Therapeutics. Tian said JW is actively exploring collaborations with partners outside China to advance assets in its development pipeline.

Observers have suggested that the blocking of Meta’s Manus deal could raise the perceived risk for international investors targeting advanced technology companies with ties to China, though Tian’s remarks indicate JW Therapeutics has not experienced direct repercussions to its cross-border clinical and development work.


Context and implications

  • Global pharma firms are increasingly looking to China-origin experimental treatments as part of cost management and pipeline replenishment strategies.
  • Heightened regulatory scrutiny of technology transactions has created uncertainty beyond the tech sector, affecting investor sentiment in adjacent industries.
  • JW Therapeutics reports uninterrupted cross-border collaboration in the CGT space despite the regulatory environment.

Risks

  • Increased regulatory scrutiny of cross-border technology transactions could raise perceived risk for international investors targeting companies with China connections - affecting technology and investment sectors.
  • Uncertainty surrounding blocked or reversed deals, such as Meta’s Manus acquisition, may spill over into adjacent industries, including biotech and pharmaceuticals, by altering dealmaking dynamics.
  • Heightened oversight might complicate future partnerships or create delays for transactions that involve advanced technologies and international stakeholders, impacting M&A and licensing activity.

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