The revised US Biosecure Act is returning for discussion in Congress, reviving debates around biotechnology security and the role of foreign firms in America's health ecosystem.
The proposed US law is designed to safeguard biotech and health data. It bars the US government and contractors from working with certain foreign firms, with the focus largely on Chinese companies flagged as security risks.
Dec 2023 – Jan 2024: Bill introduced in the Senate and House.
Sept 2024: Bill passed in the House.
Dec 2024: Senate blocked the bill.
Aug 2025: Revised Act brought back for discussion.
Old (Pre-2025): Specifically barred BGI, WuXi AppTech, and WuXi Biologics.
New (2026):
Refers to an official list of companies updated annually.
Currently excludes the WuXi firms.
Offers a five-year phase-out window for existing contracts.
Divi's Labs
Syngene International
Neuland Labs
Jubilant Pharmova
Piramal Pharma
Laurus Labs
As US drug makers reduce dependence on Chinese players, Indian CDMOs (Contract Development and Manufacturing Organisations) are poised to capture new opportunities.
Laurus Labs: “This is being seen as a good step towards CDMO opportunities for Indian companies.”
Neuland Labs: “U.S. customers are looking at an alternative to China, so business is coming.”
Divi's Labs: “We are seeing a spike in opportunities coming our way."
The US Senate blocked the bill on Dec. 9, 2024, following which the stock of CDMO companies reacted negatively. Since then, Divi's Laboratories has gained 1.05%, while Laurus Labs has surged 56.49%. In contrast, Syngene International has declined 23.37%, Neuland Laboratories is down 0.53%, and Jubilant Pharmova has fallen 4.04%.
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