China med crackdown?

[Just_Mom]

By Rob Copeland and Rebecca Robbins

Rob Copeland covers Wall Street. Rebecca Robbins covers pharmaceuticals.
Sept. 10, 2025, 5:00 a.m. ET

The Trump administration has been mulling over some pretty strict limits on meds coming from China. If they actually happen, it could mess up the whole US drug industry, from generics to new treatments.

Basically, they're thinking about an executive order that would stop any new Chinese-made experimental drugs from getting in. Big pharma's been buying up rights to these drugs for stuff like cancer, obesity, heart issues, and Crohn's.

Word of this order (which the NYT got a hold of) has got investors and companies scrambling, 'cause there's billions on the line.

Big names like Peter Thiel, Sergey Brin, the Koch family, and even folks from Jared Kushner's investment firm are pushing for a serious crackdown, saying China's a major threat to US biotech. That's according to some insiders who wanted to stay anonymous.

 

[Izzy_39]

It's odd having leaders without a clear, consistent plan. Makes it tough to guess what they'll do. I usually get anxious about peptide supplies, but I think this is nothing for now. I bet it'll drag on forever, but I won't say why to avoid a political fight.

 

[Vinnie33]

I quit worrying about peptide stuff I can't change. Instead, I'm figuring out how many freezers I can run on one circuit before I need to call an electrician to upgrade my panel.

 

[Wild-Chick]

That's why I keep a stockpile.

(This is a moan, not a happy dance)

 

[Erin_62]

Every time something new is released, I buy another batch.

 

[Just_Girl]

If things got dicey, couldn't they just ship it to another country first, so it doesn't look like it's coming from China?

 

[Health_Hustle]

I wonder what size backup power supply I would need for my little -40 freezer

 

[PinLady]

I'm hearing about that idea being done right now.

 

[PinLady]

Same here!! Peptides for the pep-pocalypse!

 

[Just_Girl]

My dreams might not happen now...

 

[Just_Mom]

The gray market ain't going anywhere.

 

[Health_Hustle]

I think this is for official imports, not our underground Chinese stuff.

 

[Just_Mom]

Yeah. That's why I'm confident the gray market will stick around.

 

[Izzy_39]

This has nothing to do with our tiny gray market peptides.

 

[Just_Mom]

VERY silly

 

[Vinnie33]

I agree with that.

 

[Vinnie33]

Unfortunately, I think we're heading for more supply problems, slower shipping, and prices all over the place. It doesn't seem like this is aimed at our specific stuff, but I think it'll still cause issues. But the cleverness of these supply chains will adjust, and even if things change, the products will still be around.

 

[Vinnie33]

Pharma keeps paying off people.

 

[Wild-Chick]

I'm happy some of these peptides last a while... makes stocking up easier.
Time to buy more...

 

[Just_Mom]

Good perspective and a solid take on it.