Biosecurity and Biodefense

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Advances in biotechnology, geopolitical turmoil, and climate change are converging to redefine biothreats — and the tools necessary to protect and defend against them. TD Cowen expects investment in technologies and resources that shore up infrastructure, detection capabilities, and supply chains as a means to mitigate against emerging and future threats.

What we’re watching

U.S. federal agency reshuffling
U.S. federal investment in biosecurity & defense
Shift to platform approaches for medical countermeasures
Regulatory oversight for SynBio
Emphasis on detection on novel biothreats
Efforts to shore up domestic manufacturing in the U.S.