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. 
Themes 2024 Handbook

Browse Cowen’s Themes 2024 Handbook.

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