econVue: Hale Strategic Resources Initiative

👥 econVue/HSRI Panel: Bio-Supply Chains at Risk

Lyric Hughes Hale — Tue, 07 Jul 2026 03:58:54 GMT

❝ A risk of epic proportions.
— Rosemary Gibson, author of China Rx, on US reliance on foreign upstream materials for medicines, quoted in Goldman Sachs’ 2026 Investment Strategy Report

While rare earths have been in the spotlight, another critical supply chain is also at risk in the current geopolitical environment: medicines.

Our panel will examine vulnerabilities in pharmaceutical quality and supply in the US, and the broader policy and economic forces that have left critical medicines and medical devices increasingly exposed to disruption — with potential consequences for almost every American family. The conversation will also examine the history and current role of foreign dependence and how meaningful reforms could improve long-term resilience.

Why this matters

China’s role in the pharmaceutical supply chain is not limited to finished pills. According to Rosemary Gibson’s 2026 Senate testimony, China controls roughly 90% of the global supply of certain key starting materials — the chemical inputs used to make active pharmaceutical ingredients, or APIs. (APIs are the components of medicines that produce the intended therapeutic effect.)
That vulnerability extends beyond generics to the broader medicine supply chain, including antibiotics, hospital drugs, injectables, and medical devices.

Panelists

Lyric Hughes Hale is editor-in-chief of econVue and founder of the Hale Strategic Resources Initiative, a nonprofit research organization. She will moderate the panel and off-the-record audience discussion. A replay of the panelists’ remarks will be available to registered participants.

Panelists and participants include industry experts:

David Johnson, economist and CEO of 4sight Health, a Chicago-based advisory company working at the intersection of healthcare strategy, economics, and innovation;

Marta E. Wosińska, PhD, Senior Fellow at the Center on Health Policy at the Brookings Institution and

Shannon Morfin, CEO and co-founder of LifeScienceX, focused on life-science, pharmaceutical, CDMO, and healthcare infrastructure, including capital formation and resilient manufacturing capacity.

👥 REGISTRATION

Date: Friday, July 10 | Time: 12–1 pm (CDT)

Please register in advance for this meeting:

After registering, you will receive a confirmation email containing login information and suggested reading. This event is open to all subscribers.

About the Hale Strategic Resources Initiative: