Big Tech in Biotech & Pharma — landscape map
Pegged to today's tape: Samsung Biologics buying Swiss peptide CDMO PolyPeptide, ~$1.8bn all-cash — largest overseas deal for them, biggest ever by a Korean biopharma. Play is GLP-1/obesity supply.
Used it as the anchor to map how the tech/industrial giants are pushing into pharma. Four archetypes: Samsung the vertical builder; Nvidia + hyperscalers (MSFT/GOOG/AMZN) the arms dealers selling AI/compute into every pipeline; Alphabet (Calico/Isomorphic) + CZI the moonshot labs; SoftBank + the China platforms the financial investors.
Two things tying it together: AI is the entry point everywhere, and the GLP-1 wave is dragging capital toward peptide manufacturing.
11pp, all figures source-checked. Shout if you want the sortable cut.