Do you see any particular drug category having a larger shift from China to other countries?

The major reason why it's enough to look at WuXi is that this company is a main driver and one of the most established CDMOs in China, with FDA approval, EMA approval, and high-quality standards. Therefore, a lot of Western customers ended up at WuXi for slightly cheaper prices, more flexible conditions, and ultimately good quality and timely deliveries. WuXi was a high-quality player offering very reasonable terms and conditions, attracting many Western customers who now need to look for new homes.