The IQT Podcast

IQT Explains: Breakthroughs in Biotechnology ft. Antheia & Alta Resource Technologies

Dec 9, 2025
In this compelling discussion, investment lead Eugene Chiu, synthetic biology pioneer Christina Smolke, and mineral tech innovator Nathan Ratledge unpack the transformative power of engineered biology. They reveal how yeast can produce vital pharmaceuticals in just ten days and how proteins can safely separate rare earth elements, reshaping supply chains. Addressing U.S. resilience, they highlight infrastructure gaps and propose public-private partnerships to accelerate innovation. Their insights pave the way for a future where biology drives security and sustainability.
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INSIGHT

Biology As A New Industrial Platform

  • Biology is moving beyond medicine into manufacturing and materials, enabling domestic production of complex molecules and minerals.
  • This shift can strengthen supply-chain resilience by replacing long, fragile global routes with local biological production.
INSIGHT

APIs Largely Sourced Abroad

  • About 90% of active pharmaceutical ingredients and precursors are sourced outside the U.S., creating geopolitical risk for health and defense.
  • Domestic biomanufacturing can reduce single-source dependencies and improve national competitiveness.
INSIGHT

Concentrated Mineral Supply Risk

  • Mineral and metal supply chains have concentrated in adversarial states, creating systemic risk for tech and defense sectors.
  • Rapid diversification and domestic alternatives are urgent to avoid single-country monopolies.
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