International Paper (IP) Q3 2025 Earnings Surge & Global iPSC Industry Growth Analysis

International Paper (IP) reported a strong Q3 2025 performance with over 40% year-on-year revenue growth, driven by robust industrial packaging demand and a market shift from high-valued tech stocks to undervalued industrial assets [1], [5]. The company successfully turned around from 2022-2024 losses to profitability [0], [5].

The global iPSC industry is on a steady growth trajectory, with a projected market size increase from $20.1 billion (2024) to $46.9 billion (2033) at a 9.9% CAGR [0]. Chinese iPSC enterprises have made notable breakthroughs, including a first-in-class cell therapy for amyotrophic lateral sclerosis (ALS) [2] and advancements in CAR-NK cell therapies—safer and more cost-effective than traditional CAR-T treatments [3]. Policy support from China’s NMPA (accelerated approval for cell drugs) and a well-developed产业链 further fuel sector growth [4].

• Cross-domain Trends
  : The recovery of the industrial sector (IP) and biotech innovation (iPSC) offer diversified investment opportunities.
• Global Leadership Shift
  : Chinese iPSC advancements (e.g., ALS breakthroughs [2]) indicate a growing role in global biotech leadership.
• Cell Therapy Disruption
  : CAR-NK’s advantages over CAR-T could reshape the cell therapy market [3].

• Risks
  : Cyclical packaging demand, raw material price fluctuations [0].
• Opportunities
  : Expand industrial packaging lines, leverage market shift to undervalued industrials [3].

• Risks
  : Clinical trial failures (common in cell therapies), regulatory hurdles [0], [4].
• Opportunities
  : Address unmet medical needs (neurodegenerative diseases), policy incentives for cell drugs [2], [4].

IP’s Q3 2025 earnings marked a significant turnaround with 40%+ YoY revenue growth. The global iPSC market is growing steadily, with China emerging as a key player in cell therapy innovations. Investors should consider both sectors’ dynamics—industrial stocks for short-term value and iPSC for long-term growth—while being aware of respective risks.