big pharma

4 statements across 4 episodes · 2 bullish · 2 bearish · 4 people on the record · first statement Apr 30, 2018 by Jeffrey Lowe · across every show →

Everything said about big pharma, oldest first

Apr 30, 2018 negative
Insight
Lowe: Tech-bio service pilot models fail to generate sustainable economics
“And they start as a service company. They start by saying, hey, I'm gonna go to big pharma. I have a new techno, technological breakthrough. I'm gonna sell that as a pilot to, as a service to big pharma companies. And then they can't generate the economics tha…”
Jeffrey Lowe Apr 30, 2018 ▶ 4:31 Shifting Risk Mindsets, from Tech to Bio
Jan 2, 2019 bearish
Prediction Not checkable as stated
Kindler: Future pharma innovation will originate outside big pharma incumbents
“I imagine a lot of this Innovation will come outside of big pharma, but the big pharma's that succeed will be the ones that get it.”
Jeff Kindler Jan 2, 2019 ▶ 27:19 a16z Podcast | Move Fast But Don't Break Things (When It Comes to Computational Biology)
Feb 28, 2019 positive
Assertion Not checkable as stated
Biotech Boards Increasingly Retain U.S. Rights and Out-License Ex-U.S. Rights
“What we've seen really over the last 10 years is a lot of boards want the companies to be able to be standalone. And so, what you see are, in this fairly typical and actually Spark is a good example, where the company will keep commercial rights for the U.S. A…”
Koki Hirasaki Feb 28, 2019 ▶ 19:14 What’s with All the Bio M&A in 2019?: A Quick Take
Aug 1, 2024 bullish
Insight
Branson says big pharma's scale turns AI into an unstoppable juggernaut
“You're surprised at the amount of time it takes for a message to percolate, but eventually everyone, everyone gets behind it, you know, then you've turned the ocean tank and then it's this unstoppable juggernaut, right? Yeah. Because there's a lot of capital a…”
Kim Branson Aug 1, 2024 ▶ 8:29 AI in Pharmaceutical R&D with Kim Branson
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