biotech

“So biotech has a lot of things I don't like. It has a lot of risk. It has a requirement of a lot of money before you get to some answer, and the answer is very stochastic.”

“The reason why Land and Expand historically hasn't existed in biotech is because the Expand part was really hard. Because things were so bespoke.”

“The famous concept of land and expand on the enterprise side. You can actually start to see some of that in biology. The reason why land and expand historically hasn't existed in biotech. Is because the expand part was really hard. Because things were so bespo…”

“I think most acquisitions that you see in, in biotech are late stage to marketed stage companies, so they are, I think pharma companies are still very conservative in terms of making big bets on early stage platforms for acquisition.”

“The Chinese, as you all know, are using all elements of their capacity, government, The private sector, academia, in complete unison to advance their capacities, whether in biotech, or AI, or you name it.”

“I think that in biotech, we're in this sort of moment where there's a lot of opportunity in re-bundling. The types of platforms that I see that I'm super excited about Are this composite of incredible synthetic biology and genomics tools plus modeling you know…”

“Biotech, you know, biotech also bio and healthcare, I think are obviously going to be transformed by AI, both on the healthcare side and on the actual drug discovery side.”