pharma
7 statements across 7 episodes · 5 bullish · 2 bearish · 7 people on the record · first statement Jan 2, 2019 by Jeff Kindler · across every show →
Everything said about pharma, oldest first
Jan 2, 2019 positive
Former Pfizer CEO: Pharma is unbundling into an outsourced model
“I think pharma is in the process of making a similar shift. For many years, until even relatively recently, they were one of the full, one of the few fully integrated industries in the sense that they did everything in house from discovery through the end of a…”
Feb 28, 2019 positive
Sep 5, 2024 negative
Vijay Pande: Legacy Healthcare Data Advantage Is Overestimated
“The sort of spicy take on it is maybe not as much as they think. You know, because the temptation is the data's there, and this may be true for pharma too, may be true for pair of providers that, that data, there's a lot of it, but it might not be as good as t…”
Dec 12, 2024 negative
Wickramasekara: Pharma researchers do not lack tech literacy
“I think there's sometimes this, like, unfair caricature that people in pharma, like, don't know how to turn on a computer and that the industry just, like, doesn't believe in technology and so forth. I don't think belief in the technology is, like, lacking. I …”
Oct 6, 2025 bullish
Dec 31, 2025 positive
Hsu: Autonomous labs will first penetrate mature markets like life sciences
“So I think there are certain categories of science where there is just a much more mature demand side market for the outputs of research. And examples include, of course, life sciences and pharma the chemicals industry facets of the material science industry. …”
Feb 4, 2026 bullish
Mares: Non-patentable peptides will be exceptionally disruptive to pharma
“Oh man, I think peptides are going to be so disruptive to our current healthcare system. You know, I think that if you look at peptides there needs to be way more research. I'm like, not totally yet a peptide believer. But there needs to be way more research, …”