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
Insight
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…”
Jeff Kindler Jan 2, 2019 ▶ 1:53 a16z Podcast | Move Fast But Don't Break Things (When It Comes to Computational Biology)
Feb 28, 2019 positive
Assertion Partly supported
Chang: Pharma Acquirers Strengthened Position During Q4 2018 Market Downturn
“I think the buyer psyche changed too, specifically in the fourth quarter where across all sectors of the market saw a downturn in, in trading, but I think the buyer universe actually strengthened across pharma.”
Nate Chang Feb 28, 2019 ▶ 2:39 What’s with All the Bio M&A in 2019?: A Quick Take
Sep 5, 2024 negative
Opinion
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…”
Vijay Pande Sep 5, 2024 ▶ 23:05 Implementation, Data, Impact of Healthcare AI with Julie and Vijay
Dec 12, 2024 negative
Opinion
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 …”
Sajith Wickramasekara Dec 12, 2024 ▶ 5:27 Mastering Your Data with Sajith Wickramasekara
Oct 6, 2025 bullish
Opinion
Sinofsky: Pharma is the most critical manufacturing sector US must rebuild
“And so I think we need to, like, pharma is the most strategic and important one that we need to build up, because it's the one that also, we had the highest safety standards in the world for leading it.”
Steven Sinofsky Oct 6, 2025 ▶ 49:30 The Lawyerly Society vs. The Engineering State: Who Owns the Future?
Dec 31, 2025 positive
Prediction Not checkable as stated
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. …”
Oliver Hsu Dec 31, 2025 ▶ 4:03 AI in 2026: 3 Predictions For What’s To Come (a16z Big Ideas)
Feb 4, 2026 bullish
Prediction Not checkable as stated
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, …”
Justin Mares Feb 4, 2026 ▶ 35:52 How Truemed Is Incentivizing Americans to Invest in Prevention
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