pharma companies

6 statements across 4 episodes · 1 bullish · 1 bearish · 5 people on the record · first statement Mar 23, 2018 by Vijay Pande · across every show →

Everything said about pharma companies, oldest first

Mar 23, 2018 bullish
Prediction Not checkable as stated
Pande: Pharma companies will transition into data generation and data science companies
“And I think we're seeing this more and more, where pharma companies will start to view themselves more as data generating companies. And data science companies as machine learning gets in,”
Vijay Pande Mar 23, 2018 ▶ 8:42 Pande & Conde: When (and How) Biology Becomes Engineering
Apr 30, 2018 negative
Insight
Pande: Bio startups risk failure pivoting to drug design without internal expertise
“Whatever the technology is, they got the cool technology, they think this will change drug design, and so then they go to pharma and they try to sell it. And pharma's not convinced yet. Ah, it's like my kids with new foods, and they don't want to try it until …”
Vijay Pande Apr 30, 2018 ▶ 7:33 Shifting Risk Mindsets, from Tech to Bio
Apr 30, 2018
Assertion Not checkable as stated
Conde: Pharma companies are swimming in targets but lack pipeline drugs
“Pharma companies are swimming in targets, right? The problem they're trying to solve for is how do I fill in my pipeline?”
Jorge Conde Apr 30, 2018 ▶ 6:43 Shifting Risk Mindsets, from Tech to Bio
Jan 2, 2019 neutral
Prediction Not checkable as stated
Kindler: Payers will force pharma to adopt widespread data sharing
“The payers probably have more and better real-world data than the pharma companies do, and one of the reasons that the pharma companies will eventually, in my opinion, have to do data sharing, as Andrew suggests, is that the payers are going to aggregate their…”
Jeff Kindler Jan 2, 2019 ▶ 15:33 a16z Podcast | Move Fast But Don't Break Things (When It Comes to Computational Biology)
Feb 28, 2019 neutral
Assertion Supported
Nate Chang: Most biotech acquisitions target late-stage or commercial companies
“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.”
Nate Chang Feb 28, 2019 ▶ 11:20 What’s with All the Bio M&A in 2019?: A Quick Take
Feb 28, 2019 neutral
Insight
Hirasaki: Pharma Companies Wait for Phase 2a Data Before Doubling Down
“So, so, you know, it's typical to You know, see pharma companies wait for proof of concept, you know, phase IIa data that shows safety and some efficacy before doubling down.”
Koki Hirasaki Feb 28, 2019 ▶ 13:14 What’s with All the Bio M&A in 2019?: A Quick Take
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