Jeffrey Lowe

Partner, Averin · 3 appearances on the record.

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investorhost@JeffreyLowMD ↗jeffreylow.com ↗

Jeffrey Low, MD invests at the intersection of AI, healthcare, and biotechnology, having previously helped launch Andreessen Horowitz’s inaugural Bio Fund before serving as a Principal at Novo Holdings. He has backed and supported companies such as Insitro, Erasca, Exscientia, and Devoted Health.

7statements → 1claims → 0claims resolved → 3.71/5average certainty → 2.43/5average debate potential →

1 not checkable as stated how the 1 claim stands · each chip opens the sources

1 prediction · 1 opinion · 5 insights · every statement was checked. The prediction and assertions are the 1 claim: statements the public record can support or contradict. 0 are resolved, and 1 names no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Jeffrey argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

How they sound: speaking style how? →

269 words/min while actually speaking · 9.3 um and uh per 1k words

No argument clarity score for Jeffrey Lowe: no usable question→answer exchanges on raw tape (a fair score needs 8+). We do not score a sample that small. Roundtable and news formats yield far fewer direct exchanges than interviews.

Measured by listening to 2,677 words across 4 episodes, but every recording we have of Jeffrey Lowe is the aired feed, and an editor cleaned that audio before release. Some of the hesitation was cut before we ever heard it, so read these as floors: the true rates are at least this high. These are measurements of speaking style, not scores. How it's measured →

What they said7 Episodes3

Everything Jeffrey Lowe said on the a16z Podcast that made the record, most notable first. Filter by type, assessment or year in the ledger →

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

Insight

Lowe: Preclinical bio assets lack significant value until reaching clinical trials

“That is because in the bio space value is created in these huge technical milestones in the very beginning where a lot of these services are used. These are preclinical assets in which there's really not too much value until you bring a drug candidate into the…”

Jeffrey Lowe Apr 30, 2018 ▶ 4:57 Shifting Risk Mindsets, from Tech to Bio

Opinion

Lowe: Traditional tech investors are not equipped to take on science risk

“Tech investors, I mean, ultimately, they're just not Set up to take on science risk in the way that biotech investors, you know, have arranged themselves.”

Jeffrey Lowe Apr 30, 2018 ▶ 24:15 Shifting Risk Mindsets, from Tech to Bio

Insight

Lowe: Tech VC takes market risk, biotech VC takes scientific risk

“Traditionally, we've seen tech investing go for companies where the technical risk was quite low, but the market risk quite high. They're investing in growth, and they see profits over time. Biotech investors looking at places where a science risk is high, but…”

Jeffrey Lowe Jan 2, 2019 ▶ 25:34 a16z Podcast | Taking the Pulse on Bio

Prediction Not checkable as stated

Lowe: Non-therapeutic CRISPR applications like diagnostics are just beginning

“I also think we're going to see a lot of interesting things in the non-therapeutic CRISPR space. So in a therapeutic CRISPR side, there are a bunch of public companies that are going directly after using CRISPR to cure disease. I think it's just the beginning …”

Jeffrey Lowe Jan 2, 2019 ▶ 28:07 a16z Podcast | Taking the Pulse on Bio

Insight

Lowe: Tech-bio founders struggle to translate tech for traditional audiences

“I think it's about speaking a new language. So you have, you know, tech entrepreneurs and technical founders coming in and speaking a language. That is very geared toward a tech audience having a new technology, and I think what we're so interested in is bring…”

Jeffrey Lowe Apr 30, 2018 ▶ 0:49 Shifting Risk Mindsets, from Tech to Bio

Insight

Lowe: Unvalidated biotech platforms carry little value until an asset proves efficacy

“A unvalidated platform really doesn't have a lot of value, and that's why there's, On the first asset, you know, the whole company's value may be riding on this asset because not only is that asset in itself valuable, but it also validates the efficacy and use…”

Jeffrey Lowe Apr 30, 2018 ▶ 12:23 Shifting Risk Mindsets, from Tech to Bio

Appearances (3)

Episode	Date	Speaking time
a16z Podcast \| Taking the Pulse on Bio	Jan 2, 2019	2m
a16z Podcast \| Scaling Healthcare	Jan 2, 2019	2m
Shifting Risk Mindsets, from Tech to Bio	Apr 30, 2018	3m

Jeffrey Lowe

The record, in short

How they sound: speaking style how? →

Appearances (3)

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