“So I'm involved with a company that's still in stealth, but you'll hear a lot about it very soon. And what it's doing is addressing a sort of small corner, not much spoken about part of the pharmaceutical industry, which is animal models.”
quote is from the automated transcript, cleaned for reading:
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More from Jeff Kindler
PredictionNot checkable as stated
Kindler: Pharma will virtualize and outsource all functions except commercialization
“And in my opinion, the thing they're really good at that I find it hard to imagine being disrupted in the very near future is that translational stage from late stage assets to initial commercialization, figuring out what the market wants. And again, By analog…”
Jeff KindlerJan 2, 2019▶ 19:28a16z Podcast | Move Fast But Don't Break Things (When It Comes to Computational Biology)
PredictionNot checkable as stated
Kindler: Future pharma innovation will originate outside big pharma incumbents
“I imagine a lot of this Innovation will come outside of big pharma, but the big pharma's that succeed will be the ones that get it.”
Jeff KindlerJan 2, 2019▶ 27:19a16z Podcast | Move Fast But Don't Break Things (When It Comes to Computational Biology)
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 KindlerJan 2, 2019▶ 1:53a16z Podcast | Move Fast But Don't Break Things (When It Comes to Computational Biology)
PredictionNot 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 KindlerJan 2, 2019▶ 15:33a16z Podcast | Move Fast But Don't Break Things (When It Comes to Computational Biology)
Disclosure
Kindler backs a 10-person virtual pharma company generating $150M EBITDA
“So for example, I'm an investor in a specialty pharma company that has about a hundred and fifty million dollars of EBITDA and it's got 10 employees because it never built that infrastructure because like my movie analogy, it puts together each deal as it need…”
Jeff KindlerJan 2, 2019▶ 17:39a16z Podcast | Move Fast But Don't Break Things (When It Comes to Computational Biology)
AssertionSupported
Kindler: FDA only recently permitted direct electronic clinical data entry
“It was only relatively recently that the FDA Allowed clinical data to be entered directly into computers as opposed to put on paper because there was a reluctance to trust the quality and integrity of that data, which I think we would all agree is kind of sill…”
Jeff KindlerJan 2, 2019▶ 23:13a16z Podcast | Move Fast But Don't Break Things (When It Comes to Computational Biology)
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