The Ledger
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Branson predicts every drug launched by GSK will have accompanying software
“So every, every software, every drug VSK will launch will have software that sits around it. I think that's gonna be true of everybody, and there's, we're going to see, there's software that will sit around every drug, and we'll say, you know, who should use i…”
Branson calls human outcome data big pharma's biggest competitive AI advantage
“Outcome data is, is, is the gold standard data to have, right? It's the rarest data that's really, like, one of the advantages of pharmaceutical companies have, because they can generate data in humans at scale in a safe, ethical manner.”
GSK's active learning target discovery is 20% faster than random screening
“That's about 20% faster we've shown than doing a random screen.”
Branson warns small model improvements do not justify enterprise switching costs
“For a lot of people's stuff, the 10% difference, they're like, I don't care. It's not worth the cost of me buying it and stuff.”
Branson argues precision curves matter more than AUC for enterprise AI
“The precision curve, right is really where it's at over AUC, but you gotta work out what you need to be at to make it meaningfully different”
Branson advises enterprise AI startups to win over engineers, not just users
“Because often there's the people who use it in a company, and then there's the people who have to operate it and run it, and how do we control for model drift and everything else, and so you're selling to a user But the people buying it and installing it that …”
GSK made AI core to its strategy via in-house functional genomics
“They're fully investing in the things I thought were very important at the time, which was, you know, these large genetic databases coming online and functional genomics. So he was way ahead in the, in sort of the thinking about CRISPR and like the gene pertur…”
GSK rejects AI biotech startups pitching only talent and algorithms
“And if your pitch is just like, oh, we've got smart people, give us your data, we'll do cool stuff. I'm like, well, I've got smart people too, right? That's not gonna happen.”
Hirasaki: Major biopharma companies faced critical patent cliffs in 2018
“Roche lost exclusivity on Zolaire and Rituxin. Pfizer lost exclusivity on Lyrica. And GSK lost exclusivity on Advair.”
Branson notes Relenza was designed using early computational drug discovery methods
“So, so, I was working with Joseph Aghese and Peter Coleman and Brian Smith, and these are the people behind the first neuro-interdates drive, which actually was designed actually with computation. So, they used a program called Goodford This grid to map the pr…”