The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 7 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
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…”
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.”
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…”
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…”
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…”
Former Pfizer CEO teases stealth startup automating pharmaceutical animal models
“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.”
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…”