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
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…”
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…”
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.”
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…”
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 …”
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…”
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…”