Drug Development

topic on 8 shows · 18 statements across 17 episodes

Cheeky Pint No Priors Invest Like the Best Capital Allocators the MAD Podcast How I Built This the a16z Podcast All-In

18 statements about Drug Development, every show

INVEST LIKE THE BEST Assertion Supported
Rao: Anthropic's AI is accelerating clinical study reporting and drug development paperwork
“A lot of what we're doing today is helping to speed up The drug development process, right? A lot of the paperwork and clinical studies reports and things like that that are needed to be done. AI and our solutions in particular are helping to rapidly accelerat…”
Krishna Rao May 13, 2026 ▶ 1:18:16 Inside Anthropic's $100 Billion Al Compute Commitment | CFO Krishna Rao · Invest Like The Best
INVEST LIKE THE BEST Prediction Not checkable as stated
Carnell: AI will speed drug breakthrough timelines from 3-5 years to under 2
“The sheer ability to be more comprehensive and complete in our hypothesis set, and then the sheer ability to run Experimentation at a scale that's unprecedented, I think practically means we are going to be able to speed breakthroughs from timelines that would…”
Alex Carnell Apr 21, 2026 ▶ 1:10:04 GLP-1s, Peptides, and The Trillion-Dollar Health Revolution · Invest Like The Best
CHEEKY PINT Assertion Not checkable as stated
Ricks: Developing a drug costs $4B, with over 60% spent in Phase 3
“The final stage of testing, the average drug costs three and a half, four billion to make more than 60% of that is the last step.”
Dave Ricks Nov 11, 2025 ▶ 9:12 Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma
a16z Prediction Not checkable as stated
Hsu: Physical synthesis and testing will remain AI drug discovery's bottleneck
“If we play this out, right? And let's say these AI models work, right? And you can make a trillion binders in silico that will, you know, be exquisite drug matter, right? We still need to make these things physically and test them in animals and hopefully pred…”
Patrick Hsu Sep 15, 2025 ▶ 35:50 Faster Science, Better Drugs
a16z Insight
Horowitz: Drug development funding depends on an active M&A market
“It's pretty impossible to do drug to fund drug development if there's no M&A market.”
Ben Horowitz Aug 23, 2025 ▶ 33:06 Ben Horowitz Shares the a16z Origin Story & Plans for the Future
a16z Disclosure
Horowitz: a16z supports regulation in crypto, drug development, and finance
“We're, you know, in representing little tech, we're not a pure libertarian, anti-regulatory kind of You know, force here. We think we need regulation in places. We certainly need it in drug development. We certainly need regulation in crypto and financial serv…”
Ben Horowitz Apr 2, 2024 ▶ 26:52 Politics & the Future of Tech
a16z Insight
Pande: Regulatory delays in drug approvals cause preventable deaths
“If you don't let the drug through, we're actually killing people right now by not getting these advances through, and I think human beings aren't very good at sort of holding that in their head.”
Vijay Pande Dec 20, 2023 ▶ 55:53 Tony Robbins on the Future of Health & Longevity
a16z Assertion Supported
Developing a new drug takes 10 to 15 years on average
“These are averages of averages, of course, but on average, it could take anywhere between 10 to 15 years to develop a drug to get it to patients.”
Jorge Conde Dec 12, 2023 ▶ 3:51 Big Ideas in 2024: Programming Medicine’s Final Frontier with Jorge Conde
ALL-IN Assertion Partly supported
Friedberg: Drug development costs are rising while annual approvals fall
“If you look at the number of approved drugs every year and the cost per drug is going the wrong direction, and the number of drugs per year is going in the wrong direction.”
David Friedberg Aug 4, 2023 ▶ 28:33 E140: LK-99, Sclerotic establishments, Fitch downgrades US debt, Trump indicted... again
NO PRIORS Insight
Koller: Partnering on existing drug assets can shave two to five years
“And that can usually say shave off, you know, two, three, maybe even five years from the development of a program because you've already made the drug. Sometimes you've already put it in people. You've shown that it's safe. You have a good biomarker for when i…”
Daphne Koller May 19, 2023 ▶ 26:13 No Priors Ep. 6 | With Daphne Koller from Insitro
Wong: Drug development enjoys relatively strong value capture via pricing
“Drug development is one of the sectors that has relatively good value capture via pricing.”
Rod Wong Apr 24, 2023 ▶ 14:46 Rod Wong – Empty Rooms: Innovation in Biotech at RTW (Capital Allocators, EP. 310)
Rod Wong: Payer pushback on drug pricing is biotech's top long-term risk
“You know, I think one of the things I'm most concerned about is payers and the pressure that we're seeing on paying for innovation in drug development. That's probably my number one long-term concern.”
Rod Wong Apr 24, 2023 ▶ 52:59 Rod Wong – Empty Rooms: Innovation in Biotech at RTW (Capital Allocators, EP. 310)
Solomon: Unlike autonomous vehicles, biotech AI must vastly outperform human experts
“For autonomous vehicles, you have experts, and every driver that can drive a car, you can ask whether an autonomous vehicle drives as good as a driver, like me and you. For drug development, even the best scientists in the world, they don't know, as we mention…”
Noam Solomon Dec 22, 2022 ▶ 30:23 HIBT Lab! Immunai: Noam Solomon
a16z Insight
Abernethy: Testing cancer drugs in dogs saves tens of millions per drug
“The whole message that really I walked away from that conference with was that if we now embedded into the drug development process for human drug development a better understanding of how those drugs performed in dogs, we could save many tens of millions of d…”
Dr. Amy Abernethy Feb 26, 2019 ▶ 7:51 a16z Podcast | Connecting Hearts, Bodies, and Networks to Cure Cancer
Hynes: Overly narrowing healthcare analysts' focus blinds them to 10-year industry changes
“The reason why 12 is enough is it's a very long cycle industry. So it is an industry that is, even though there's a lot of change happening, that change happens over 10 years to bring a drug to the market. And so we want to make sure we're covering all the com…”
Jean Hynes Jan 14, 2019 ▶ 16:06 Jean Hynes – Inside Wellington Management (Capital Allocators, EP.82)
a16z Assertion Supported
Conde: Only one in 10,000 drug compounds becomes a product
“In this world, it's one in 10,000 becomes a product.”
Jorge Conde Dec 15, 2017 ▶ 3:45 Challenges in Healthcare Innovation
MAD Insight
Large pharma relies on acquisitions rather than internal drug research
“Large pharma is not really the research engine anymore, and that a lot of the large pharma actually will acquire more than develop themselves.”
Jerome Pesenti Oct 26, 2017 ▶ 19:58 Using AI to Accelerate Drug Discovery // Jerome Pesenti, BenevolentAI (FirstMark's Data Driven)
MAD Assertion Not checkable as stated
Wickramasekara: Advanced drug development lacks modern software and data infrastructure
“You would think that such deliberate advanced science would have a large amount of software and advanced data behind it as well, but that's actually not the case.”
Sajith Wickramasekara Feb 3, 2017 ▶ 2:24 Drug Discovery as a Data Problem // Sajith Wickramasekara, Benchling (FirstMark's Data Driven)

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