Pharmaceuticals

“They have the highest profitability of any company in the world of the sector is chip companies. They're higher margins than software, pharmaceuticals, industrials, telecom, anything.”

“You know, there's 200 pharmaceuticals on the critical shortage list, because we're dependent on other Countries.”

“If you take our pharmaceuticals, the active pharmaceutical ingredients come from China.”

“In America, close to 85% of health system revenue comes from two sources. Do you know what those are? Tell us. Pharmaceuticals and surgery.”

“Progress in pharmaceuticals in particular is an area where I think we'll see very rapid progress. You know, I I've spent a lot of time there just personally, because it's an area that I find very interesting. There's been incredible advancements in biological …”

“In technology, you have network effects. In consumer goods, you have brand virality. And in healthcare, especially in pharmaceuticals, through history, you notice there are negative feedback loops, right? You have big, major counterparties, namely managed care…”

“If you look at healthcare, it's 20% of GDP. Pharmaceuticals are about 20% of that. And then drug development is a fraction of that, right? So really what you folks are focused on in terms of the types of models that you're building is at least, you know, 16% o…”

“What do you think percentage wise revenue pharma is in revenue in healthcare? Most people would, you know, not realize it's about 13%, but profits in healthcare... It's half, exactly. It's 40, it's like 49, 50%, exactly.”

“When you look at the per capita consumption of medicines in Venezuela, they've dropped like 80%.”

“During the 2009 to 2013 bear market in India, investors in IT services, pharmaceuticals, and FMCG made a lot of wealth for themselves”

“With CRISPR and with the messenger RNA and knowing how to use it now, we will be able to solve a lot of problems going forward, which means we're going to be able to keep people alive longer without having to use pharmaceuticals.”

“I would argue to some extent that the regulatory capture associated with the profiteering that happens on the back end In pharmaceuticals has in large part driven the structure around risk taking in in drug trials particularly in the US.”

“So if I look at over my career, there's probably been 15 areas of medicine in any rolling two or three-year period that was changing, and now there's probably 40 or 50 areas of medicine, so there's a lot more change happening in the sector than there has been …”

“All of these also, it's clear, I think, to most pharmaceuticals have to be sources of data, both for understanding the actions of these drugs, but also understanding the patient preferences about which symptoms of these diseases they're really most interested …”

“The Ones which will affect everyday life, I think, are better methods for understanding and inventing new materials, new chemical compounds. Things like that can be really important. You know, if you find a better way of capturing carbon by designing a better …”