drugs
also referred to as: drug
2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Jul 15, 2021 by Eli Casdin · across every show →
Everything said about drugs, oldest first
Jul 15, 2021 bullish
Casdin: Drug development success rates will rise and costs will fall
“Our industry over the next 10 years, and I can say that comfortably, drugs are going to be higher chance of approval, higher chance of efficacy. Probability of success is going to go up continually, and cost of that success is going to come down.”
Sep 2, 2021 bullish
Garfinkel: Pharma Adjacencies Capture Upside Without Binary Trial Failure Risk
“Pharma adjacencies, which is companies that play in the pharma space, but it's without a drug, so they have the same upside potential, because pharma has big upside potential, but without the binary risk that the drug would fail in phase three.”