Insight certainty 3/5 debate potential 3/5

Hsu: The optimal biotech model is between fully virtual and vertically integrated

Patrick Hsu · No Priors Ep. 103 | With Vevo Therapeutics and the Arc Institute · Feb 25, 2025 · at 47:25

Patrick Hsu, CEO and co-founder of the Arc Institute, analyzes biotech business model evolution on No Priors.

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“Previously the virtual biotech was a concept that was very much in fashion, right? Folks found out just In reality, when you try to do this, even though it looks really good on paper, it's incredibly slow, right? So then folks tried the other way, which is let's just fully vertically integrate and just own everything. Well, that was incredibly expensive, right? And obviously the answer is maybe more Goldilocks in the middle.”

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