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novel biologics

2 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Jun 17, 2026 by G. V. Prasad · across every show →

Everything said about novel biologics, oldest first

Jun 17, 2026 positive
Assertion Partly supported
Prasad: China originates 70% of novel antibody-drug conjugate biologics globally
“70% of the biologics, which are novel biologics ADCs are coming from there.”
G. V. Prasad Jun 17, 2026 ▶ 1:03:50 Two Pharma Giants Who'd Never Met | Mankind & Dr. Reddy's | WTF is Pharma? · Nikhil Kamath
Jun 17, 2026 bullish
Assertion Partly supported
Prasad: Novel biologics require lower capital intensity to develop than small molecules
“You can also generate novel biologics at a relatively lower intensity of cost than small molecules. It's easier to develop.”
G. V. Prasad Jun 17, 2026 ▶ 2:12:17 Two Pharma Giants Who'd Never Met | Mankind & Dr. Reddy's | WTF is Pharma? · Nikhil Kamath
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