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21
Nov
2019

AI Can Help with Repeatable Processes, But Don’t Expect Thunderbolts for Drug Discovery

Biopharmaceutical and healthcare executives increasingly find themselves attending conferences and presentations featuring the evangelistic selling of AI by self-assured VCs, energetic entrepreneurs, and earnest consultants.  The promise is that AI will change everything. Then the executives return to work, face the quotidian reality of their operation, and wonder whether AI will change anything. Enter Jim Manzi. Manzi, depending on your view, is a...
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11
Nov
2019

Disruption, Fast and Slow

Chris Gibson, the CEO and co-founder of Recursion Pharmaceuticals, may have captured the essence of the difference in mindset between tech VCs and life science VCs, writing in a superb recent article (a response to my previous TR post): “The most consistent thread that differentiates tech and life science VCs is their willingness to project new data onto an industry and imagine resultant...
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5
Nov
2019

Tech VCs and Biotech VCs: Talking Past Each Other on AI Drug Discovery

[Editor’s Note: this is a new column called “Astounding HealthTech” by TR contributor David Shaywitz.] If you want to know the difference between tech venture capitalists and biotech VCs, look at their respective views on AI applications for drug discovery. Many of the most prominent AI drug discovery startups boast exceptionally rich valuations, driven by the enthusiastic participation of tech...
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