Digital health's law: As the lifespan of a digital health company grows longer, the probability of that company saying they're going to make their own therapeutics approaches 1
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key example: every single AI for drug discovery company, when their BD starts to breakdown for any number of reasons, they immediately pivot to digital TX
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I don't think that's true, at least not to the scale these pivots would make you think. Good BD + actual useful platform work at venture scl. The problem is when you are straight out of a PHD and exclusively shooting for company wide deployments across roche/pfizer/etc.
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