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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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.
these individual programs have plenty of discretionary budget and have real problems that can't be solved by additional assets (or even better top of funnel screening). But if you only going for co-wide proc, you're going to get five pilots and then immediately plateau and pivot
