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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Replying to @nikillinit
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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Replying to @erikrtn @nikillinit
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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Replying to @erikrtn @nikillinit
Haha, we are at Cascade but there's a couple other good examples, largely outside of discovery, of this approach. Give me a few to compile these and send them along.
3:01 PM - 23 Jan 2019
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