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← Biotech R&D efficiency and pharma R&D efficiency are not the same thing and should not be conflated.
17 connected korrents · 16 moments from 8 Mar 2012 to 10 Aug 2026.
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design Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Read this korrent: Biotech R&D efficiency and pharma R&D efficiency are not the same thing and should not be conflated. Biotech R&D efficiency and pharma R&D efficiency are not the same thing and should not be conflated. Last stated 6 months ago
12 Apr 2026
EH
Elliot Hershberg — holds since 2026-04-12 — tap for who they are
Same subject: Drug discovery has become less efficient over time despite continued technological progress. — tap to centre the map on it Drug discovery has become less efficient over time despite continued technological progress. Last stated 8 months ago
18 Jan 2026
EH
Elliot Hershberg — holds since 2026-01-18 — tap for who they are
Same subject: New technologies can meaningfully improve R&D productivity in drug development. — tap to centre the map on it New technologies can meaningfully improve R&D productivity in drug development. Last stated 6 months ago
12 Apr 2026
EH
Elliot Hershberg — holds since 2026-04-12 — tap for who they are
Same subject: AI infrastructure companies that sell tools rather than drugs can become massive, highly valuable businesses in biotech. — tap to centre the map on it AI infrastructure companies that sell tools rather than drugs can become massive, highly valuable businesses in biotech. Last stated 10 months ago
23 Nov 2025
EH
Elliot Hershberg — holds since 2025-11-23 — tap for who they are
Same subject: Pharmaceutical R&D productivity has fallen for decades: far more money spent per drug, with no matching improvement in the odds a candidate reaches the market. — tap to centre the map on it Pharmaceutical R&D productivity has fallen for decades: far more money spent per drug, with no matching improvement in the odds a candidate reaches the market. Last stated 2 months ago
21 Jul 2026
AT
Alex Telford — holds since 2023-12-23 — tap for who they are
RT
Ruxandra Teslo — holds since 2026-07-21 — tap for who they are
Same subject: Better drug candidates do not shorten clinical trials, because a trial's duration is set by operational and regulatory friction rather than by how good the drug is. — tap to centre the map on it Better drug candidates do not shorten clinical trials, because a trial's duration is set by operational and regulatory friction rather than by how good the drug is. Last stated 7 months ago
28 Feb 2026
RT
Ruxandra Teslo — holds since 2026-02-28 — tap for who they are
Same subject: Marketing returns are fat-tailed, so paying for marketing by the hour misprices work whose value comes from a small fraction of it. — tap to centre the map on it Marketing returns are fat-tailed, so paying for marketing by the hour misprices work whose value comes from a small fraction of it. Last stated 10 months ago
9 Dec 2025
RS
Rory Sutherland — holds since 2025-12-09 — tap for who they are
Same subject: Every new drug has to beat the cheap generics that came before it, and that competition with our own back catalogue is why drug discovery gets harder over time. — tap to centre the map on it Every new drug has to beat the cheap generics that came before it, and that competition with our own back catalogue is why drug discovery gets harder over time. Last stated 15 years ago
8 Mar 2012
DL
Derek Lowe — holds since 2012-03-08 — tap for who they are
Same subject: When pharmaceutical companies act as top-down gatekeepers for which therapeutic ideas get pursued, promising innovations from startups can be overlooked. — tap to centre the map on it When pharmaceutical companies act as top-down gatekeepers for which therapeutic ideas get pursued, promising innovations from startups can be overlooked. Last stated 6 months ago
12 Apr 2026
EH
Elliot Hershberg — holds since 2026-04-12 — tap for who they are
Same subject: A narrow, highly accurate model can beat a general one inside its own domain, as AlphaFold did, and materials science and chip design are next. — tap to centre the map on it A narrow, highly accurate model can beat a general one inside its own domain, as AlphaFold did, and materials science and chip design are next. Last stated 2 months ago
30 Jul 2026
JD
Jeff Dean — holds since 2026-07-30 — tap for who they are
Same subject: Contemporary physical and evolutionary structure-prediction approaches fall far short of experimental accuracy without a close experimental homologue, limiting biological utility. — tap to centre the map on it Contemporary physical and evolutionary structure-prediction approaches fall far short of experimental accuracy without a close experimental homologue, limiting biological utility. Last stated 5 years ago
15 Jul 2021
DH
Demis Hassabis — holds since 2021-07-15 — tap for who they are
Same subject: Deep learning has effectively solved the problem of predicting a protein's 3D structure from its sequence. — tap to centre the map on it Deep learning has effectively solved the problem of predicting a protein's 3D structure from its sequence. Last stated a year ago
29 Jun 2025
EH
Elliot Hershberg — holds since 2025-06-29 — tap for who they are
Same subject: A badly written AI outbound email is evidence of a bad vendor, not of a limit of AI. — tap to centre the map on it A badly written AI outbound email is evidence of a bad vendor, not of a limit of AI. Last stated 9 months ago
1 Jan 2026
JL
Jason Lemkin — holds since 2026-01-01 — tap for who they are
Same subject: A bigger context window does not give you a smarter model; the intelligence of the model is what decides how much of that window it can actually attend to. — tap to centre the map on it A bigger context window does not give you a smarter model; the intelligence of the model is what decides how much of that window it can actually attend to. Last stated 3 months ago
15 Jul 2026
DH
Dex Horthy — holds since 2026-07-15 — tap for who they are
Same subject: A child who has seen ten cats learns what a machine needs the whole internet of cat photos for, by a learning pathway nobody has solved. — tap to centre the map on it A child who has seen ten cats learns what a machine needs the whole internet of cat photos for, by a learning pathway nobody has solved. Last stated 2 months ago
10 Aug 2026
FL
Fei-Fei Li — holds since 2026-08-10 — tap for who they are
Same subject: A persistently rising dividend yield eventually forces capital appreciation as the market rerates the stock. — tap to centre the map on it A persistently rising dividend yield eventually forces capital appreciation as the market rerates the stock. Last stated 7 months ago
3 Mar 2026
SB
Sanjay Bakshi — holds since 2026-03-03 — tap for who they are
Same subject: A proof and an explanation are different things, and a theorem can stay an unsolved expository problem long after it is proved. — tap to centre the map on it A proof and an explanation are different things, and a theorem can stay an unsolved expository problem long after it is proved. Last stated 3 months ago
30 Jun 2026
GS
Grant Sanderson — holds since 2026-06-30 — tap for who they are
Same subject: A stream of AI-written papers with any error rate at all becomes insufferable, because finding the error costs more than the paper is worth even at ninety-nine percent. — tap to centre the map on it A stream of AI-written papers with any error rate at all becomes insufferable, because finding the error costs more than the paper is worth even at ninety-nine percent. Last stated 3 months ago
30 Jun 2026
GS
Grant Sanderson — holds since 2026-06-30 — tap for who they are
At the centre
Biotech R&D efficiency and pharma R&D efficiency are not the same thing and should not be conflated.
Holds Read this korrent →
Drug discovery has become less efficient over time despite continued technological progress.
Holds
New technologies can meaningfully improve R&D productivity in drug development.
Holds
AI infrastructure companies that sell tools rather than drugs can become massive, highly valuable businesses in biotech.
Holds
Pharmaceutical R&D productivity has fallen for decades: far more money spent per drug, with no matching improvement in the odds a candidate reaches the market.
Holds
Better drug candidates do not shorten clinical trials, because a trial's duration is set by operational and regulatory friction rather than by how good the drug is.
Holds
Marketing returns are fat-tailed, so paying for marketing by the hour misprices work whose value comes from a small fraction of it.
Holds
Every new drug has to beat the cheap generics that came before it, and that competition with our own back catalogue is why drug discovery gets harder over time.
Holds
When pharmaceutical companies act as top-down gatekeepers for which therapeutic ideas get pursued, promising innovations from startups can be overlooked.
Holds
A narrow, highly accurate model can beat a general one inside its own domain, as AlphaFold did, and materials science and chip design are next.
Holds
Contemporary physical and evolutionary structure-prediction approaches fall far short of experimental accuracy without a close experimental homologue, limiting biological utility.
Holds
Deep learning has effectively solved the problem of predicting a protein's 3D structure from its sequence.
Holds
A badly written AI outbound email is evidence of a bad vendor, not of a limit of AI.
Holds
A bigger context window does not give you a smarter model; the intelligence of the model is what decides how much of that window it can actually attend to.
Holds
A child who has seen ten cats learns what a machine needs the whole internet of cat photos for, by a learning pathway nobody has solved.
Holds
A persistently rising dividend yield eventually forces capital appreciation as the market rerates the stock.
Holds
A proof and an explanation are different things, and a theorem can stay an unsolved expository problem long after it is proved.
Holds
A stream of AI-written papers with any error rate at all becomes insufferable, because finding the error costs more than the paper is worth even at ninety-nine percent.
Holds