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Their wordsOur punchline is that R&D spending varies by 10X+ across diseases for no good reason. I've been poking at that punchline for the last six or so years, from different directions, and I am confident it's true.
Our reading
Mental modelIncentives
Their wordsInfectious diseases as a category receive vastly less R&D spending from industry than non-communicable diseases, per death they cause, because they disproportionately kill people in lower- and middle-income countries where the payoff for making a cure is less lucrative.
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