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10 results for “biotech moats”
Concept3 mentions across episodes
moats
...biotechnology market, and their advantages are multiple. I mean, their advantages are regulatory. They relate to the personnel. We have lost an amazing amount of talent who was educated here in our graduate schools and now has gone back to China. And
32:10 / 33:17
from transcript32:10 – 33:17
...on biotech to be faster and cheaper is just higher than it's ever been before. I think a lot of that cost comes from how artisanal the industry is. Like, biotech is this place where if you look, as I was take the digital and physical realms for a sec
11:12 / 12:25
from transcript11:12 – 12:25
...startups, which are the ones supplying the drugs, biotech startups now make two thirds of the drugs that go to market, we have this,
14:08 / 15:27
from transcript14:08 – 15:27
...biotech competitive again, that makes biotech an investable, an investable asset again?
23:11 / 24:16
from transcript23:11 – 24:16
And that was a technology that had never been in humans before. And in such a short period of time, it's like, wow, a whole new modality that we now have at our disposal. And a few years before that, we had the first human cell therapies where we're
28:35 / 29:38
from transcript28:35 – 29:38
...biotech and farm industry is, you know, how are they able to do it at this pace? Are they able to do it at this cost? Why do their data packages look so good? Right? They have safety. They have tox. They have all these IND enabling studies. You know,
45:46 / 46:57
from transcript45:46 – 46:57
in in COVID. Or you have Gilead who's, like, you know, HIV used to be a death sentence in the nineteen eighties, and, like, there was tons of panic and fear about it in the nineties and early two thousands. And, like, like, good. It's, like, cured HI
44:15 / 45:21
from transcript44:15 – 45:21
...companies themselves want lower cost basis. Right? We want, the ability to actually make molecules that work faster, and I think all these things will, you know, kind of compete, right, in the system to be able to reduce the right now, like, pretty h
46:33 / 47:37
from transcript46:33 – 47:37
...Emerging Biotechnology. Technology. We're here at a at a biotech conference, so I figured we could start here because everyone's talking about China and the race against China. The US, according to this commission, has a three year window to act to k
7:30 / 8:30
from transcript7:30 – 8:30
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