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11 results for “pharma”
“Novartis CEO explains the radical rethink that transformed a 250-year-old pharma giant”
...biopharmaceuticals, try to focus on therapeutic areas we think would really matter. And so what we did over the last year is we did a really pretty radical rethink of the company. We exited our consum
4:55 / 5:26
founder story4:55 – 5:26
...pharma together. And some of those will get there through become being pharmas that acquire biotechs, and others will be
24:43 / 25:50
from transcript24:43 – 25:50
...as pharma gets less and less efficient, capitalists should just not allocate their dollars there because there's literally not enough incentive in the profit dollars that you get to earn from your drug after it's patented for many years. Like, should
3:23:40 / 3:25:00
from transcript3:23:40 – 3:25:00
...company as the distributor, which, really, they're not the distributor. The PBM handles making sure that the reimbursements are there so doctors will prescribe them, and the wholesaler distributors handle physically moving the drugs. But when you do
2:54:40 / 2:55:47
from transcript2:54:40 – 2:55:47
...pharma, it's all the same. So it is the most diverse industry in my opinion. It's much different than the other part of health care, which is generally services, devices, med tech, tools and diagnostics, those types of things. Biotech, they are tryin
5:22 / 6:21
from transcript5:22 – 6:21
...that intensely, but it feels like the only European name I I hear nowadays is Novo Nordisk and its GLP ones. I mean, Europe historically was the dominant place in the world for the pharmaceutical industry. So it's only, I would say, in the last thirt
38:16 / 39:24
from transcript38:16 – 39:24
...pharma is increasingly buying their new early stage assets out of China. And so, you know, go back five, six years. The percentage of Big Pharma's acquisitions that were coming from China were single digits.
19:33 / 20:37
from transcript19:33 – 20:37
...Pharma's acquisitions that were coming from China were single digits. And I think in '25, it was between 3040% of their acquisitions. So this is a sea change in Big Pharma's sourcing strategy. And, you know, they have oriented more towards these Chin
20:22 / 21:27
from transcript20:22 – 21:27
Well, pharma won't sell it to them. Instead, you'll have to go into the private sector, which means it's gonna be more expensive in the private sector than it would have been otherwise. If you're covered by private insurance, your pharma bill is actu
1:31:29 / 1:32:37
from transcript1:31:29 – 1:32:37
...and pharma has has been a shrinking, in interest in certain the the rate of growth. What what's it gonna take for these, innovations in in in the science to reflect themselves in in business models and in in growth for the industry? A lot of these bi
22:25 / 23:35
from transcript22:25 – 23:35
...pharma doesn't get it or has their head in the sand. And in fact, I learned this from someone who was in the media industry, and I was always we were talking about disruptive technologies and how these large incumbents always get disrupted. And this
23:57 / 25:10
from transcript23:57 – 25:10
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