The Brutal Truth About Biotech: Why $2B Per Drug Is Killing Innovation
Two venture capitalists dissect why biotech burns billions while China runs trials in weeks, and why the next Genentech won't look anything like the last one. Elliot Hershberg reveals the "three horsemen" strangling drug development as costs explode to $2.5 billion per approval, while Lada Nuzhna exposes how investigator-initiated trials in Shanghai are rewriting the competitive playbook faster than American founders can file INDs. When the infrastructure that built monoclonal antibodies becomes the commodity threatening to hollow out an entire industry, the only path forward demands inventing…
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Chapters (10)
The State of Biotech: Record Lows and Structural Challenges
3:00
The Biggest Disconnect: Technology Progress vs Market Reality
6:00
Eroom's Law: Why Drugs Cost $2 Billion and Take Longer Than Ever
10:36
How the Biotech Industry Actually Works: From Dye Manufacturers to Drug Discov
13:33
China's Speed and Cost Advantage: The Geographic Arbitrage Problem
17:00
"We Have to Invent Stuff": America's Path to Competing with China
22:24
AI in Drug Development: Can It Make a $2.5B Drug Cost $500M?
33:00
GLP-1s: The Drug That Gave Biotech Its Mojo Back
38:14
What Is Aging? We'll Treat It Before We Understand It
58:00
Where Are The Next Iconic Biotechs? Rebundling the Stack
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