Thread by @unseenvalue

Pharma sector will get disrupted in the next 3-5 years❗️

Investors having material exposure must evaluate each story on the basis of 3 key parameters - IP Strategy, Physical & Social Technologies.

Above 3 will define the “future fitness” of the company you have exposure to❗️

Social Technologies in the context of Pharma are the capabilities around regulatory / legal systems; healthcare delivery systems in an environment friendly and economical / affordable manner so that the health benefits are realised by 99% of ‘not so rich’ global population!

Physical Technologies and IP are blended together to leverage not just the Green Chemistry, the Nanotechnology and Biotechnology but also the data / information integrity, secure documentation / regulatory filings and sustainable manufacturing technology!!

Technology is enabling new ways of credibly accessing medical knowledge via smart phones / tablets.

Android, iOS have > 5k health / fitness apps like @Medscape, pointing to a future where the Tech. drives a part of medical knowledge and therapeutic guidance instead of a Doctor!

Obviously, this won’t happen 4 all customers and all conditions; poorly understood or serious conditions would still require a Doctor!!

But for well-educated patients with MINOR or "Well-Understood" conditions, cost of direct medical advice won’t make any economic sense!!

‘Telemedicine’ offers potential for disintermediation, by transferring medical info either to or from the patient, without direct presence of healthcare professional

Even non-pharma firms like #Vodafone #CiscoSystems are partnering to create real-time patient monitoring systems!

The ‘science fiction’ world of truly personalized medicine was deemed a far-flung opportunity by @McKinsey research in 2010 (link below).

Almost a decade later – this may still be decades away!! (if not impossible to achieve). Excellent read 👌

Source: mckinsey.com/~/media/McKins…

McKinsey's report above suggests that the aim to deliver Personalized-Drugs, no doubt would face significant Technical and Operational issues, BUT the biggest challenges are Economics (not Science!) related ☺️- as huge R&D costs be spread over very thin volumes - not viable?!?!?!

Bioinformatics is becoming a dominant theme in disrupting the conventional Pharma research processes!

PwC (below) opines that bioinformatics approaches improve the efficiency of Pharma R&D by enabling drug candidates to "fail fast and fail cheaply".

pwc.com/gx/en/pharma-l…

The practical application of bioinformatics is the increasing development of ‘in silico’ R&D to complement or replace drug development processes that were previously carried out ‘in vivo or in vitro (in animals or labs).

#CDMO #CRO like #syngene see huge potential ahead!!

It's almost mandatory now for a Pharma innovator, Biotech (large or a startup) in the western world to partner with a competent, agile and compliant supplier who not only speaks and understands the same 'language of IP & Innovation' but operates out of a low-cost jurisdiction!

Artificial Intelligence represents a key enabler to win the productivity race of speed and cost efficiency. @Accenture research shows that industry executives view Artificial Intelligence as essential for a successful R&D Operating Model both today and in the future @SyngeneIntl

Future lab-to-market biopharma innovations will come via global partnerships where innovator & supplier teams collaborate (instead of the traditional fully integrated model). Opportunity in biotech, low-cost commercial-scale production! #CMO #CRAMS #CRO

mckinsey.com/Videos/video?v…