Investor of biotech and disruptive tech w/ a macro lens | Views my own
Jan 1, 2023 • 10 tweets • 4 min read
Despite the turbulence in the broader economy, 2022 was one of the most jampacked and mindblowing years in science, tech, and medicine.
Top breakthroughs from this year that are poised to transform industries and our understanding of humanity for 2023 and beyond : 1/ Revolutionary obesity drug
Experimental drug (GLP-1 receptor agonist) helped patients lose 22.5% of their body weight, tackling one of THE biggest 🌎 health problems
Weight loss that's much better than any other meds before and could replace surgery
What if the bio + tech breakthrough that brought us out of this pandemic in record time is also ironically why we are combatting with unexpectedly high inflation?
Did vaccines save us and crash the markets at the same time?
Let’s see if you agree:👇
2/ To set the stage, it’s not a question that one of the sources of inflation stemmed from the aggressive money printing that flooded the markets with Trillions dollars of in excess capital--$20 Tn.
For context, 80% of ALL US dollars in EXISTENCE were printed in past 2 years.
Jul 13, 2022 • 10 tweets • 3 min read
What's going on here?
Thanks to all the replies, we can write a book from all the responses to this tweet!
But perhaps NOW that the world has answered the first
Q, the more important question is:
What can we do here? ⁉️
Jan 13, 2021 • 12 tweets • 3 min read
1/ From discovering drugs in record time, detecting tumors with superhuman accuracy or replacing medical scribes, the promise of AI in biology is certainly tremendous. But given the frenzy of activity, it is also seemingly difficult to evaluate what is ready for prime time.🧐
2/ A common question that we get from leaders in biopharma and healthcare, as well as investors and operators, is: “how do I assess a new AI-driven technology and make sure it is worth my time/effort/money?”
Jan 13, 2021 • 15 tweets • 4 min read
1/ Biotech platforms are rich product engines that can generate endless applications, multiple shots on goal.
But...startup resources are finite.
My @a16z partner @JorgeCondeBio and I describe how to find Product-Disease Fit to pick your best shot. 🎯
a16z.com/2021/01/08/pla…2/ Given that there are on the order of 10,000+ known human diseases and every platform is unique, finding that perfect PDF is not simple.
There are 4 key filters in the funnel: (1) platform edge (2) scientific feasibility (3) commercial attractiveness (4) strategic alignment.
