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Mashup Score: 1Yes We Can: My Response To Skeptical Readers - TimmermanReport.com - 4 month(s) ago
Two weeks ago, I wrote about how difficult it is for R&D leaders to “pick winners,” despite the enormous incentives to do so. I explained how we tend to underestimate the role of chance, and overestimate our ability to “domesticate uncertainty,” as Nassim Taleb and I wrote in the Financial Times in 2008. Mostly, efforts… Read More
Source: timmermanreport.comCategories: General Medicine News, General HCPsTweet
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Mashup Score: 1Yes We Can: My Response To Skeptical Readers - TimmermanReport.com - 4 month(s) ago
Two weeks ago, I wrote about how difficult it is for R&D leaders to “pick winners,” despite the enormous incentives to do so. I explained how we tend to underestimate the role of chance, and overestimate our ability to “domesticate uncertainty,” as Nassim Taleb and I wrote in the Financial Times in 2008. Mostly, efforts… Read More
Source: timmermanreport.comCategories: General Medicine News, General HCPsTweet-
Yes, human causal biology, rigorously applied, combined w good org structure/strong sci leadership/right size, can improve R&D PoS, eg $VRTX, $REGN. Also: emerging tech incl AI can+will contribute to next iteration of R&D elevation. In @timmermanreport https://t.co/zto2ZWzFhY
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Mashup Score: 20What If You Can’t Pick Winners in R&D? - TimmermanReport.com - 4 month(s) ago
Peter Thiel, the contrarian investor, had a favorite question for interviewees: “What important truth do few people agree with you on?” My answer: No one can pick winners in pharma R&D. When I think of the most significant blockbusters in the industry involving novel mechanisms of action (follow-ons are a different story), I see a… Read More
Source: timmermanreport.comCategories: General Medicine News, General HCPsTweet-
Latest @timmermanreport https://t.co/CdMBiWsPpO Rare, outsized success in biopharma R&D requires huge amt of luck+real skill. Key quality R&D leaders require=ability to muster conviction in face of overwhelming uncertainty. Plus: intense execution & ton of luck. @matthewherper
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Mashup Score: 1Yes We Can: My Response To Skeptical Readers - TimmermanReport.com - 4 month(s) ago
Two weeks ago, I wrote about how difficult it is for R&D leaders to “pick winners,” despite the enormous incentives to do so. I explained how we tend to underestimate the role of chance, and overestimate our ability to “domesticate uncertainty,” as Nassim Taleb and I wrote in the Financial Times in 2008. Mostly, efforts… Read More
Source: timmermanreport.comCategories: General Medicine News, General HCPsTweet-
Yes, human causal biology, rigorously applied, combined w good org structure/strong sci leadership/right size, can improve R&D PoS, eg $VRTX, $REGN. Also: emerging tech incl AI can+will contribute to next iteration of R&D elevation. In @timmermanreport https://t.co/zto2ZWzFhY
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Mashup Score: 6Can We Pick Winners With Causal Human Biology? Vertex Makes the Case - TimmermanReport.com - 4 month(s) ago
Everybody reading this column knows that biopharma is a difficult business. Biology is unfathomably complicated and figuring out how to introduce something into the human body that does more good than harm is a fiendishly difficult challenge. That’s why it’s important to recognize the occasional success. It reminds us what’s possible, and inspires us to… Read More
Source: timmermanreport.comCategories: General Medicine News, General HCPsTweet-
In her wonderful bk on complexity, @MelMitchell1 points out that even complexity experts can't seem to agree on what exactly the term means. I wonder if same is true for biopharma R&D leaders who now all seem to invoke "human causal biology"... https://t.co/Aep2ABbyrz @zakkohane
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Mashup Score: 6Can We Pick Winners With Causal Human Biology? Vertex Makes the Case - TimmermanReport.com - 4 month(s) ago
Everybody reading this column knows that biopharma is a difficult business. Biology is unfathomably complicated and figuring out how to introduce something into the human body that does more good than harm is a fiendishly difficult challenge. That’s why it’s important to recognize the occasional success. It reminds us what’s possible, and inspires us to… Read More
Source: timmermanreport.comCategories: General Medicine News, General HCPsTweet-
In her wonderful bk on complexity, @MelMitchell1 points out that even complexity experts can't seem to agree on what exactly the term means. I wonder if same is true for biopharma R&D leaders who now all seem to invoke "human causal biology"... https://t.co/Aep2ABbyrz @zakkohane
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Mashup Score: 6Can We Pick Winners With Causal Human Biology? Vertex Makes the Case - TimmermanReport.com - 4 month(s) ago
Everybody reading this column knows that biopharma is a difficult business. Biology is unfathomably complicated and figuring out how to introduce something into the human body that does more good than harm is a fiendishly difficult challenge. That’s why it’s important to recognize the occasional success. It reminds us what’s possible, and inspires us to… Read More
Source: timmermanreport.comCategories: General Medicine News, General HCPsTweet-
In her wonderful bk on complexity, @MelMitchell1 points out that even complexity experts can't seem to agree on what exactly the term means. I wonder if same is true for biopharma R&D leaders who now all seem to invoke "human causal biology"... https://t.co/Aep2ABbyrz @zakkohane
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Mashup Score: 3The Cultures of Large and Small Pharmas, plus: Can They Overcome The “Productivity Paradox” and Seize the AI Moment? - TimmermanReport.com - 5 month(s) ago
Spurred by several questions I’ve received from students and trainees, today’s year-end column examines some of the ways large biopharma companies are fundamentally different from small biotech companies and startups. We’ll also ask whether biopharma can overcome new technology’s dreaded “productivity paradox” and learn, quickly, how to apply AI to accelerate drug development. Large Pharmas… Read More
Source: timmermanreport.comCategories: General Medicine News, General HCPsTweet-
Ok, one might ask, so what's the advantage of big pharmas then? Discussed here https://t.co/07ERVgFM75, but tl;dr is they can absorb failures - same reason Jobs was pushing (per Catmull) to have Pixar acquired by Disney; creative pursuits->high failure rate, need to survive... https://t.co/JWf61qLpY9
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Mashup Score: 20What If You Can’t Pick Winners in R&D? - TimmermanReport.com - 5 month(s) ago
Peter Thiel, the contrarian investor, had a favorite question for interviewees: “What important truth do few people agree with you on?” My answer: No one can pick winners in pharma R&D. When I think of the most significant blockbusters in the industry involving novel mechanisms of action (follow-ons are a different story), I see a… Read More
Source: timmermanreport.comCategories: General Medicine News, General HCPsTweet-
Latest @timmermanreport https://t.co/CdMBiWsPpO Rare, outsized success in biopharma R&D requires huge amt of luck+real skill. Key quality R&D leaders require=ability to muster conviction in face of overwhelming uncertainty. Plus: intense execution & ton of luck. @matthewherper
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Mashup Score: 20What If You Can’t Pick Winners in R&D? - TimmermanReport.com - 5 month(s) ago
Peter Thiel, the contrarian investor, had a favorite question for interviewees: “What important truth do few people agree with you on?” My answer: No one can pick winners in pharma R&D. When I think of the most significant blockbusters in the industry involving novel mechanisms of action (follow-ons are a different story), I see a… Read More
Source: timmermanreport.comCategories: General Medicine News, General HCPsTweet-
Latest @timmermanreport https://t.co/CdMBiWsPpO Rare, outsized success in biopharma R&D requires huge amt of luck+real skill. Key quality R&D leaders require=ability to muster conviction in face of overwhelming uncertainty. Plus: intense execution & ton of luck. @matthewherper
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Yes, human causal biology, rigorously applied, combined w good org structure/strong sci leadership/right size, can improve R&D PoS, eg $VRTX, $REGN. Also: emerging tech incl AI can+will contribute to next iteration of R&D elevation. In @timmermanreport https://t.co/zto2ZWzFhY