Widening the Funnel
Where AI Doesn’t Change the Math — Part B Part A argued that AI-assisted diligence widens the top of the in-licensing funnel. More opportunities can get real evaluation without proportionally…
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Widening the Funnel
How AI Changes the Math of In-Licensing — Part A Every licensing executive has seen some version of this chart. AbbVie disclosed its own numbers a few years back: roughly…
The Coming Preclinical Licensing Bottleneck
Will AI create more assets than pharma can absorb? AI is often discussed as a solution to pharmaceutical research and development productivity. It may be. Certainly Big Pharma thinks so,…
The “Reach Through”: When Your Sublicensees Success Becomes Your Headache
What is a "reach through? Let me paint the picture. Company A licenses technology to Company B. Company B then sublicenses to Company C. Under a reach-through provision, Company B…
The Three Faces of AI: Claude Models and BD
After ~six months of integrating AI into our workflows at Lacerta Bio (plus building a few custom tools for ourselves and our clients), I've developed what I call the "intern-to-partner…
GIGO: AI and Drug Candidate Valuation – Part V
Introduction In Part I of this series, we introduced the idea that drug candidates emerging from artificial intelligence may have to be valued differently than those emerging from more traditional…
The Platform Question: AI and Drug Candidate Valuation – Part IV
Introduction In Part I of this series, we introduced the idea that drug candidates emerging from artificial intelligence may have to be valued differently than those emerging from more traditional…
On Getting pAId: AI and Drug Candidate Valuation – Part III
Introduction In Part I of this series, we introduced the idea that drug candidates emerging from artificial intelligence may have to be valued differently than those emerging from more traditional…
Children And Crayons: AI and Drug Candidate Valuation – Part II
Ownership and Inventorship Ambiguity Introduction In Part I of this series, we introduced the idea that drug candidates emerging from artificial intelligence may have to be valued differently than those…
Clowns on a Stage
In America, we are adept at electing clowns and charlatans, and then ignoring or not bothering to understand what they are saying or doing. I blame this on our addictions…
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