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Read more about the article The Coming Preclinical Licensing Bottleneck

The Coming Preclinical Licensing Bottleneck

  • Post author:Carlos
  • Post published:May 20, 2026
  • Post category:Artificial Intelligence/BD&L
  • Post comments:0 Comments

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,…

Continue ReadingThe Coming Preclinical Licensing Bottleneck
Read more about the article The “Reach Through”: When Your Sublicensees Success Becomes Your Headache

The “Reach Through”: When Your Sublicensees Success Becomes Your Headache

  • Post author:Carlos
  • Post published:March 20, 2026
  • Post category:BD&L
  • Post comments:0 Comments

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…

Continue ReadingThe “Reach Through”: When Your Sublicensees Success Becomes Your Headache
Read more about the article The Three Faces of AI: Claude Models and BD

The Three Faces of AI: Claude Models and BD

  • Post author:Carlos
  • Post published:March 18, 2026
  • Post category:Artificial Intelligence/BD&L/Uncategorized
  • Post comments:0 Comments

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…

Continue ReadingThe Three Faces of AI: Claude Models and BD
Read more about the article GIGO: AI and Drug Candidate Valuation – Part V

GIGO: AI and Drug Candidate Valuation – Part V

  • Post author:Carlos
  • Post published:March 4, 2026
  • Post category:Artificial Intelligence/BD&L
  • Post comments:0 Comments

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…

Continue ReadingGIGO: AI and Drug Candidate Valuation – Part V
Read more about the article The Platform Question: AI and Drug Candidate Valuation – Part IV

The Platform Question: AI and Drug Candidate Valuation – Part IV

  • Post author:Carlos
  • Post published:February 25, 2026
  • Post category:Artificial Intelligence/BD&L
  • Post comments:0 Comments

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…

Continue ReadingThe Platform Question: AI and Drug Candidate Valuation – Part IV
Read more about the article On Getting pAId: AI and Drug Candidate Valuation – Part III

On Getting pAId: AI and Drug Candidate Valuation – Part III

  • Post author:Carlos
  • Post published:February 18, 2026
  • Post category:Artificial Intelligence/BD&L
  • Post comments:0 Comments

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…

Continue ReadingOn Getting pAId: AI and Drug Candidate Valuation – Part III
Read more about the article Children And Crayons: AI and Drug Candidate Valuation – Part II

Children And Crayons: AI and Drug Candidate Valuation – Part II

  • Post author:Carlos
  • Post published:February 11, 2026
  • Post category:Artificial Intelligence/BD&L
  • Post comments:0 Comments

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…

Continue ReadingChildren And Crayons: AI and Drug Candidate Valuation – Part II
Read more about the article Clowns on a Stage

Clowns on a Stage

  • Post author:Carlos
  • Post published:February 6, 2026
  • Post category:Reimbursement
  • Post comments:0 Comments

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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Read more about the article Does AI Change How We Value Drug Candidates?

Does AI Change How We Value Drug Candidates?

  • Post author:Carlos
  • Post published:February 4, 2026
  • Post category:Artificial Intelligence/BD&L
  • Post comments:0 Comments

A Five-Part Series on AI Drug Discovery Valuation Challenges Introduction I have no idea. That was my brilliant, insightful, memorable, put this on a t-shirt answer to the question posed…

Continue ReadingDoes AI Change How We Value Drug Candidates?
Read more about the article The Role of Artificial Intelligence Across the Repurposing Matrix 

The Role of Artificial Intelligence Across the Repurposing Matrix 

  • Post author:Carlos
  • Post published:January 30, 2026
  • Post category:Artificial Intelligence/Drug Development
  • Post comments:0 Comments

Introduction Part I of this article proposed a framework to help guide the discussion around repurposing, which we define very broadly. Now, in Part II, we extend the framework and…

Continue ReadingThe Role of Artificial Intelligence Across the Repurposing Matrix 
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Recent Posts

  • The Coming Preclinical Licensing Bottleneck
  • The “Reach Through”: When Your Sublicensees Success Becomes Your Headache
  • The Three Faces of AI: Claude Models and BD
  • GIGO: AI and Drug Candidate Valuation – Part V
  • The Platform Question: AI and Drug Candidate Valuation – Part IV

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