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Uneven Frontiers
AI will significantly accelerate drug discovery, but the physical constraints of clinical development ensure that the industry's primary bottlenecks remain.
What: Benjamin Liu argues that value in biopharma will coalesce around the slowest, physical parts of the process—recruiting patients and clinical trials—rather than the easily automated discovery phases.
Why it matters: This highlights a strategic shift where AI reduces costs for R&D, but the long-term competitive advantage remains with companies controlling the physical-world clinical supply chain.
Original article
Uneven Frontiers
How AI will transform biopharma — and why the sequence of change matters
AI will transform pharma, but not evenly and not all at once. Some parts of drug discovery and development are already...
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