Скачать или смотреть The Future of Biomedicine: Cell Therapy, Drug Discovery & The $180B Value Unlock | Novartis CEO

a16z general partner Jorge Conde talks with Vasant Narasimhan, CEO of Novartis International, about transforming a 250-year-old conglomerate into a pure play medicines company and unlocking $180 billion of value in the process. They cover Novartis's platform technologies: cell and gene therapies, RNA medicines, and radioligand therapies. They also discuss AI in drug discovery, the rise of China as a biotech competitor, and what Vasant looks for when evaluating startup partnerships, including his advice on the killer experiments and CMC work that can make or break a deal.

Timestamps
00:00 Introduction
05:28 Why Not Re-Diversify into Consumer Health?
14:45 Why siRNA Is ‘De-Risked’ and Built for Infrequent Dosing
20:01 Radioligand Therapy Explained
23:52 Patient & Physician Preferences: Injections vs Pills, Safety Profiles, and Adoption
34:18 How Novartis Uses AI Today: Data Lakes, Copilot, and Decision Agents
38:25 China’s Rise and the New Biotech Competitive Reality
54:12 Advice for Biotech Founders

Resources
Follow Vasant Narasimhan on LinkedIn:   / vasnarasimhan  
Follow Jorge Conde on X:   / jorgecondebio  

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