Episode 47
Biotech Hangout
00:00
Is There a Sweet Spot for Validated Targets in the Innovation Space?
I think there are certainly segments of innovation that have become massively overcrowded with really little hope of having a differentiated asset. But at the same time, we are seeing validated targets go through successive iterations of improvement and faster than ever. So it can be very, very powerful. In some settings, it's a low-risk high-reward opportunity. If you really know the target well and have the conviction that a program is going to be able to differentiate, that's almost the sweet spot.
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