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Capital Ideas Investing Podcast
Connecting the science and the business of drug innovation
Oct 31, 2024
Judith Finegold, a biopharmaceutical analyst at Capital Group and former cardiologist, shares her insights on drug innovation and investment. She discusses the years of research behind blockbuster drugs like Ozempic, the evolving landscape of drug pricing, and the shift towards advanced therapies. Topics include the promise of genetic sequencing in drug discovery, the impact of GLP-1 drugs in treating obesity, and the transformative role of antibody drug conjugates in cancer care. Finegold emphasizes the necessity of understanding both science and business for successful investing in biopharma.
36:04
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Quick takeaways
- Advancements from the Human Genome Project have drastically lowered genome sequencing costs, fostering diverse investment opportunities in biopharma.
- Successful biopharma investments hinge on understanding complex healthcare pricing dynamics, particularly for emerging drugs targeting obesity and diabetes.
Deep dives
The Golden Age of Drug Discovery
The current biopharmaceutical landscape is experiencing a significant transformational period marked by advancements in drug discovery. Innovations stemming from the Human Genome Project have allowed for a rapid decrease in the cost of genome sequencing, now available for just over $100 compared to the original $2 billion. This transformation has expanded investment opportunities within biotechnology, pivoting from limited small-molecule treatments to a diverse array of drug platforms, including gene therapy and RNA targeting. The industry is hopeful that these advancements will signal a resurgence in research and development efficiency, potentially marking the beginning of a new era in biopharma.
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