Free Radicals is back! Today’s guest is
@ElliotHershberg, partner at
@AmplifyPartners and author of the popular blog Century of Biology.
We talk about GLP-1s as a breakthrough moment for biotech, why drug development is starting to behave like software, and how falling discovery costs could finally free biotech startups from selling themselves to pharma.
Other topics include Elliot’s "massive markets, medium prices" thesis, the rise of consumer and "n-of-one" medicine, and Sid Sijbrandij
@sytses going founder mode on his own cancer.
Thank you to
@SynBioBeta for hosting us at their conference, where we recorded this episode, and several others we’ll be releasing soon!
Follow me,
@FreeRadicalsBio &
@EricDai_BioE for weekly episodes with leaders in biotech and longevity.
0:00 Intro
2:12 What era of biotech are we in?
3:58 GLP-1s: the once-in-a-generation breakthrough
7:04 Inside Lilly's trillion-dollar valuation
9:09 The Gillette Era of GLP1s
9:54 The Bryan Johnson Era of Biotech: Biohacking goes mainstream
12:55 The $1T question on Consumer Biotech
14:33 Patent cliffs, fast followers, and building for "me-last" therapies
18:20 Disintermediating pharma: HIMS, Loyal, and the standalone biotech
19:41 Why do biotechs sell to pharma in the first place?
23:03 Longevity: a science problem or an ecosystem-alignment problem?
27:14 Why GLP-1s came from pharma
29:52 Why Elliot is Bullish on Standalone Biotechs
33:03 Is Drug Development Becoming more like Software? Not if upside is capped at <$10B
41:30 The geroscience hypothesis and longevity as massive markets, medium prices
45:36 Treating age related diseases or aging as an indication
47:55 How do you value curing aging?