Epoch 9: Roche Goes Digital: A Day in the Life of the Future

AI Investment Trends, Pharma AI Rankings, Roche Case Study

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Hello Avatar! Welcome back for another week of biotech analysis. This week we have a fun one for you.  Today we will go into detail on one of the hottest themes in biotech research - artificial intelligence.  Say those magic words during a fund raise and automatically increase your pre-money valuation by 2x!  We will start today sharing recent capital flow trends in this space.  How much is being invested, into what types of AI projects and most importantly which pharma are buying.  We then will shift gears into a deep dive on Roche.  Late last year they hosted a Digitization Day where they went into great detail on their plans for AI.  We will discuss all of that as well as take you through a number of SPECIFIC use case examples around how Roche is applying the tech to their operations.

If you're not subbed yet click the link below.  Every Thursday we are out with our FREE public/private biotech market update. Sundays are the days we focus on forward looking strategy.  Monday’s are for public equity research. Tomorrow we will focus on Avidity Biosciences $RNA which is scheduled to present new AOC-1001 long-term efficacy and safety data from the MARINA-OLE trial in Myotonic Dystrophy Type 1 (DM1) at the 2024 Muscular Dystrophy Association (MDA) Clinical & Scientific Conference.  Options pricing suggest 40-50% volatility - should be interesting!

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Enough shilling for the day, lots to cover this week, let's get started!

TECHBIO INVESTMENT TRENDS

“Techbio” is a controversial word, but only because it is a new word to describe something happening for decades - the fusion of computing and science.  Artificial Intelligence (AI) is also not even a new word, but appears to be a new phrase to capture a growing mania around the concept of integrating computing and science to find more efficient ways of finding and developing medicines.

Today we are going to share a handful of charts we came across from the Guggenheim team which nicely articulates trends in the techbio space as it relates to drug discovery.   The thing we like about these charts is that they are sourced based on pharma deal making.  Since pharma is ultimately the buyer for biotech products, we thought how they are choosing to place their bets would be highly telling of where the experts are seeing value.