Jorge Conde
speaker
469 appearances
4 recordings
1 series
first heard Sep 2025
last heard 2 Sep
Jorge Conde’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Sep 2026 with 1.
Appearances
Capital intensity is something that our industry faces.
In some ways it looks a little bit like AI now, right?
In terms of the cost of training these models.
But the capital intensity is very, very high.
That has not come down.
So um we got to get the success rates up to impact capital intensity to get it down.
The second thing is can where can we compress time?
So good models can help us compress early discovery time.
We still haven't seen uh and I think it's coming, but it hasn't happened yet.
We haven't seen artificial intelligence or other technologies massively compress the amount of time it takes us to do the clinical development, the clinical trials, the enrollment of patients, all of those things.
We're seeing some interesting things coming.
We haven't seen sort of the the payoff there yet.
Um
And the third thing is if we can make better drugs going after better things, you the effect size should be higher.
So therefore the answer should be obvious sooner.
If we can get those three things right, reduce capital intensity, compress timelines, and effectively increase effect size in in some very tough
um sort of uh intractable diseases, that is at what I think fixes the industry.
And from where we sit at the early stage, um uh at the early stage in terms of being early stage investors.
The reason why that helps us is.
If the capital intensity goes down and the value creation goes up, it becomes easier.
Showing 361–380 of 469 · page 19 of 24
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