The Brutal Truth About Biotech: Why $2B Per Drug Is Killing Innovation
November 14, 2025
8,637
14
0.16%
Search the Record
IndexedEvery word spoken in this episode is indexed. Type any phrase to jump straight to the moment it was said.
Type any word or phrase that may have been spoken. Click a result to seek the player to that exact moment.
Try a name, a topic, or a quoted line
A16z Episodes Around November 14, 2025
See what was published immediately before and after this episode.
52:31Grant Lee: Building Gamma’s AI Presentation Company to 100 Million Users
1:01:17Now PlayingThe Brutal Truth About Biotech: Why $2B Per Drug Is Killing Innovation
Chapters
YouTube Description
as posted by the channelTwo venture capitalists dissect why biotech burns billions while China runs trials in weeks, and why the next Genentech won't look anything like the last one. Elliot Hershberg reveals the "three horsemen" strangling drug development as costs explode to $2.5 billion per approval, while Lada Nuzhna exposes how investigator-initiated trials in Shanghai are rewriting the competitive playbook faster than American founders can file INDs. When the infrastructure that built monoclonal antibodies becomes the commodity threatening to hollow out an entire industry, the only path forward demands inventing medicines that are literally impossible to make without tools that don't exist yet, and they're betting everything on which approach survives.
Timestamps:
Follow Jorge on X
Follow Lada on X
Follow Elliot on X
Follow Erik on X
Stay Updated:
If you enjoyed this episode, be sure to like, subscribe, and share with your friends!
Find a16z on X
Find a16z on LinkedIn
Listen to the a16z Podcast on Spotify
Listen to the a16z Podcast on Apple Podcasts
Follow our host
Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
Guests & Subjects Covered
Sentinel Indexing in Progress
Metadata and chapters are available. Claim extraction for this episode is pending.
All video content is delivered via YouTube embedded players in accordance with the YouTube Terms of Service. Sentinel provides research tools that promote discovery and accountability across political media.