The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified · Nick Moran

493. From Data Science to Drug Design: How AI Shifts Discovery, Target Validation, and Portfolio Construction (Jim Tananbaum)

·39 min·3 clips
Jim Tananbaum predicts the future where drugs are designed completely by AI, though he's unsure if it's three or ten years away.
Jim Tananbaum, CEO of Foresight Capital, returns to discuss how AI is transforming drug discovery, the crushing impact of interest rates on biotech valuations, and why China has become a key source of pharmaceutical innovation. He also shares counterintuitive advice on holding winning investments and makes bold predictions about the future of GLP-1 drugs.

As heard by us

A grounded look at biomarkers, prevention, and the slow pace of healthcare change.

Jim Tananbaum and Nick Moran keep this episode centered on healthcare investing, with a clear thread running through earlier detection, biomarkers, prevention, and the longer horizon of longevity.

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Why you'd press play

For a VC lens on healthcare and life-sciences investing, with early detection, biomarkers, and the slow road to reimbursement.

Read the full recommendation in PlayNext →
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