What podcasts say about D.A. Wallach
Every statement, with the speaker, the exact quote and the moment it was said.
What D.A. Wallach has said on podcasts
50 statements · 30 positive · 11 negative · 4 mixed · 5 neutral
Biotech companies are largely locked into an indication through their first human trial.
“once you've selected the indication or the disease you want to go after, you're kind of locked in at least through that first human trial.”
Open the episode · Founders Are Now Sending VCs a File Written for AIListen at 6:27
Late-stage private SPV deals should be compared with public-market investments.
“When you're looking at a $8 billion private company raising a Series C through an SPV, you should be comparing that to public. comps.”
Open the episode · Founders Are Now Sending VCs a File Written for AIListen at 49:54
Late-stage SPV deals have different valuations, outcomes, and risk-reward than early-stage venture funds.
“The dispersion of the outcomes is going to be radically different. The valuations are radically different and the risk reward is very different.”
Open the episode · Founders Are Now Sending VCs a File Written for AIListen at 50:10
AI researchers should express a 5% probability of curing all diseases within ten years.
“why can't you just say, we think there's a 5% chance that we're gonna cure all diseases in the next 10 years.”
Open the episode · Founders Are Now Sending VCs a File Written for AIListen at 1:08:48
All diseases being cured within ten years has a 1–5% probability.
“I think my P. Dario is between one and 5%.”
Open the episode · Founders Are Now Sending VCs a File Written for AIListen at 1:12:01
Phantom Neuro developed an implantable device placed beneath skin and above muscle.
“what they've developed is an implantable device that can go right under a patient's skin and above their muscle.”
Open the episode · Founders Are Now Sending VCs a File Written for AIListen at 1:14:11
Phantom Neuro’s implant enables thought-based control of robotic prosthetic limbs.
“you can control a robotic prosthetic limb just by thinking about it.”
Open the episode · Founders Are Now Sending VCs a File Written for AIListen at 1:14:37
GLP-1 drugs are the first blockbuster preventive medicine.
“GLP-1 is the first blockbuster preventative medicine.”
Open the episode · AI Boom Reality Check, Jobs Boom, Cybertruck Scrapped | Praveer Melwani, Keller Cliffton, Rahul Sonwalkar, Max Siegelman, D.A. WallachListen at 1:49:31
GLP-1 drugs will reduce risk factors for other major diseases.
“it's going to reduce all the other risk factors for the other diseases that get us.”
Open the episode · AI Boom Reality Check, Jobs Boom, Cybertruck Scrapped | Praveer Melwani, Keller Cliffton, Rahul Sonwalkar, Max Siegelman, D.A. WallachListen at 1:49:38
Several cancers have become curable diseases over the past decade.
“in the past decade, a number of cancers are now curable diseases.”
Open the episode · AI Boom Reality Check, Jobs Boom, Cybertruck Scrapped | Praveer Melwani, Keller Cliffton, Rahul Sonwalkar, Max Siegelman, D.A. WallachListen at 1:50:45
Human testing remains necessary to establish drug safety and effectiveness.
“The only way to find out if things are safe and effective is in a human world.”
Open the episode · AI Boom Reality Check, Jobs Boom, Cybertruck Scrapped | Praveer Melwani, Keller Cliffton, Rahul Sonwalkar, Max Siegelman, D.A. WallachListen at 1:53:20
AI will almost certainly generate better drug-development ideas.
“I think we almost certainly will get better ideas.”
Open the episode · AI Boom Reality Check, Jobs Boom, Cybertruck Scrapped | Praveer Melwani, Keller Cliffton, Rahul Sonwalkar, Max Siegelman, D.A. WallachListen at 1:53:46
AI may gradually reduce average drug-development time from 12 years toward 10 years.
“maybe a drug's development time goes from 12 years to 11 years and then maybe to 10 years.”
Open the episode · AI Boom Reality Check, Jobs Boom, Cybertruck Scrapped | Praveer Melwani, Keller Cliffton, Rahul Sonwalkar, Max Siegelman, D.A. WallachListen at 1:55:42
AI will not cure cancer or solve aging overnight; such claims are sales pitches.
“But is it going to cure cancer overnight? Is it going to solve aging overnight? Those are sales pitches.”
Open the episode · AI Boom Reality Check, Jobs Boom, Cybertruck Scrapped | Praveer Melwani, Keller Cliffton, Rahul Sonwalkar, Max Siegelman, D.A. WallachListen at 1:56:08
Sustained rising interest rates generally create difficult conditions for biotech.
“when you're in a secularly rising rate environment in general, tough for biotech.”
Open the episode · AI Boom Reality Check, Jobs Boom, Cybertruck Scrapped | Praveer Melwani, Keller Cliffton, Rahul Sonwalkar, Max Siegelman, D.A. WallachListen at 1:56:46
AI labs are becoming prospective buyers of biological datasets.
“the AI labs are prospective buyers of biological data sets.”
Open the episode · AI Boom Reality Check, Jobs Boom, Cybertruck Scrapped | Praveer Melwani, Keller Cliffton, Rahul Sonwalkar, Max Siegelman, D.A. WallachListen at 1:58:55
China’s rise is a larger shift for biopharma than AI.
“In a way, a bigger shift than AI, the biopharma industry, is the rise of China.”
Open the episode · AI Boom Reality Check, Jobs Boom, Cybertruck Scrapped | Praveer Melwani, Keller Cliffton, Rahul Sonwalkar, Max Siegelman, D.A. WallachListen at 2:02:27
China has sought to perform preclinical biopharma work at roughly one-quarter the U.S. cost.
“In China, what they have tried to do is all of that work at a quarter of the price.”
Open the episode · AI Boom Reality Check, Jobs Boom, Cybertruck Scrapped | Praveer Melwani, Keller Cliffton, Rahul Sonwalkar, Max Siegelman, D.A. WallachListen at 2:03:19
Multinational pharmaceutical companies increasingly conduct preclinical work in China.
“increasingly they've been comfortable doing that work in China.”
Open the episode · AI Boom Reality Check, Jobs Boom, Cybertruck Scrapped | Praveer Melwani, Keller Cliffton, Rahul Sonwalkar, Max Siegelman, D.A. WallachListen at 2:03:31
Chinese preclinical biopharma work is of outstanding quality.
“the quality of the work is outstanding”
Open the episode · AI Boom Reality Check, Jobs Boom, Cybertruck Scrapped | Praveer Melwani, Keller Cliffton, Rahul Sonwalkar, Max Siegelman, D.A. WallachListen at 2:03:38
China’s AI strategy is to make AI free, cheap, and good for broad business adoption.
“China's strategy is make AI free, cheap, and good so that every business person in China can use it and outcompete whoever else around the world wants to give a run at some thing.”
Open the episode · AI Boom Reality Check, Jobs Boom, Cybertruck Scrapped | Praveer Melwani, Keller Cliffton, Rahul Sonwalkar, Max Siegelman, D.A. WallachListen at 2:05:55
The U.S. is directing substantial venture capital toward ambitious biotech problems.
“we're throwing crazy venture money at these like millennium problems”
Open the episode · AI Boom Reality Check, Jobs Boom, Cybertruck Scrapped | Praveer Melwani, Keller Cliffton, Rahul Sonwalkar, Max Siegelman, D.A. WallachListen at 2:06:08
Big pharma has achieved substantial manufacturing-process yield increases.
“big pharma has already seen a lot of yield increase when it comes to manufacturing process”
Open the episode · AI Boom Reality Check, Jobs Boom, Cybertruck Scrapped | Praveer Melwani, Keller Cliffton, Rahul Sonwalkar, Max Siegelman, D.A. WallachListen at 2:08:09
The FDA plays an important global role because it is trusted on drug safety.
“The United States FDA plays a really important function globally because everyone trusts us. to be hard asses about drug safety.”
Open the episode · AI Boom Reality Check, Jobs Boom, Cybertruck Scrapped | Praveer Melwani, Keller Cliffton, Rahul Sonwalkar, Max Siegelman, D.A. WallachListen at 2:09:58
The FDA effectively protects patients and supports trust in medicines.
“the FDA, I think does a really nice job. keeping patients safe, making sure we trust the medicines we're getting.”
Open the episode · AI Boom Reality Check, Jobs Boom, Cybertruck Scrapped | Praveer Melwani, Keller Cliffton, Rahul Sonwalkar, Max Siegelman, D.A. WallachListen at 2:10:28
FDA drug approval requires evidence of both safety and effectiveness.
“for the FDA to approve a drug, they've got to believe that the company has proven it is both safe. And effective.”
Open the episode · AI Boom Reality Check, Jobs Boom, Cybertruck Scrapped | Praveer Melwani, Keller Cliffton, Rahul Sonwalkar, Max Siegelman, D.A. WallachListen at 2:10:51
Many compounded peptides may be unsafe or ineffective, and probably are.
“there are a lot of people out there buying peptides from compounding pharmacies that may not be safe, that may not be effective, probably aren't.”
Open the episode · AI Boom Reality Check, Jobs Boom, Cybertruck Scrapped | Praveer Melwani, Keller Cliffton, Rahul Sonwalkar, Max Siegelman, D.A. WallachListen at 2:11:17
Peptide products are highly complicated.
“the bottom line is this stuff is really complicated”
Open the episode · AI Boom Reality Check, Jobs Boom, Cybertruck Scrapped | Praveer Melwani, Keller Cliffton, Rahul Sonwalkar, Max Siegelman, D.A. WallachListen at 2:11:48
Peptide products are potentially dangerous.
“I think it's kind of dangerous, right?”
Open the episode · AI Boom Reality Check, Jobs Boom, Cybertruck Scrapped | Praveer Melwani, Keller Cliffton, Rahul Sonwalkar, Max Siegelman, D.A. WallachListen at 2:12:32
Many peptide products are ineffective or fraudulent snake oil.
“peptides are, in many cases, snake oil.”
Open the episode · AI Boom Reality Check, Jobs Boom, Cybertruck Scrapped | Praveer Melwani, Keller Cliffton, Rahul Sonwalkar, Max Siegelman, D.A. WallachListen at 2:12:47
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.