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Morgan Cheatham Morgan Cheatham is an Influencer

Vice President at Bessemer Venture Partners | bio, healthcare, AI | MD Candidate

At the annual Decoding Bio summit, I sat down with Brad Loncar of BiotechTV to discuss how we at Bessemer Venture Partners are thinking about where value accrues for AI in biotech. The short answer: Ultimate value accrues at the therapeutic level. Longer answer: If AI improves drug discovery along any axis (speed, efficiency, cost, new biology, novel chemistry), and becomes a near-ubiquitous tool in the discovery process, value will accrue up the stack. Vertical integration of discovery and development will be essential to capture this value, and the greatest moats will (still) be built in clinical development – trial design, biomarker identification, indication selection, and raw execution.

Kevin Walker, PharmD, RPh 🦾

Heb 10:23 | Clinician, Technologist, & Educator | Elevating Healthcare

2mo

Great comments Morgan Cheatham on biotech and molecular discovery that can also be applied to health tech companies with a new biometric discovery. The gem questions will always apply- Can you mine it, clean it, cut it, polish it, and pair it in something that everyone wants to wear?

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Jessica Pan, MPH

President, VFE I Techno-Optimist | Global Innovation | Speaker I Board Member | Strategic Advisor l Building Community I X: @calhuni

2mo

Where the rubber meets the road! Interested to hear your thoughts on quantum computing and its application in drug discovery.

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Ainsley MacLean, M.D.

CAIO I CMIO | Healthcare Technology Executive | Radiologist | Board Member | Ventures

2mo

Fantastic interview Morgan Cheatham 👏🏽👏🏽👏🏽

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Raihan Faroqui, MD

Clinical Partnerships at Guaranteed: VBC End of Life Care | HealthTech Startup Advisor

2mo

Nikos Nikolopoulos and Stephan Kindt re: AI in clinical trials value capture

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