Raising Health

How to Build This Generation's Big Pharma CompanyDrug discovery has doubled the flow of candidates, but approvals remain roughly flat. The constraint is development, not discovery. In this episode, a16z General Partner, Jorge Conde talks with Formation Bio cofounder and CEO Ben Liu about building a modern pharma company around clinical execution. They discuss Formation Bio’s hub-and-spoke model for acquiring and advancing assets, how AI compresses trial timelines and costs, picking winners, regulatory strategy, and what it would take to move from about 50 approvals a year to many more. They also touch on global competition and why clinical proof still drives value in today’s market.\ Timecodes: 0:00 Introduction 0:38 Why Formation Bio? Origins and Mission 1:12 The Real Bottleneck: Clinical Development 4:56 Formation Bio’s Business Model 7:50 Picking Winners: The Art and Science of Drug Selection 11:54 First-in-Class vs. Best-in-Class Strategies 14:04 Overcoming Regulatory and Market Challenges 17:26 The Stakes: Can We Approve More Drugs? 19:07 How Formation Bio Cuts Cost and Time 21:43 AI’s Role in Drug Development 25:10 The Future: From 50 to 500 Drug Approvals? 35:18 Global Competition: The Rise of China 39:28 The Path Forward: Data, Regulation, and Access 41:47 Conclusion: Realizing the AI Revolution in Pharma Resources: Find Ben on X: https://x.com/BenjamineYLiu Find Jorge on X: https://x.com/JorgeCondeBio Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends! Find a16z on X: https://x.com/a16z Find a16z on LinkedIn: https://www.linkedin.com/company/a16z Listen to the Raising Health Podcast on Spotify: https://open.spotify.com/show/4fjb8YTzHDuPBgDXc3ElkR Listen to the Raising Health Podcast Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/raising-health/id1529318900 Follow our host: https://x.com/eriktorenberg 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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Value-Based Oncology at Scale: Inside Thyme CareCancer care in the U.S. costs over $250 billion each year, and nearly 2 million Americans receive a new diagnosis annually, yet too often the journey begins with silence: no call, no plan, no guide. In this episode, a16z’s Vineeta Agarwala and Jay Rughani talk with Thyme Care leaders Robin Shah (cofounder and CEO), Bobby Green, MD (president and CMO), and Brad Diephuis, MD (president and COO) about rebuilding oncology around the patient. They cover where the system breaks, how navigation plus value-based contracts align incentives, how AI can extend clinicians, and what scale looks like today, more than 83,000 active patients. A concise blueprint for truly patient-centered cancer care. Timecodes: 0:00 Introduction 1:47 Personal Stories & Early Days of Time Care 5:27 Building the Team & Mission 7:07 The Patient Journey: Where the System Fails 9:58 Why Tech Hasn’t Solved Cancer Care (Yet) 15:45 Scaling Impact: Growth & Partnerships 17:45 How Time Care Works: Value-Based Care Explained 23:15 Technology, AI, and the Human Touch 37:06 Building for the Future: Generational Impact Resources: Find Robin on LinkedIn: https://www.linkedin.com/in/robin-shah-8072bb35 Find Bobby on LinkedIn: https://www.linkedin.com/in/drbobbygreen/ FInd Brad on LinkedIn: https://www.linkedin.com/in/bdiephuis/ Find Vineeta on X: https://x.com/vintweeta Find Jay on X: https://x.com/JayRughani Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends! Find a16z on X: https://x.com/a16z Find a16z on LinkedIn: https://www.linkedin.com/company/a16z Listen to the Raising Health on Spotify: https://open.spotify.com/show/4fjb8YTzHDuPBgDXc3ElkR Listen to Raising Health on Apple Podcasts: https://podcasts.apple.com/us/podcast/raising-health/id1529318900 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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