Asymmetric Learning - Pharmaceutical Innovation
Mike ReaInnovations in Pharmaceutical Innovation A blog/ part-work from Mike Rea, exploring pharmaceutical innovation in general, and more specifically the approach to using the learning process for competitive advantage
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 314 | Founded | 6 years ago | Last Issue | 43 hours ago |
| Active | |||||
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asymmetriclearning.substack.comLatest Issues
The Molecule Is Fixed. Asset Value Is Not.
A reader pushed back on my earlier post, The Optionality Orchard, with a serious objection: biotechs cannot really afford to think in options. The drug will do what it will do.
At one level, that is true. A molecule is not a software roadm...
Wrong on Timing, Right on Direction
Fifteen years ago, I wrote a piece called I Was Wrong.
Back in 2011, tired of hearing that the blockbuster era was over, I made a public bet that there would be more products with annual sales above $5 billion in 2015 than there had been i...
The Philosopher Hires Are Not a Curiosity - They Are a Signal
A few weeks ago, the headlines started appearing: Anthropic, Google DeepMind and other frontier AI labs are quietly hiring professional philosophers. Not for decorative ethics, and not for PR gloss, but to help define how increasingly capab...
The Looking-Glass Moment in Pharma
I thought I’d written before about Alice, and Through The Looking-Glass, but I can’t find any reference on here… It is a great book for its allusions, and I always think of Lewis Carroll in terms of pharma, which is why my memory and this b...
The 2% Trap: What Pharma Can Learn from Machine Learning About Ontology, Noise, and Asymmetric Learning
A recent post by Yun-Ta Tsai, Sr. Staff Engineer at Tesla AI, cut through the hype with unusual clarity (Elon Musk quickly replied “So true”):
“Many people think any given ML project is 99% training.
In reality, it’s 50% evaluation, 40%...
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The writers behind this newsletter.
Was CEO, IDEA Pharma. Pharmaceutical innovation geek. Senior Fellow @fastercures. Author: Pharmaceutical Positioning. My record label: Medical Records. Large, Geordie, dog fan, street-foodie
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