Head of Signal—biopharma intelligence at FT's @endpts. Former Bloomberg & still keeping tabs on future of energy+transport. Opinions are, too often, my own.
New York, NY
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Biopharma is finally in a good mood.
Our Biopharma Sentiment Index hit 105 in Q3, its first reading above neutral. A year ago it was 76.
The lift came from rising assessments of current conditions for the industry. The future that insiders kept predicting has arrived 1/
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The fuel for this biopharma shift is dealmaking -- 38% named it their top reason for optimism, more than double the share a year ago.
The top worry is still politics. But China has climbed to #2 5/ endpoints.news/biopharma-sen…
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China cuts both ways. The share calling "innovation in China" their biggest concern doubled to 14%, jumping from sixth place to second. Yet 11% still call it their top reason for optimism.
Full report, from 569 insiders, a quarter of whom are C-Suite: endpoints.news/biopharma-sen…
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The structural change to oil prices from the Iran war so far amounts to a ~$750 incentive for EV ownership over the next five years
Here's an updated look at the oil futures curve today vs. 1 month ago. You can see it's just a massive structural change. Even Brent for delivery in 2029 is way more expensive than it was
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The latest BPSI shows signs of a more durable phase in the biopharma recovery, with improvements across every metric
endpoints.news/biopharma-sen…
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Every time the quantity of batteries in the world doubles, prices fall 18%. This experience curve is one of the most consistent, and consequential, guideposts for predicting the future of energy and transportation.
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Battery prices at $108/kWh is wild to see. That's the global average for all-in pack prices. In China, where EV and solar+battery adoption continues to rip, pack prices are down to $84/kWh. Latest figures from BNEF:
about.bnef.com/insights/clea…
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During the two weeks that our biopharma sentiment survey was in the field in mid-October, something unusual happened: The mood of the industry appeared to snap out of its despair, all at once. Our survey caught it real time.
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A year from now, if the biopharma industry finds itself on much more solid footing, we may look back at this as the moment the gloom finally lifted.
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Three quarters of people in biopharma expect AI to transform drug R&D by 2030 — and 12% think we’ll get there even sooner, in just three years.
Already 48% are heavy users of AI in their daily work, according to our latest pulse poll.
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Experience with AI matters a great deal for how quickly people think drug development will evolve: 90% of extensive users see transformational change in five years versus just 18% of people who don't use AI today endpoints.news/artificial-in…
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Introducing the Biopharma Sentiment Index, a quarterly benchmark measuring the mood of the industry. It includes the viewpoints of 1,457 verified respondents, a quarter of whom are C-level execs. Current conditions? Brutal. Future expectations: Better. The BPSI shows why
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There’s a lot more to explore in the BPSI — I’d love to hear what you think. This is just setting the baseline. Future installments will show how sentiment changes over time and how those changes anticipate other metrics of industry performance 7/ endpoints.news/biopharma-sen…
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I've been elbows-deep building tools and mapping out the benchmark products that will define @endpts Signal—and I can't wait to share what's coming. Let me know what you think endpoints.news/introducing-e…
Some long-overdue news. After years covering EVs, batteries & the energy transition, I’m shifting gears. I’ve joined @Endpts News as Head of Signal — building a new intelligence platform from scratch. Back to my roots in the weird, brilliant, high-stakes world of drug science🧬1/
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