vasant narasimhan

AI is already optimizing drug candidates at scale, shortening early development by years, with Isomorphic Labs designing novel structures for undruggable targets across six-plus projects.

European governments commoditize innovation through budget constraints and artificial generic pricing, causing market size to halve versus US, $250B in manufacturing announcements moving to US, and 30-40% of new drugs not launching in Europe.

China modernized regulation, created national reimbursement and value-based pricing, achieving fastest clinical trial startup/recruitment globally, regulator speed matching US, and novel drugs from China gaining US approvals, making Shanghai a top global hub.

Cell therapy data shows ability to reset the immune system in severe immunological diseases, potentially delivering dramatic responses that reverse disease progression by decades.

Radioligand therapy links radioactive particles to drugs that micro-target tumors, opening a whole new area of medicine where Novartis is a pioneer.

Balkanizing clinical trial data acceptance between US and China would significantly set back drug timelines because global recruitment relies on Asia for pace, and dual approvals maximize return profiles.