Alex Telford
Person on 4 sites
Writer on biotechnology and the economics of drug development, with a background working in and around the pharmaceutical industry. He writes long, sourced…
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1 fact on wiqqi (opens wiqqi.app)
Who people, organisations and podcasts are, and how they connect, with sources.
Updated 2026-11-01 -
2 channels on ppll (opens ppll.app)
Where public figures publish, and what they are on record saying.
Updated 2026-09-21 -
12 beliefs on korrents (opens korrents.com)
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The West has not yet internalised that China is a source of genuinely new drugs, not just a maker of ingredients and copies. (opens korrents.com)
“I don’t think many in the West have yet fully internalized a mental model of China as a source of genuine innovation.”
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China now starts about a quarter of the world's new clinical trials, more than Europe does. (opens korrents.com)
“Chinese companies are now responsible for about a quarter of new trial starts — more than Europe.”
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A computational discovery platform does not make a biotech fast, because the thousand other steps of drug development are still the bottleneck. (opens korrents.com)
“Another challenge for Class II biotechs is that even if you have a nifty computational drug discovery platform, you are still often bottlenecked by the rest of the drug development process. It takes 1,000 (or more!)…”
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The West has not yet internalised that China is a source of genuinely new drugs, not just a maker of ingredients and copies. (opens korrents.com)
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8 recommendations on rcmnd (opens rcmnd.app)
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The Success Equation (opens rcmnd.app)
“In his book "The Success Equation", Michael Mauboussin introduces the luck:skill continuum: the tendency for activities to fall on a spectrum from pure skill to pure luck.”
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Where Futures Converge (opens rcmnd.app)
“The book "Where Futures Converge" claims that the early adoption of regulations ("the ordinance") governing the use of recombinant DNA in Cambridge helped establish Kendall Square as a centre of biotech innovation:”
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Nature: an economic history (opens rcmnd.app)
“Books that heavily influenced this post: "Nature: an economic history" by Geerat J. Vermeij”
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The Success Equation (opens rcmnd.app)