The Pandemic has got me thinking. On TV, people of the future are always very comfortable with data. They collect it. They analyze it. They adjust their strategies in real time. Not in days or hours or minutes but often literally in SECONDS.🧵👇

#SuvenLife – Niche R&D play..very high risk and very high reward…key is right allocation…

Jazz Pharma was quoting around $0.5 in 2009, today its $150 and Mcap of $8.5 Bn on Nasdaq..almost 300x in 11 years. 80% of its total sales ($2.1 Bn) come from single drug Xyrem.

Axovant Lifescience, bought Alzheimer molecule from GSK, repackaged it and done phase-3 trials. Before starting the trials, the valuation was $2 Bn, just before announcing the data, it rose to $3 Bn. One of the leading broker put the target of $12 Bn if the trials succeeded..

but it failed in phase-3 trials. Current Mcap is $120 Mn…

This is R&D for New Chemical Entity (NCE)…very high risk and very high reward…

Brain-related illnesses, also known as CNS diseases, afflict more than 2 billion people worldwide. Diseases of the brain and mind range

from Alzheimer’s, dementia, epilepsy, migraine, multiple sclerosis, neuro infections, Parkinson’s, psychosis, schizophrenia and stroke to brain injuries and various mental disorders. The global market or CNS therapeutics is projected to reach $137.7 billion by 2025.

#SuvenLife has 1 lead molecule SUVN-G3031 in phase-2 trials which is similar to Xyrem but superior features, 3 molecules completed phase-1 trials and starting phase-2 trials and 11 molecules in pre-clinical trials. All are related to CNS which is growing and uncluttered market

stacks are eating the world

business used to be easiest to comprehend via a) market-based logic of horizontal vs. vertical STRUCTURE, b) professionalization/specialization based FUNCTION c) core competencies based BEHAVIORS

this has pretty much collapsed in the last decade

Structure = sclerosis
Functional specialization = bureaucracy
competencies = inertial habits

"Stack" thinking instead lets technology structure (rather than market structure) drive business org logic

Companies seem to do well when they identify an entire stack of technologies they are good at (not just point bits) and organize to conform to its logic. There is a "full-stack" dimension of technical specialization that is the spine of the org

It feels buzzwordy, but it really is getting to be that way. AI stack, decarbonization stack, mobility stack, electrification stack... some end-to-end pathway of turning physics into economics via layers of tech artistically baked together like a cake

LEEDS LEADS CLIMATE BREAKDOWN

8 hours and 1000 flawed arguments and biased procedures later, Leeds City Plans Panel voted 9-5 for airport expansion and the false promises of economic growth.
For “what Leeds needs is a premier-league football club and a premier-league airport”
🧵

1/ There was a lot of "I do care about climate change, BUT" – followed by a lot of blah blah. Blah blah economic growth. Blah blah connectivity. Blah blah competitiveness. Blah blah Manchester. Blah blah Westminster. Blah blah offsetting. Blah blah electric planes. Blah blah blah

2/ Also a lot of "I do have sympathy for residents suffering from planes flying over their roofs at night, BUT” - followed by more blah blah.
One councillor kindly offered his advice: “the way to less noise is more planes”. Right, Sherlock. Want to try that in your backyard?🤦‍♂️

3/ The true sympathies were revealed at the end. The Panel's priority was not the well-being of those living under the flight path, nor the lives and livelihoods of threatened by climate breakdown. Their priority was a bigger, noisier airport, with a terminal in bronze-champagne.

4/ First declaring your sympathy for people’s suffering and then supporting a development that directly aggravates their suffering, is a proper kick in the face for those suffering the consequences. Like first declaring a climate emergency and then aggravating climate breakdown.