3 Comments

Great read Jacob! Curious what market forces you see as drivers behind biotech unbundling? As a two-part Q, what role (if any) do CROs play in trying to aggregate vs pick off services from pharma companies? (and what services do you think are most ripe for aggregation or specialization?)

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Sapio Sciences not listed here in either LIMS or ELN spaces? How much research did you really do on the players here? Or just picked from ones your firm invests in?

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"This literature is vast and unorganized", I agree this is a real pain point for the industry. QIAGEN Ingenuity Pathway Analysis curators have been organising literature findings for >20 years. Consequently there is a vast, manually-curated knowledge graph that powers QIAGEN IPA. This software is widely used by pharmaceutical and biotech companies in the target id and prioritisation space.

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