Pfizer: The TSMC of The Biopharma Revolution 3.0
Propelled by AI, cloud computing, and the idea of personalized medicine, Pfizer is well-positioned to lead what we think will be the next great Revolution in Biopharma (the combination of biotech and pharmaceuticals).
Pfizer Inc. (PFE)
Summary
We are potentially at an inflection point in the biotech and pharmaceutical industries, what we are calling The Biopharma Revolution 3.0 (described in more detail below). We think that advances in artificial intelligence, cloud computing, and the idea of personalized medicine could converge to usher in a new era of rapid, expansive, and relatively cheap drug development.
