{"id":1393,"kind":"story","title":"a16z argues that if AI improves the success rate and timeline of drug development, the pharmaceutical industry will grow larger","url":"https://wowtale.net/2026/11/15/268066/?utm_source=rss&utm_medium=rss&utm_campaign=ai%25ea%25b0%2580-%25ec%25a0%259c%25ec%2595%25bd%25ec%2597%2585%25ec%259d%2584-%25eb%258d%2594-%25ed%2582%25a4%25ec%259a%25b4%25eb%258b%25a4%25eb%258a%2594-a16z%25ec%259d%2598-%25eb%2585%25bc%25eb%25a6%25ac-%25ec%2588%25ab%25ec%259e%2590%25eb%25a1%259c-%25eb%2594%25b0%25ec%25a0%25b8%25eb%25b3%25b4%25eb%258b%2588","host":"wowtale.net","by":"startupxo","score":0,"comments":0,"time":"2026-11-15T00:45:13.202Z","origin":"curated","language":{"source":"ko","reading":"en","translated":true},"summary":["In a newsletter, the venture capital firm a16z argued that if AI helps pick drug candidates and design clinical trials, raising the probability of success and shortening the time to approval, the profit structure of the pharmaceutical industry will change.","By a16z's estimate, bringing one new drug to market costs about $2 billion and takes an average of 13 years. It calculated that if development costs fall from $1.6 billion to $800 million, the 10-year internal rate of return for a drug with peak sales of $500 million rises from 8% to 22%.","a16z stated that this calculation is an illustration, not a forecast of AI cost savings. It does not reflect the probability of clinical and regulatory failure, and it acknowledged that stages whose schedules are set by the FDA, such as long-term toxicity studies, are hard to shorten.","The author has invested in life sciences since 2015, and many of the example companies are investments. The comparison scope is also broad: the 16 software companies with a market capitalization above $200 billion include Apple, Samsung Electronics and others."],"discussion":"https://startupxo.com/en/1393/","markdown":"https://startupxo.com/en/1393.md","api":"https://startupxo.com/api/v1/item.json?id=1393&lang=en","text":null,"edited":null,"sources":[{"site":"rss","name":"와우테일","url":"https://wowtale.net/2026/11/15/268066/?utm_source=rss&utm_medium=rss&utm_campaign=ai%25ea%25b0%2580-%25ec%25a0%259c%25ec%2595%25bd%25ec%2597%2585%25ec%259d%2584-%25eb%258d%2594-%25ed%2582%25a4%25ec%259a%25b4%25eb%258b%25a4%25eb%258a%2594-a16z%25ec%259d%2598-%25eb%2585%25bc%25eb%25a6%25ac-%25ec%2588%25ab%25ec%259e%2590%25eb%25a1%259c-%25eb%2594%25b0%25ec%25a0%25b8%25eb%25b3%25b4%25eb%258b%2588","score":null,"comments":null,"observed_at":"2026-11-15T00:44:30Z"}],"thread":[]}