Breaking the Biotech Model

In this episode of Short Briefings on Long Term Thinking, Malcolm Borthwick interviews Julia Angeles, co-manager of Baillie Gifford's Health Innovation Fund, about the rapid advancements in vaccine technology highlighted by the Covid-19 pandemic. They discuss the implications of messenger RNA (mRNA) technology for developing vaccines for cancer and treating rare diseases, as well as the importance of a company's ability to execute ideas, attract capital and talent, and leverage data and technology. Julia shares an example of Butterfly Network's portable ultrasound machine as an intersection of healthcare and tech, and also touches upon the challenges and progress in understanding and treating brain diseases like Alzheimer's, emphasizing the exciting developments in health innovation.