As AI enables early disease prediction (like Grail's cancer test), the number of sick patients will decrease. This erodes the traditional drug sales model, forcing pharma companies to create new revenue streams by monetizing predictive data and insights.

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With digital twins for drug testing and local 3D printing of drugs, pharma's role could shift from mass manufacturing to licensing molecule formulas. A doctor would test a drug on a digital twin and a pharmacy would print the personalized dose on site.

Pharmaceutical advertising is the second leading source of health information for patients. AI can “de-criminalize” it by moving from untrackable broadcast ads to programmatic, personalized, and compliant digital content, turning it into a valuable and trusted patient resource monitored by the government.

The traditional drug-centric trial model is failing. The next evolution is trials designed to validate the *decision-making process* itself, using platforms to assign the best therapy to heterogeneous patient groups, rather than testing one drug on a narrow population.

AI requires significant upfront investment with uncertain returns, creating an "investment paradox" for CFOs. Traditional ROI models are insufficient. A new financial framework is needed that measures not just cost savings but also revenue acceleration, risk mitigation, and the strategic option value of competitive positioning.

With over 5,000 oncology drugs in development and a 9-out-of-10 failure rate, the current model of running large, sequential clinical trials is not viable. New diagnostic platforms are essential to select drugs and patient populations more intelligently and much earlier in the process.

The progress of AI in predicting cancer treatment is stalled not by algorithms, but by the data used to train them. Relying solely on static genetic data is insufficient. The critical missing piece is functional, contextual data showing how patient cells actually respond to drugs.

While AI-driven drug discovery is the ultimate goal, Titus argues its most practical value is in improving business efficiency. This includes automating tasks like literature reviews, paper drafting, and procurement, freeing up scientists' time for high-value work like experimental design and interpretation.

A traditional IT investment ROI model misses the true value of AI in pharma. A proper methodology must account for operational efficiencies (e.g., time saved in clinical trials, where each day costs millions) and intangible benefits like improved data quality, competitive advantage, and institutional learning.

Pharma companies engaging in 'pilotitis'—running random, unscalable AI projects—are destined to fall behind. Sustainable competitive advantage comes from integrating AI across the entire value chain and connecting it to core business outcomes, not from isolated experiments.

The future of biotech moves beyond single drugs. It lies in integrated systems where the 'platform is the product.' This model combines diagnostics, AI, and manufacturing to deliver personalized therapies like cancer vaccines. It breaks the traditional drug development paradigm by creating a generative, pan-indication capability rather than a single molecule.