Dec 18, 2024
In this wonderful interview onstage with Amir Kalali at CNS Summit, we discuss:
why do I track CROs (and why do I love them)?
0:58- what is the long-term financial outlook for CRO
2:45- where are CROs being massively disrupted?
4:00- are CROs "innovators" when it comes to AI and other technologies?
5:00- evolving importance of large pharma to CROs
7:40- are CROs a good customer segment for tech companies to sell into?
8:45- how could a tech company becoming more attractive to CROs? (this is where the notorious "forgettable pass-through" statement was made)
9:40- the pendulum cycling of Full Service and FSP
10:50- what's going on with M&A and capital allocation?
14:10- views on private equity involvement in owning clinical research providers
15:15- common misperceptions of CROs
16:45- how are CROs differentiating amongst themselves?
18:30- CRO layoffs