The next decade of healthcare will be defined by our ability to provide accessible, affordable and high-quality care amidst rising costs and a growing population. That’s why Endurance28 has always made healthcare a primary pillar of its investment thesis.
While the healthcare industry has faced numerous challenges in recent years, promising advancements demonstrate how innovation and practicality can be balanced to deliver scalable solutions. The rapid development of the mRNA vaccine, CAR-T therapy’s exceptional clinical outcomes in multiple myeloma and lymphoma, and software’s penetration into healthcare services are all examples of what can be achieved through sustained investment in biotech and healthcare.
Continued success will depend on the following:
Developing therapeutics with greater efficacy by leveraging artificial intelligence (AI) for target discovery and drug design. While the United States has increased its research and development spending by 1,000% over the past two decades, the number of FDA-approved drugs has only increased by 60%. The FDA approval rate from bench to market still lingers below 2%, even though our ability to derive potential drug candidates has increased exponentially through drug discovery platforms. Utilizing AI in drug discovery is our most promising approach to finding new therapeutic targets, enhancing efficiency, and reducing the time required for drugs to reach the clinic.
Integrating new methods and real-time analytics for the development and manufacturing of novel therapeutics. Manufacturing complex biologic therapeutics, such as cell and gene therapies, poses significant challenges in terms of scalability, consistency and safety. The manufacturing process is highly complex and involves working with living cells and genetic materials, which can be highly variable and susceptible to contamination. Additionally, the high cost of manufacturing can make these therapies less accessible to patients.