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• [00:00:00] Start.
• [00:06:07] What Strand does.
• [00:08:19] The Boston dinner.
• [00:11:05] The image of a body riddled with cancer.
• [00:15:05] What stuck for the muggles in the pitch deck.
• [00:17:14] A good drug vs. a good product.
• [00:19:40] Tricking cancer into snitching on itself.
• [00:27:38] The abscopal effect.
• [00:34:04] Potency, specificity, and delivery.
• [00:35:46] First principles thinking.
• [00:36:38] The precipice of a revolution.
• [00:41:14] The thousand people in the room.
• [00:48:38] Psychedelic medicine as a cautionary tale.
• [00:51:17] What actually catches a policymaker’s attention.
• [00:53:42] Breakthrough vs. incremental.
• [00:54:55] What’s in it for the policymakers?
• [00:58:08] The 80/20 wish list.
• [01:01:31] Australia’s CTN system.
• [01:03:51] Sheep, psychedelics, and red-tape arbitrage.
• [01:05:22] China’s clinical-trial flywheel vs. slow-motion American loss.
• [01:06:53] The bicoastal biotech ethos.
• [01:08:10] Can the FDA actually pull this off?
• [01:12:12] The Sophie’s Choice of pharma development.
• [01:14:16] Lost arts of founder mode.
• [01:15:23] Rockets for tumors, T-cells, and beyond.
• [01:19:16] Viral in policy circles.
• [01:23:09] The Washington Post headline and the PickFu split test.
• [01:27:56] Solution-first storytelling.
• [01:33:54] RNA medicine and platform therapeutics.
• [01:39:17] Moderna’s 62 days.
• [01:40:33] Uber Eats and the de-risked launch.
• [01:44:17] CEO blockers.
• [01:45:52] Where’s biotech’s SpaceX moment?
• [01:46:53] Elon Musk betting black on the wheel.
• [01:51:55] AWS and the post-conviction / pre-consensus window.
• [01:58:47] COVID politicization.
• [01:59:46] Insulin, growth hormone, and the original platform story.
• [02:01:35] Biotech as pharma’s little brother.
• [02:03:29] More recent role models, Apple edition.
• [02:04:50] Art Levinson, Steve Jobs, and the biotech-tech crossover.
• [02:06:25] The iPhone as a delivery platform.
• [02:08:25] Spotify’s problem and the future of bespoke medicine.
• [02:10:07] Baby KJ and the limits of liver-only solutions.
• [02:11:19] Parting thoughts.

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