Pharma & Biotech Competitive Dynamics

Real-world evidence from TriNetX shows tirzepatide (Lilly) beats GLP-1 RAs on MACE, mortality, and limb events in T2D+ASCVD patients, strengthening Lilly's position against Novo Nordisk ahead of SURPASS-CVOT. Daphne Koller warns AI in drug discovery faces fundamental biology data gap; 90% clinical failure rate; insitro's multimodal causal discovery approach offers alternative.