AI Drug Discovery: Who Sells the Picks and Shovels?
If AI accelerates drug discovery, where does scarcity, and economic value, actually move?
AI has demonstrated meaningful productivity gains in early drug discovery, but evidence for system-wide drug-development productivity remains limited.
This research examines whether AI-driven discovery creates persistent downstream scarcity, where that scarcity may emerge, and what must happen before a bottleneck becomes an investable opportunity.
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