E220: The Intelligence Gap: Why Pharma's Biggest Deals Are Being Lost Before They Even Know They're Competing

E220: The Intelligence Gap: Why Pharma's Biggest Deals Are Being Lost Before They Even Know They're Competing

June 2, 2026 · 23 min · Episode 220

About this episode

Dr Andree Bates interviews Andrey Doronichev about the intelligence gap in pharma business development and how companies are losing opportunities before they even know they're competing.

In pharma, the biggest deals are increasingly won or lost before a formal process even begins. In this episode, Dr Andree Bates interviews Andrey Doronichev, co-founder and CEO of Bioptic, about the “intelligence gap” in business development, licensing, and corporate strategy, and why many companies are losing opportunities before they even know they’re competing. Andrey shares how his background building products at Google, including launching the YouTube mobile app, shaped his obsession with making messy, unstructured information usable at speed. He argues that pharma intelligence suffers from a similar problem: critical signals exist across scientific, regulatory, and business sources globally, but traditional approaches rely on relationships, conferences, spreadsheets, and slow manual synthesis. A key theme is competitive asymmetry. Deal teams are under pressure to source external innovation while the signal landscape expands rapidly, including an increasing share of patents and assets emerging outside the US. Andrey describes a common pattern: teams work from partial databases and manually maintained lists, then discover a competitor has already secured a preferred position…

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