Overview
Media
GenInnov Thoughts
Contact Us
GenInnov Thoughts
Biotech
Categories
Token Inequality
Silicon Shock
Custom Chips
2026's Two Races
Changing Internet
Unstructured Times
Macro Policies
Agentic AI
Physical AI
Super Moore Era
Competitive World
Generative Analysts (GenRAs)
Edge Computing
Beyond XaaS Model
Old AI vs. New AI
Machine Innovators
Micro-personalized Health
Humanoid Age
Large, Long-term Innovations
Instant Copiability
Hardware/Software Flip
Polyglot Machines
Transformer Math
Innovation Era
The Fourth Macro Sector
GenAI Revolution
Nilesh Jasani
·
February 22, 2026
Drug Discovery: The Migration of Cognitive Value
In the AI-world, the value of ideas is dropping, including in drug discovery. A detailed discussion on the changes afoot to find where the real money sits in the new world
Nilesh Jasani
·
February 9, 2026
Shedding the Skin of Scandal: The Unbridled Paradox of Chinese Drug Discovery
Massive reforms, global deals and proven FDA approvals suggest Chinese clinical data deserves far more credit than skeptical markets allow.
Gary Pinge
·
January 29, 2026
China’s Pharma Foundry
The untold story of how contract labs became a pharmaceutical superpower. China didn't just join the drug discovery race; it rewrote the rules.
Archisha Mukherjee
·
January 22, 2026
The Accelerationist State: China’s Biopharma Industrialization
China’s biopharma surge is policy-made: statutory clocks, silent approvals, and scaled expertise—creating a pipeline too fast to ignore
Nilesh Jasani
·
November 23, 2025
Thanksgiving in the Age of Unseen Breakthroughs
A look at the gap between popular AI narratives and the complex, world-changing reality of recent breakthroughs in materials, health, and logic.
Dr Bryan Chow
·
November 2, 2025
Takeda Blinked. Markets Didn’t. China’s Quiet Big-Pharma Break-In
Chinese pharma's breakthroughs are upending many important drivers and notions of the whole global healthcare industry
Dr Bryan Chow
·
June 18, 2025
AI’s Uneven Progress in Healthcare Subsegments
We evaluate five segments for the impact of AI, and feel that instrumentations may see the earliest winners
Dr Bryan Chow
·
May 18, 2025
Fatty Liver: The Hidden Frontier in Health Innovation and Investment
Of ignored innovations from segments where investor community is neither as detail-oriented nor as forward-thinking, optimistic
Articles on innovation
Our Latest Articles
Nilesh Jasani
·
April 27, 2026
The Last Polite Monopolist
ASML has all it takes to take on TSMC. The question is will it?
Nilesh Jasani
·
April 21, 2026
Revisiting the Statistical Parrot
Code ended the doubts on AI capabilities; Mythos may have made AI a need-at-any-price amid the supply crunch
Nilesh Jasani
·
April 16, 2026
Big Theme: Token Inequality
A new inequality with massive, long-term geopolitical, economic, corporate, and social consequences
View More
Stay Informed with GenInnov
Select Purpose to Sign Up
Personal Investment Research
To Follow Innovation
To Know More About GenInnov
Other
Success! thank you for your submission!
Oh no! Something went wrong.
To contact us for information about the GenInnov Funds,
contact us