Archive for יולי, 2009
למה תרופות עולות כל כך הרבה
by shai on יולי.30, 2009, under General, Singularity University, עיברית
מה למדתי היום ב Singularity University:
אחוז התרופות שמתחילות פיתוח ומגיעות לניסויי FDA: כ 10%
אחוז התרופות שמתחילות את תהליך ה FDA (ניסויים קליניים) ומסיימות אותו בהצלחה: 10%
עלות פיתוח תרופה עד לשלב ה FDA: חמישים מיליון דולר
עלות בדיקת FDA לתרופה: חמש מאות מיליון דולר
סה"כ, עד שתרופה אחת חדשה מגיעה לשוק, חברת התרופות משלמת על 100 פיתוחי תרופה ו 10 ניסויים קליניים, סה"כ כ 10 מיליארד דולר.
מכיוון וצריך לרשום פטנט לפני תחילת הניסויים הקליניים, לחברה יש כ 10 שנים להחזיר את העלות לפני שהפטנט פג (לוקח כ 10 שנים להביא את התרופה לשוק). כלומר, על חברת התרופות להחזיר מיליארד דולר בשנה.
אם התרופה היא למחלה נדירה – למשל סרטן שממנו חולים רק 100,000 איש בשנה בעולם המערבי, זה מתרגם ל 10,000 דולר לשנה לאדם.
ולכן תרופות הן כל כך יקרות. כי תהליך ה FDA, שנועד להגן עלינו החולים, הוא מאוד ארוך ומאוד מאוד יקר, ופוסל את רוב התרופות שמובאות לאישור.
מתח הרווחים של פיזר, למשל, היה 16.7% בשנה האחרונה – ערך סביר בהחלט.
אז אולי זה לא אשמת חברות התרופות שתרופות חדשות הן כל כך יקרות, כי אנחנו למעשה משלמים בעיקר עבור כל המחקרים שלא הגיעו לשוק.
שי
סין עוקפת
by shai on יולי.23, 2009, under Singularity University, עיברית
דיברתי עם אסטרנאוט הבית שלנו – דן ברי.
מסתבר שמה שחשדתי הוא כנראה נכון – האדם הבא על הירח יהיה סיני.
ואני מנחש שזה יזכר כרגע סימלי בהיסטוריה של העולם – הרגע בו העולם יבין שסין עקפה את ארה"ב.
אולי אפילו ארה"ב תבין.
Just realized the difference between email and Twitter
by shai on יולי.23, 2009, under Computers & Technology, General
I just realized what is the difference between email and Twitter messages: Twitter messages are throw-away. You virtually never refer back to them.
While we like to keep old emails, we don't really care about old tweets.
"Humanity's Grand Challenges" Public Panel
by shai on יולי.10, 2009, under English, Singularity University
Panelists: Larry Brilliant, Chris Fields (IPCC), Meena Palaniappan (Pacific Institute), Bill Collins (LBNL), Dan Kammen (Goldman School of Public Policy).
Running the panel: Vijay Vaitheeswaran (The Economist):
[These are my unedited rough notes which I took during the panel.
I have lots to thoughts coming from what I've heard, but for now I'll just post the notes.]
VJ: Mahhatma Ghandi said: "How many planets" (would it take to "feed" India if it follows the road the British Empire took – eating up half of the world's resources). Relevant today re. China and the uplifting of the bottom billion.
Larry Brilliant: Swine flu: Death rate 0.6 / 10K . Currently called "mild pandemic", Will infect 3.5B people, killing 210K people. But death rate may be significantly higher, esp. in 3rd world. This is the world's first "mild pandemic", as all diseases will probably be global now, i.e. pandemic, but death currently not in the tens of millions.
Chris Field: We are at a threshold. Within a generation problems will become critical. Climate has huge momentum, consequences of past action not fully expressed, consequences of current actions will last a generation. If we wait until we have 100% scientific clarity, it'll be 100% too late. People most responsible for actions (what has happened and what will happen) are those lease affected by the warming. People lease responsible for the past & future are those who will be most affected by it.
VJ: IPCC report give more and more verifications with each edition
VJ: Inaction is also a choice.
Palaniappan: Great rivers (collorado, nile, yellow) no longer reach the sea. Huge inefficiency in 3rd world water (50% lost from utility "main" to tap). Many opportunities there. Developed country example: gray water was illegal in CA until a week ago. In CO rain-water catchment is illegal.
Bill Collins: Scientists should communicate more with the public, and not haul up in the ivory tower. Human-made climate change is a scientific fact. Example: Habitability zones are shifting faster than man & animal can move. Our brains are wired to deal with immediate threats of the African savanna. But now we need to deal with a long-term problem. Current models do not agree whether rainfall will increase or decrease in the tropics, and that's 2.5B people. Current model & policy assume a continuous gentle rate of change. If Greenland melts or a huge piece of Antarctica breaks of, we're in a dire crisis. And models don't cover this. We need to stop treating this as a science problem. We need to communicate and say "this is what science predicts will happen".
Dan Kammen: Climate change is about the weakest among us. Climate change is relatively a small problem, since we have solutions. But we have bigger problems: energy. It's a big problem since our society is build around the high energy density of oil (and coal). And greed is preventing us from re-engineering society. Scientists don't like econ 101. Money the US spends every year on importing oil is equivalent to the whole TARP (financial incentive package). This is money which can uplift the entire society. $800B a year. That's more money than is needed to solve climate and water and … . We need to find every possible way to incentivize an alternative to fossil fuel. Including, but not limited to cost on carbon. In the new US climate bill: homeowners can green-up their homes and get incentives to do so. Need to find ways to make people, companies, etc invest in themselves instead of throwing money down the oil hole.
All: decentralized solutions. We usually go with supply-side solutions and large-scale projects. Rarely thinking of bottom-up local small-scale approaches.
Water: rain catchment, leaky pipes.
Larry Brilliant: The value to society of vaccination is 10x the cost of it in the individual. How do we make this explicit?
VJ: Markets are great when it comes to efficiency, but they are useless when it comes to morality. Government should level playing field when it comes to energy (full cost of pollution, remove subsidies to oil/coal industries). Indonesia did not share Bird Flu (H5N1) info since then Western companies would create vaccines and IP around them and will not sell back to Indonesia at a price they can afford. Withholding the info is the only leverage they have.
Larry B: N1H1 (Pig Flu) is a closely related to the flu of 1918. Re N5H1: as a result of Indonesia's pressure, the world is changing it's behavior, setting up a consortium of buying vaccines for the third world.
Bill C: Re VJ's "hot spot approach" – put a lot of money in relatively few places". E.g. Amazon rainforest. The place were we have trouble watching and tracking climate change in not the frozen places, but the warm parts.
Larry B: Mosquitoes can now live up at 6000ft due to climate change. We will have malaria in Hollywood within 5 years.
Chris Field: We need much lower discount rates to deal with strategic long-term solutions (i.e. so it makes more economic sense to make very long-term goals).
VJ: Copenhagen Consensus limitation is the question: $50B as charity to 3rd world. But this is the wrong question, since $50B will not touch the $7T energy/climate issue.
Dan Kammen : "Politicians are only really good at one thing: getting elected"
Dan K: We don't assign value to public health, biodiversity, climate change, etc. The capitalist system does not assign value to this.
Meena: Use cell phone to report who has water, who's sewage is overflowing. Use technology for local activism.
Key to solve problems: Releasing the human capital + change in incentive system
Larry B: We need a movement to deal with the global challenges. Thomas Friedman: this is a party, not a movement. A movement requires sacrifice.
VJ: The crux of the problem is the United States – it is responsible for most of the world's consumption (e.g. 1/2 of the world's oil usage), and the leader in world innovation. VJ claims there is a great awakening in the American public, in contrast to the relative inaction of the Federal Government.
Larry B: Which technology is most important? The WWW, to foster conversation and motivate politicians.
Chris Field: Getting a price on carbon will create a whole new industry, provide jobs in improving the world, funnel creativity and will provide a model that the public is domain is not a dumping ground. Tech: we need to remove CO_2 from the atmosphere in a consistent muti-century method, and it will in some way involve plants for the capture phase.
Meena: Water in the decentralized model. We need companies selling systems door-to-door water solutions. Problem is not solutions (they are out there), but scaling and deployment. Educating the world must be a two-way conversation, not information download. We need to co-design solutions so they fit and scale. Tech: Web and info tech to spread the data and enable more civic action and accountability.
Bill C: Human-caused climate change: Unfortunately we do not have a control-earth to comapre our models. But we have history (ice-cores, etc. etc). The past is our control. And what we have today is unprecedented in speed and a-correlation with other factors we have seen to be relevant in the past. Tech: Life technologies – the ability to mimic nature, is within our grasp.
Dean K: Solar is the winner, but there is no silver bullet. We need the diversity, we need the competition of solutions. The energy field invests only 1/20 in research as compared to biotech, in relative terms.
VJ: We have only one planet, and we MUST find a way to reconcile the aspirations of 7B and the limited capacity of the one planet we have, and we must do it with human ingenuity.