Brief
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Резюме
Boil a pharma company down to its components—the science, the regulatory know-how, the manufacturing expertise, the commercial muscle—and rebuild around the work itself. Imagine what emerges. Biology has a name for this: primordial soup. Every ingredient needed for life is present, organizing and reorganizing until something holds. Large pharmaceutical companies today are the opposite of that, by necessity. Functions, defined roles, clear boxes. Everyone fits together, and everyone stays put. Companies were built this way for a reason. The knowledge needed to move an asset forward has always lived inside specialists, so the work had to be routed to them. AI changes that premise. Functions loosen, and the team becomes the unit that matters. What follows is a question about the decade, not a plan for the next year. From functions to teamsConsider simplistically how an asset moves today. Discovery hands off to preclinical, preclinical to development, development to regulatory, regulatory to commercial. Each handoff is a design choice rather than a flaw: The next stage needs expertise the last stage doesn't have, and that expertise sits in another department. The handoff is the price of specialization, and pharma has paid it willingly for decades because there were few alternatives in such a highly regulated and complex industry. But with the right use of AI tools, bold reimaginers can find a new way. When the context that governs a decision—such as the data, the prior calls, the reasoning behind them, or a shared sense of priority—persists in a system rather than in people's heads, the work no longer has to travel to the expertise. Instead, the work moves to a team: a standing group of people and AI agents that own an asset and stay with it. The roster changes as people rotate through, but the mission and the accumulated record of what was decided and why persist. A team that's taken an asset through a submission knows things nobody wrote down, and when the team moves forward, the knowledge compounds. Today, most companies are nowhere close to this reality. In Bain's survey of 120 clinical trial professionals, 49% of sponsors and contract research organizations said they're piloting AI tools without having restructured any roles. Just 16% are redesigning roles and workflows around what AI can actually do. The gap between adopting tools and redesigning the organization is the defining feature of where the industry sits. The ones that have redesigned report markedly better gains from AI than the ones running pilots inside the old structure. Scale as a constraintAI-native companies are running discovery as a closed loop, with no functional handoffs where information can be lost. Recursion proposes candidates, tests them in automated labs at scale, and retrains on every result. The building blocks of that model are no longer scarce. Talent moves, technology arrives through partnership or an application programming interface (API), and specialized knowledge is increasingly deployable without the specialist. And the boundaries between discovery, development, manufacturing, and commercialization are already blurring, well ahead of any org chart catching up.
That cuts against the companies with the most to gain. We assess large pharma will struggle the most—the organizational model is the most entrenched, the teams are the most established, and the number of people whose authority comes from the current structure is the largest. A pre-commercial biotech with 200 people is already closer to an organizational model with looser departmental boundaries: individuals do many things, there are few teams, and nobody has to be talked out of a functional identity. The question for them is whether they can keep growing without growing organizational complexity. The shifts that redefine the organizationIn technology companies, the composition of teams is already changing, with the roles of product manager and engineer often merging day to day. Pharma’s boundaries were drawn harder and for longer. So, what re-forms when they loosen?
Questions to get startedNone of this arrives through one reorganization. The companies that try it will start somewhere small and specific, and scale it across the portfolio, likely refining the reorganization at least two or three times along the way.
Every pharma company is becoming a technology companyThe easy response to all of this is that it describes a tech business and is impractical in the pharma context—different science, different regulators, and different consequences for being wrong. The harder thing to sit with is that the distinction between a technology company and a biotechnology company is quickly eroding on its own. The ingredients are already in the water. What forms next depends on how much of the company was built to keep them apart. |