Is AI About to Collapse the Cost of Healthcare — Or Is This Another Tech Bubble? | Edward Kliphuis
Tue Feb 03 2026
If AI is collapsing the cost of healthcare — are we on the brink of a historic breakthrough… or another bubble?
This week on Leading Beyond the Lab, we sit down with @Edward Kliphuis, Partner at @Sofinnova Partners, one of Europe’s leading life-sciences venture capital firms.
With over 20 years of experience spanning venture capital, digital health, tech-bio investing, and global life-sciences strategy, Edward has been at the forefront of investing where biology, computation, and healthcare collide.
In this episode, Edward covers:
- What’s genuinely different about AI in drug discovery and digital medicine today, and how collapsing healthcare costs could unlock a $10 trillion opportunity by reshaping long-term global supply–demand dynamics.
- Edward explains how @Excelsior, backed by Sofinnova Partners, @Khosla Ventures and @Deerfield Management, and led by @Mike Foley, is using an AI-driven, modular chemistry platform, originating from @Marty Burke at the @University of Illinois, to create entirely new, de novo small-molecule drugs.
- Why the US pharma & tech landscape may resemble a bubble, or a once-in-a-generation inflection point
- He talks about @Latent Labs, (led by @Simon Kohl) a Sofinnova-backed company designing entirely new proteins that do not exist in nature, unlocking new therapeutic possibilities.
- Edward outlines Sofinnova’s investment in @Bioptimus and discusses @Moon Surgical, exploring how AI and robotics are improving drug discovery and augmenting clinicians in complex procedures.
- Edward reflects on the broader AI landscape, referencing an @HSBC investment banking report questioning the long-term economics underpinning large AI models such as @OpenAI, before highlighting comments from @Geoffrey Hinton on the scalability limits of current AI architectures.
From AI-driven drug discovery and robotics in surgery, to healthcare economics, venture capital philosophy, and Europe vs the US innovation gap, this is a deep, unfiltered look at where life sciences is heading next.
To listen to (or watch) the full episode, search "Leading Beyond The Lab Edward Kliphuis" on your preferred streaming platform, or click on the first link in the comments below!
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Edward Kliphuis
Partner at Sofinnova Partners
LinkedIn: https://www.linkedin.com/in/ekliphuis/
Lawrence Rose
Co-Founder + Talent Solutions Director At ARTO
LinkedIn: https://www.linkedin.com/in/lawrencerose/
Timestamps:
00:00 Sofinnovas Partner's Investments
17:41 The US Pharma "Bubble" & AI
28:02 Investing in the Right CEO / Company
Hosted on Acast. See acast.com/privacy for more information.
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If AI is collapsing the cost of healthcare — are we on the brink of a historic breakthrough… or another bubble? This week on Leading Beyond the Lab, we sit down with @Edward Kliphuis, Partner at @Sofinnova Partners, one of Europe’s leading life-sciences venture capital firms. With over 20 years of experience spanning venture capital, digital health, tech-bio investing, and global life-sciences strategy, Edward has been at the forefront of investing where biology, computation, and healthcare collide. In this episode, Edward covers: - What’s genuinely different about AI in drug discovery and digital medicine today, and how collapsing healthcare costs could unlock a $10 trillion opportunity by reshaping long-term global supply–demand dynamics. - Edward explains how @Excelsior, backed by Sofinnova Partners, @Khosla Ventures and @Deerfield Management, and led by @Mike Foley, is using an AI-driven, modular chemistry platform, originating from @Marty Burke at the @University of Illinois, to create entirely new, de novo small-molecule drugs. - Why the US pharma & tech landscape may resemble a bubble, or a once-in-a-generation inflection point - He talks about @Latent Labs, (led by @Simon Kohl) a Sofinnova-backed company designing entirely new proteins that do not exist in nature, unlocking new therapeutic possibilities. - Edward outlines Sofinnova’s investment in @Bioptimus and discusses @Moon Surgical, exploring how AI and robotics are improving drug discovery and augmenting clinicians in complex procedures. - Edward reflects on the broader AI landscape, referencing an @HSBC investment banking report questioning the long-term economics underpinning large AI models such as @OpenAI, before highlighting comments from @Geoffrey Hinton on the scalability limits of current AI architectures. From AI-driven drug discovery and robotics in surgery, to healthcare economics, venture capital philosophy, and Europe vs the US innovation gap, this is a deep, unfiltered look at where life sciences is heading next. To listen to (or watch) the full episode, search "Leading Beyond The Lab Edward Kliphuis" on your preferred streaming platform, or click on the first link in the comments below! Follow ARTO LinkedIn: https://www.linkedin.com/company/artotalent Spotify: https://open.spotify.com/show/0kEcRZOiJChOoN1KF2n1ng Instagram: https://www.instagram.com/arto.talent?igsh=MWdhbWl5N204a253NQ%3D%3D&utm_source=qr TikTok: https://www.tiktok.com/@artotalent?_t=ZG-8tHbGACAZaj&_r=1 Apple Podcasts: https://podcasts.apple.com/us/podcast/leading-beyond-the-lab/id1783115575 Youtube: https://www.youtube.com/@life_sciences Website: https://arto-talent.com Edward Kliphuis Partner at Sofinnova Partners LinkedIn: https://www.linkedin.com/in/ekliphuis/ Lawrence Rose Co-Founder + Talent Solutions Director At ARTO LinkedIn: https://www.linkedin.com/in/lawrencerose/ Timestamps: 00:00 Sofinnovas Partner's Investments 17:41 The US Pharma "Bubble" & AI 28:02 Investing in the Right CEO / Company Hosted on Acast. See acast.com/privacy for more information.