Taking Bold Bets
Key Views & Dialogues
Taking Bold Bets: NIH and the Future of Biomedical Science
- 🗓️ Date:
2025-09-23| 🎙️ Show:The a16z Show
Bhattacharya wants NIH managed like a venture portfolio, tolerating productive failures and funding younger, newer ideas instead of rewarding six-to-eight-year-old proposals and publication volume. The $50 million autism data-science program and cautious leucovorin and acetaminophen guidance show near-term execution, while replication, public-health trust, and AI-generated application volume remain critical reform risks.
View Dialogue Notes & Key Takeaways
Bhattacharya’s core operating thesis is that NIH should be managed like a venture portfolio: tolerate productive failures so one field-changing win can make the portfolio a success despite them. He says recent NIH culture favored six-to-eight-year-old ideas over zero-to-two-year-old ones and produced “fewer advances per dollar”; institute directors will be judged on portfolio-wide health and knowledge gains, not whether every grant succeeds.
The immediate policy package pairs a $50 million autism data-science program—13 teams to receive grants from 250 applicants—with action on an old drug and a pregnancy-use caution. Leucovorin may restore speech in “20%…I think” and improve up to 60% only among autistic children with a relevant brain-folate problem; acetaminophen evidence remains correlational and controversial, so Bhattacharya frames forthcoming FDA guidance as prudence, “not…panic,” while CMS changes payment for leucovorin.
His reform bottleneck is not simply a shortage of research dollars but a system that rewards publication and conservatism over replication and fresh ideas. A peer-reviewed paper is an investigator’s belief, “not…truth”; independent replication should be the standard, while centralized review, auditable foreign grants, and permission to publish productive failures are intended to improve accountability and learning.
The NIH’s capital-allocation split is explicitly democratic at the top and expert-driven inside each disease portfolio. Congress and the president should reflect public needs across cancer, HIV, heart disease, diabetes and pediatrics, while scientists select promising research opportunities; Bhattacharya rejects a “philosopher king” and points to flat U.S. life expectancy as evidence that science is not translating enough into health, while noting that NIH is not the only cause or answer.
The talent pipeline now delays a first major NIH grant from a median age of about 35 in the 1980s to the mid-40s, systematically aging the idea pool. Because his study found ordinary scientists’ ideas age one year per chronological year—versus one per two years for Nobel winners—he wants institute directors rewarded for early-career funding, strategic-plan coverage, and senior investigators’ mentorship.
Public-health trust will require officials to match confidence to evidence, say “I don’t know” when warranted, and treat citizens as partners rather than subjects. Bhattacharya blames unsupported pandemic measures and overconfidence, but resists false humility: he cites roughly 95% MMR uptake versus about 13% COVID vaccination among children as evidence that “the American people are not stupid” and can distinguish stronger evidence from weaker evidence. He says rebuilding trust will take a long time.
AI is an augmentation thesis, not a scientist-replacement thesis: it can narrow protein targets, improve radiology, and return doctors’ attention to patients, but its uses require research, including to address hallucinations. Bhattacharya says AlphaFold has “turbocharg[ed]” drug development and NIH is building privacy-protected tools, yet people writing as many as 60 visibly AI-generated applications have already overwhelmed review; a new limit is described as “like, 6 a year—6 a cycle or something.” Discovery still depends on scientists who “keep knocking on the door.”
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