Ingenuity's Pathway Analysis product has been the standard tool big pharma has used for 15+ years. Founded by folks from Stanford, they created their own knowl

Ingenuity's Pathway Analysis product has been the standard tool big pharma has used for 15+ years. Founded by folks from Stanford, they created their own knowledge-graph database a decade before they were popular, and have been paying PhD's to curate that database with genetic findings from papers over the last decades. Obviously their analysis also includes the publicly-available databases, and they have their own private genomic databases and expertise from helping many of the first-available genomic services go live. Still, it's a tough business, and they were bought by Qiagen (to make an end-to-end solution, with moderate success, as the market is strangled by Illumina's control over NGS sequencing). And with exponential growth in information, their early relative advantage likely has waned. Also note Veeva software, which provides infrastructure for pharma, is a public benefit company, legally devoted to its clients. That's how much power the customer has. That said, there's something of a revolution in drug discovery as more is being done by small companies with ultra-focused expertise. If they get a viable candidate, a bigger company buys it to marshal through approvals, and then it can be sold again to a marketing company. Focusing on these pop-up drug-discovery companies that evolve out of someone's PhD could be a good niche; I would expect Pharma VC's to prefer funding companies using their favorite computing vendor, for reliability if not insight. Here computational discovery assistance would help a bit, but validating findings and science could be golden.