>>I would assume he knows the blackjack player competes only with the casino.
You are misunderstanding his analogy I think.
Here the casino is the stand-in for mother nature, the other players are the stand-in for competitor pharmas. You will do better than most other blackjack players if you use basic strategy (and they don't); you will do better than most other pharma if you use his checklist (and they don't).
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