JDG

[JDG @jdgs28]

@Aktieland @nvo Both are one magnitude per stock mispriced.

[JDG @jdgs28]

@Aktieland Wegovy will become as recognizable as Ozempic in a while as terms and reference. Market ignores how much this matters when it comes to sell the product and generate profit. More irrationally than whatever a clinical trial can show.

[JDG @jdgs28]

@PaulsFerran @alc2022 He’s not wrong. Propietary datasets can come from any valuable industry.

[JDG @jdgs28]

@mathlonning

[JDG @jdgs28]

@alc2022 Genomics + proteomics improve the certainty of the readout. $TEM propietary stack is closer to the real moat: clinical + molecular + pathology + treatment-response + longitudinal outcomes inside actual diagnostic workflows.

[JDG @jdgs28]

@alc2022 And $TEM is the data moat layer: not just AI for biology, but proprietary clinical + molecular data compounding through diagnostics, software, and pharma workflows. If models commoditize, rebuilding that asset would take years of test volume, integrations, and capital.

[JDG @jdgs28]

@MessiCentral_ @bioinvestor24 Tell a neutral pharma exec: “This much more complex asset may move you from ~24% to ~28% weight loss.” He won’t clap, he’ll ask whether 4 points really justify the added CMC burden, supply complexity, and execution risk. Cool science isn’t the same as better economics.

[JDG @jdgs28]

@bioinvestor24 Lilly’s retatrutide triples down with GLP-1/GIP/glucagon, adding unnecessary complexity and broader hormonal noise. One clean dual pathway beats an over-engineered triple for focused efficacy, simpler manufacturing, and easier dosing.

Bioengineering >>> Scientists.

[JDG @jdgs28]

@Lidio_Dominante

[JDG @jdgs28]

@JotaInvestor @temetnosce_pat Desconozco tu edad, pero me juego mi patrimonio a que primero estaremos muertos tú y yo antes de que ese escenario de ciencia ficción suceda.

[JDG @jdgs28]

@_Barrio_Sur @Lidio_Dominante Vive en una película delirante jajajajaja. Tiene el mismo rigor que una conversación de taxistas

[JDG @jdgs28]

@vitoquiles Sería histórico que llevaras un micro “falso” que dejes que te tiren e inmediatamente saques otro.

[JDG @jdgs28]

@rickyedit 6336

[JDG @jdgs28]

@gekike

[JDG @jdgs28]

@hackerFiscalia @Danielbricen Fuente: ChatGPT🤣

[JDG @jdgs28]

@AntonioMaestre 150 respuestas y 110 likes JAJAJAJAJAJ se nota que te quieren mucho Antonio

[JDG @jdgs28]

@AntonioMaestre Tu mejor esfuerzo por empujarle terminó contigo rebotando JAJAJAJA

[JDG @jdgs28]

@AntonioMaestre JAJAJAJAJAJAJAJAJAJAJAJAJAJAJAJA

[JDG @jdgs28]

@AntonioMaestre Parecías un muñeco de trapo y eso que solo usando un brazo🤣 cagado