@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.
@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.
@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.
@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.
@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.
@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.