Sergio

investor, peak biology arc

[Sergio @sergioconcepcn]

My healthcare/biotech basket:

$CLPT → gateway for drugs into the brain
$OSCR → health insurance disruptor
$SMTI → asymmetry in surgical medtech
$TEM → health ontology + AI clinical insights
$NVO → GLP-1 ramp + peptide discovery engine

*Watching $ABCL closely

[Sergio @sergioconcepcn]

$OSCR exploding

[Sergio @sergioconcepcn]

@jffbrwn2 beautiful. congrats

[Sergio @sergioconcepcn]

Solución simple al termostato "sexista": si tienes frío, abrígate.

[EL PAÍS @el_pais]

La temperatura de las oficinas, además de ser sexista, podría estar anticuada: se climatizan teniendo en cuenta las necesidades de un hombre en traje, atuendo que cada vez se usa menos, obligando a pasar frío a las mujeres, más frioleras por biología https://t.co/Dj7KF1ed6P

[Sergio @sergioconcepcn]

“Any sufficiently advanced technology is indistinguishable from magic.” — Arthur C. Clarke

[Aleph @alephneuro]

We recently obtained the highest-resolution 3D images of the human brain ever taken from outside the skull. This is the first look.

Introducing Aleph, a research lab building brain interfaces for the telepathic future. (1/n)

[Sergio @sergioconcepcn]

@michaelzlin great point

[Sergio @sergioconcepcn]

Jennifer Doudna on AI + biology. Worth remembering she also sits on Tempus AI’s board. $TEM

[Ihtesham Ali @ihtesham2005]

Jennifer Doudna won the Nobel Prize for gene editing and went on Bloomberg to say the chatbots everyone is betting on cannot innovate at all. Every promise Silicon Valley is making about AI curing disease just hit the one person qualified to check it.

She has spent her whole career inside the actual frontier of curing disease.

So when she talks about what AI can and cannot do in biology, she is not guessing. She is reporting from inside the lab.

Her words were blunt. She is not seeing chatbots innovate. They summarize data. They write reports. They do not come up with a brand new idea nobody has ever had.

Then the interviewer pushed. So you're saying AI can't innovate?

Doudna did not flinch. She does not know if it can't. She just does not see it doing it right now.

This lands harder when you remember who is making the opposite case. Sam Altman says AI will eliminate disease within five years. Larry Ellison says AI will cure cancer in a 48 hour window.

An OpenAI executive even floated that the company should get a cut of sales on any drug discovered through ChatGPT. Doudna answered that in two words. Good luck.

Even the cancer specialists Altman is selling to keep warning that cancer is not one disease but hundreds, each needing its own cure, and that compute does not skip the years of lab work.

Her reason is simpler. Biology is hard. You cannot simulate your way to an understanding of the human body.

The people promising cures are the ones selling the tool.

The person who actually won a Nobel building them is telling you it has not happened yet.

Source: Bloomberg Originals

Watch the full video on their official channel.

[Sergio @sergioconcepcn]

@peter_torngren $NVO keeps gaining market share

[Sergio @sergioconcepcn]

Not nationalists vs communists. Those who love themselves enough to love the world vs those who don’t.

[Naval @naval]

It’s nationalists vs communists from here on out.

[Sergio @sergioconcepcn]

@investingwithac squeeze

[Sergio @sergioconcepcn]

$OSCR testing the $30 level. We're just early though

[Sergio @sergioconcepcn]

$NVO next stop 60

[Sergio @sergioconcepcn]

@Aktieland $NVO could finally be at the inflection point

[Sergio @sergioconcepcn]

@AretardInvestor What’s the thesis here?

[Sergio @sergioconcepcn]

@JackPrescottX Who is competing with $ABCL here?

[Sergio @sergioconcepcn]

@janthecurious1 Good times ahead

[Sergio @sergioconcepcn]

Wegovy Pill already 33% of total Wegovy Rx. Not cannibalizing but expanding the market to a new level.
$NVO
https://t.co/88ufKsa5l2

[Sergio @sergioconcepcn]

@MisterInversor Interesante, gracias por la info. Sigo leyendo sobre $ABCL

[Sergio @sergioconcepcn]

@Mokesillo @luisangelhern31 Efectivamente

[Sergio @sergioconcepcn]

@derekquick1 Great write up