Dario Amodei: “I think biotech is about to have a renaissance, ultimately driven by AI… my instinct is we’re about to cure a lot of diseases.” Safest plays in my opinion remain $TEM & $LLY. I think few people see the vision for what $LLY is building but I... sense a $1T valuation actually won’t be much in 5 years. Higher risk plays: $ABCL & $RXRXshow more

among all of them, $LLY seems to be the safest bet, currently at a very crucial support point. offering great risk:reward trade.

Don’t disagree

He is throwing around names here that have shown little to no success so far. But the most important thing is to express one's important opinion lol That's exactly how useless pumps are created. Hello RXRX 🤣

$TEM is down 50% from ATH and moving in a very tight range, something that happens for any stock before exploding (down or up), but since the consensus for Bio tech seems to be bullish this is a great time to place bets

@JonahLupton Dario is bullish on peptides. Gotta be bullish for $HIMS

$SDGR $TWST $MXCT $CDXS $CRBU

You can’t say things like this if you don’t understand the complexity and the complexity of drug development- $TEM and $rxrx are garbage on valuation and science

It’s painful listening how dumb he is about this topic. Really pathetic

Biotech investors, more than any other sector, have to be wary of scammers. AI is one aspect of what will be solved but there’s no way to discuss valuations without acknowledging the biotech patent cliff that is looming.

100%. Well said.

$PCSC / Freenome is a pure play AI healthcare play backed by top tier investors

He has no clue about biotech.

The podcast lighting coordinator did not inform him.

$LLY is already at $1 trillion valuation… not sure I’m following.

A $1T valuation wont be much in a few years… ie its going much higher

Ah I see, thanks for the explanation.

This is such an annoying trope from these people who don’t really understand biotech. For ex everything Recursion has ever developed has been a zero

Go big or go home, ABCL is the way for leveraging AI in biotech 😎

agree with you - LLY will take over the entire ecosystem. unprecedented cash flows coming from their weight loss franchise allow them to buy up all other good biotechs at historically low prices, led by best of the best management globally

Spot on Adam.

IBRX?

Essentially you have no idea what are actually doing, you just heard people like Dario / Elon / Sam to say and then you go ahead gamble stocks you do t actually understand

$RXRX

You lost me when you put TEM next to LLY. Completely different class of companies

$ARKG takes care of all of it.

Covid makers

@holdmybirra

I like $ARKG

but the question is also how many NEW diseases will some random terror group create thanks to AI

Hm what about $ABSI? Had quite a good run recently.

My strategy analysis ! ⬇️as follows 👇 👇 👇

The promise is huge, but biotech usually moves at the speed of evidence, not hype. What would convince you AI is really improving drug development???

@alc2022

Where's the interview from?

Nikhil Kamath YouTube

AI is shifting biotech from discovery to acceleration. The companies that integrate AI into the entire R&D lifecycle will have a lasting advantage.

Lol

I have $TEM small position…it’s in my SELL POSITION hit list. I want more money to seek it though

get on it. we need cancer solved ASAP