Jordi Visser

The stock that day was $20.

A year and a half later, it was $500.

And everyone remembers, Moderna couldn't be stopped.

And that was because they took what they had done and said, oh, mRNA technology is going to change the world and we're going to cure everything.

That is an S-curve adoption scenario.

Like, it will.

be involved in curing everything eventually, but at the time it was too fast.

So the stock has basically cratered back down.

What happened in the last few weeks is Eli Lilly, which had been under pressure for a period of time, mainly because the uncertainty over what they were gonna do with drug prices.

Drug prices are really critical for

a lot of people in the country and especially voters and inflation.

So we want drug prices to go down.

So Eli Lilly announced, number one, they're building a massive AI drug factory and they announced it with Nvidia.

Number two, for people who don't know, they've had a partnership now for almost two years, if not two years with Google DeepMind.

their lab, which is Isomorphic Labs, and Insilico, this company.

Now, Isomorphic Labs is an AI-generated group from DeepMind where they're trying to solve everything.

So they are the group that had AlphaFold3.

AlphaFold3, which came out two years ago, led to Demis Hassabis.

Actually, AlphaFold3 came out last year.

It led to Demis Hassabis from Google DeepMind, the head, one of the leaders of Google,