Jordi Visser
👤 PersonAppearances Over Time
Podcast Appearances
And then Eli Lilly is the manufacturer.
So this is kind of like this process of going from idea to solve a problem.
Oh, okay, let's test it out and see if it gets, get it to clinical trial.
So I don't want to make this too long, but this is part of the story.
Google DeepMind hired a chief medical officer who's an expert in getting things through clinical trials back in June, Ben Wolfe.
They have talked openly about being close.
And there's a bunch of interviews that people at Isomorphic have talked about.
Now they can't say exactly what's going on, but this is related to cancer.
That's where their focus has been.
Their focus has been on cancer.
Eli Lilly announced an upgrade in silico relationship this week.
All of this stuff has happened in the last three weeks.
And so when a stock goes higher as much as it has, and to give you guys an idea, this month when there's panic everywhere, the S&P 1500 Pharma Index
is having its second best month since 1999.
So for those of you looking for longs right now, I would go spend some time on biotech.
The great thing about pharma and biotech, they're like tech.
Like if you get a story that you're curing cancer, you start going through it.
But the main point is Merck is an 11 PE stock.
The Mag7 are not cheap.
They're spending money.