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Jordi Visser

👤 Person
406 total appearances

Appearances Over Time

Podcast Appearances

The Pomp Podcast
Bitcoin Market Just ROTATED This Month - Here's What's Next | Jordi Visser

And then Eli Lilly is the manufacturer.

The Pomp Podcast
Bitcoin Market Just ROTATED This Month - Here's What's Next | Jordi Visser

So this is kind of like this process of going from idea to solve a problem.

The Pomp Podcast
Bitcoin Market Just ROTATED This Month - Here's What's Next | Jordi Visser

Oh, okay, let's test it out and see if it gets, get it to clinical trial.

The Pomp Podcast
Bitcoin Market Just ROTATED This Month - Here's What's Next | Jordi Visser

So I don't want to make this too long, but this is part of the story.

The Pomp Podcast
Bitcoin Market Just ROTATED This Month - Here's What's Next | Jordi Visser

Google DeepMind hired a chief medical officer who's an expert in getting things through clinical trials back in June, Ben Wolfe.

The Pomp Podcast
Bitcoin Market Just ROTATED This Month - Here's What's Next | Jordi Visser

They have talked openly about being close.

The Pomp Podcast
Bitcoin Market Just ROTATED This Month - Here's What's Next | Jordi Visser

And there's a bunch of interviews that people at Isomorphic have talked about.

The Pomp Podcast
Bitcoin Market Just ROTATED This Month - Here's What's Next | Jordi Visser

Now they can't say exactly what's going on, but this is related to cancer.

The Pomp Podcast
Bitcoin Market Just ROTATED This Month - Here's What's Next | Jordi Visser

That's where their focus has been.

The Pomp Podcast
Bitcoin Market Just ROTATED This Month - Here's What's Next | Jordi Visser

Their focus has been on cancer.

The Pomp Podcast
Bitcoin Market Just ROTATED This Month - Here's What's Next | Jordi Visser

Eli Lilly announced an upgrade in silico relationship this week.

The Pomp Podcast
Bitcoin Market Just ROTATED This Month - Here's What's Next | Jordi Visser

All of this stuff has happened in the last three weeks.

The Pomp Podcast
Bitcoin Market Just ROTATED This Month - Here's What's Next | Jordi Visser

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

The Pomp Podcast
Bitcoin Market Just ROTATED This Month - Here's What's Next | Jordi Visser

is having its second best month since 1999.

The Pomp Podcast
Bitcoin Market Just ROTATED This Month - Here's What's Next | Jordi Visser

So for those of you looking for longs right now, I would go spend some time on biotech.

The Pomp Podcast
Bitcoin Market Just ROTATED This Month - Here's What's Next | Jordi Visser

The great thing about pharma and biotech, they're like tech.

The Pomp Podcast
Bitcoin Market Just ROTATED This Month - Here's What's Next | Jordi Visser

Like if you get a story that you're curing cancer, you start going through it.

The Pomp Podcast
Bitcoin Market Just ROTATED This Month - Here's What's Next | Jordi Visser

But the main point is Merck is an 11 PE stock.

The Pomp Podcast
Bitcoin Market Just ROTATED This Month - Here's What's Next | Jordi Visser

The Mag7 are not cheap.

The Pomp Podcast
Bitcoin Market Just ROTATED This Month - Here's What's Next | Jordi Visser

They're spending money.