Oleg Nodelman
speaker
220 appearances
2 recordings
2 series
first heard Jun 2026
last heard 12 Jun
Oleg Nodelman’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 2.
Appearances
Biotech investors are so insanely short-term oriented that even though we're now, call it eight or nine months from data, that's still way too long.
And so our expectation is that the folks will start accumulating this in the second half in anticipation of the data coming in the first quarter.
I would take the over on that.
In no small part because we already have one of the best longevity drugs out there and folks don't even realize it in the GLP-1s and the obesity drugs.
So one of the only things that's ever been shown in actual data to extend life is caloric restriction.
And that's literally what all the obesity drugs do.
So I'm sure half the people in this room are on one of them.
And that's just the beginning because it's trained people that you can inject yourself with something and have healthy living through pharmaceuticals.
So I think that's only going to continue.
That is a great question.
It's probably not applicable to this.
Yeah.
Another awesome question.
There's a small skunks work project within Actis AI project.
With all these biotech companies, they have their little proprietary data sets that they hope to leverage with various insights.
So a company like this, with their many proteins and everything else they're trying to accomplish, they have their own little tiny group of PhD data scientist nerds who are seeing if they can leverage that in a pretty decent way.
What's most promising that I think a lot of folks have probably heard of is
A new drug for pancreatic cancer from a company called RevMed was just another targeted therapy.
So for now, there's not a huge amount of progress from peptides.
Well, so one of the neat things about these mini proteins is they're hopefully of the right size to be able to deliver their payload inside of the tumors.
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