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Vincent
@WhiteCollarExit
Analyst @MilkRoadAI | Finding opportunities across the AI value chain
가입 February 2022
127 팔로잉 중    1.4K
The investor takeaway from $MRNA AI cancer vaccine is what happens when computation becomes part of the medicine itself. (Save this) Reminder of how the Moderna tech works: An AI model picks up to 34 targets specific to the persons cancer DNA, and an individual therapy is manufactured around them (See video below). Results (according to Moonshots): - Cut's the risk of recurrence or death by 49% - $5000 per patient (!) So, AI itself is becoming part of the pharma value chain which is much deeper than R&D (=drug discovery) only. What this enables is the move from 1 drug for millions to 1 platform designing millions of individual treatments. That implies that the most valuable asset in pharma becomes the system that forces this loop. $LLY is building that system! Breaking down the entire Lilly thesis on Milk Road PRO. Join us before prices increase dramatically Aug 26:
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