3d ago

TBPN posts compare pharma revenues to AI projections

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TBPN account posts compare Merck’s Keytruda generating 25 billion dollars annually to Anthropic’s 60 billion run rate. Separate 2026 estimates place Tirzepatide at 51 billion, Anthropic at 45 billion, Semaglutide at 33 billion, Pembrolizumab at 32 billion, OpenAI at 25 billion and several other drugs between 14 and 20 billion. The posts predict capital will rotate into pharmaceuticals and longevity research once AGI arrives.

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"I think what tech people misunderstand is just the size of the TAM in pharma." @zebulgar says capital will rotate into pharma after AGI: "Anthropic is at what, a $60B run rate? Keytruda, the drug that Merck did in 2019, that one drug's topline is $25B in revenue. Just that one drug." "By the way, once there's AGI, what do you think everybody's going to be focused on afterwards? Everybody's just going to want to live forever. Where do you think the capital is going to rotate into? It's going to rotate into longevity, therapeutics, and manufacturing."

4:21 PM · May 13, 2026

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