@alc2022 Interesting take, but biology's been hyped for decades and still hasn't fully delivered. What makes you think this time is different?

@alc2022 Hey Antonio! Big fan of your work. I actually wrote a piece recently about Isomorphic Labs, would you be interested? Google AI biotech spin off. Also nice to see Duolingo winning today :)

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@alc2022 Sometimes the future feels too good to be true but it will be true

@alc2022 I get the hype but biotech has been a rollercoaster for ages, one FDA decision can wipe out years of gains.

@alc2022 The market implication is a long-duration biotech call with brutal dispersion. The winners will be platforms with repeatable delivery, clean safety data, and regulatory paths that turn science into reimbursable products.

@alc2022 Healthcare and biotech have been volatile for me, but if AI speeds up drug discovery, maybe this time it's different.

@alc2022 Partly true. We will need to develop better models via regulatory to move toward a more personalized approach to therapeutic development (I almost see it like getting a license to drive a car).

@alc2022 Feels like everyone's been saying biotech is the next big thing for a while now, but the real money always seems to go elsewhere. Still, with aging populations, it's hard to bet against it entirely.

@alc2022 People said that about tech 20 years ago, but biotech is a different beast—long timelines and regulatory hurdles make it risky.

@alc2022 Feels like a bold bet on something that's still pretty unpredictable. Biotech has huge potential but also burns through cash like crazy.

@CahyaWisnuArdi @alc2022 AI

@alc2022 What are the companies to watch?

@CahyaWisnuArdi @alc2022 What part hasn’t delivered? It’s the second most lucrative sector after tech. Larger and more profitable companies in biopharma than energy and banking. Biotech / biopharma is already huge, longevity tech could propel it higher than software/semis.

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