Rob Calvert retweetledi

How the 2026 run rates of the top AI labs and pharmaceuticals compare
1. Tirzepatide (~$51 B)
2. Anthropic (~$45 B)
3. Semaglutide (~$33 B)
4. Pembrolizumab (~$32 B)
5. Apixaban (~$25 B)
6. OpenAI (~$25 B)
7. Dupilumab (~$20 B)
8. Risankizumab (~$18 B)
9. Daratumumab (~$16 B)
10. Biktarvy (~$14 B)
Tech people, come to bio: there are lots of diseases left to solve
TBPN@tbpn
"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."
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