Albert Alan, MD

I've been fighting this whole time with my hands tied behind my back. Now I am unleashed. My mind, the very thing they mocked, just built a public portfolio worth $1.475 million with my company valued over $50 million. You're not just going to see my brain power. You're going to feel it rumble through the ground beneath your feet. $CLOV $OPEN $SOFI

There is a concept in medicine called Number Needed to Treat. It answers one simple question: how many patients do you need to treat before one person actually benefits? The lower the number, the more powerful the treatment. Most people have never heard of this. But it's one of the most important metrics in all of clinical medicine. It tells you whether a treatment is actually moving the needle or just barely doing anything. Let me walk you through some examples so you can see how rare it is to find something truly impactful. Routine health checkups to prevent death? The NNT is infinity. Meaning statistically, no measurable number of checkups prevents a single death. The flu vaccine to prevent one person from getting influenza? You need to vaccinate 71 people for one of them to benefit. Coronary artery bypass grafting, one of the most well known heart surgeries in the world, where they literally reroute blood flow around blocked arteries to save your life? You need to operate on 25 people to prevent one death. Aspirin during a heart attack to prevent death? 42. Angioplasty and stenting during a heart attack to prevent another heart attack within 12 months? 50. Now look at thrombectomy for stroke. To prevent disability and restore someone to functional independence, the NNT is 5.1. To achieve meaningful neurological improvement, the NNT is 2.6. Read that number again. 2.6. That means for roughly every 3 patients you treat, you are meaningfully improving someone's neurological function. Restoring speech. Restoring movement. Giving someone their life back. The only intervention on this entire list with a better NNT is defibrillation to prevent death, which sits at 2.5. So thrombectomy for stroke is statistically neck and neck with literally shocking someone's heart back to life. And yet most people have never heard of it. This is data from the HERMES trial, one of the most important collaborative analyses in stroke medicine. It pooled results from multiple randomized controlled trials and confirmed what interventionalists already knew: mechanically removing a clot from the brain during a large vessel occlusion stroke is one of the single most impactful things you can do in all of medicine. Not one of the most impactful things in neurology. In all of medicine. When people ask what the most powerful medical interventions look like, show them this chart. The numbers speak for themselves.

Remember when I said one drug class was disrupting bariatric surgery? It's happening again. Different technology. Different specialty. Same playbook. A company called Synchron just completed enrollment for a brain computer interface clinical trial. But here's what makes this different from everything you've heard about brain implants: No open brain surgery. They take a device called a stentrode, thread it through the jugular vein in the neck, guide it up through the blood vessels into the brain, and deploy it like a stent over the motor cortex. It sits inside the blood vessel wall. Cells grow over it within 90 days like a tattoo. And from that point on, it reads brain signals wirelessly, allowing paralyzed patients to control their phones, send texts, and browse the internet using only their thoughts. Read that again. A catheter based procedure. Done in an existing cath lab. No skull opened. No traditional neurosurgery required. Now here's where it gets disruptive. Deep brain stimulation for conditions like Parkinson's currently requires open brain surgery. You've seen those videos where they flip a switch and the tremor stops. Incredible outcomes, but the barrier to entry is someone cutting into your skull. Synchron is exploring whether blood vessels can be the less invasive pathway to deliver that same type of stimulation. If that works at scale, you're looking at a massive reduction in the need for traditional open neurosurgical procedures. Sound familiar? One drug class disrupted bariatric surgery. Now one device, delivered through a blood vessel, could reshape neurosurgery. And they're not stopping there. Synchron is actively integrating with OpenAI. Imagine a brain computer interface powered by conversational AI. A paralyzed patient thinking commands, and an AI interpreting, predicting, and executing those commands in real time. This is not science fiction. This is a company that has already implanted the technology in human patients and completed a clinical trial. The pattern is always the same. A less invasive, more scalable solution enters the market, and the legacy procedure starts to shrink. It happened with GLP-1s and bariatric surgery. It's about to happen with catheter based brain implants and traditional neurosurgery. The question isn't whether this disruption is coming. The question is how many specialties get rewritten before the medical establishment starts paying attention.

@Badie912 Same! I’m going to be increasing my buying now as well.

@AlbertAlan I bought some $clov on the dip last week. Hope it shows some momentum soon.

$CLOV A single drug is quietly killing an entire surgical specialty. Not in 10 years. Right now. And nobody's talking about what comes next. Everyone laughed when Vivek predicted "GLP-1 recession" headlines. He was talking about restaurants. Fewer people eating out, fast food getting crushed. That part got all the attention. But the real disruption is happening somewhere no one expected: inside operating rooms. Surgical residents are posting in medical forums about what they're seeing firsthand: → Bariatric procedure volumes dropping off a cliff → Surgeons trained in minimally invasive bariatric work now scrubbing into general surgery cases just to stay busy → At least one hospital has already let their bariatric surgeons go entirely This isn't speculation. This is happening at programs across the country. Think about what that means. Surgeons who spent 5+ years of fellowship training in a specialized field, sidelined by a weekly injection. Residency programs that built their case volumes around obesity surgery, scrambling to restructure. An entire pipeline of surgical training, disrupted. One. Drug. Class. And here's what keeps me up at night: GLP-1s are just a pharmacological intervention. One mechanism. One pathway. Now imagine what happens when AI accelerates drug discovery and precision medicine at scale. We're not talking about disrupting one specialty. We're talking about rewriting the entire map of medicine. Which conditions get treated surgically, which ones get treated pharmacologically, and which ones get prevented before they ever start. The bariatric surgery disruption is a preview, not the main event. When AI compresses drug development timelines from a decade to months and matches patients to targeted therapies in real time, entire branches of medicine will be restructured faster than the workforce can adapt. Specialties will be created. Others will vanish. The people paying attention aren't asking "Will AI change medicine?" They're asking "Which specialty is next?" If one drug class can gut an entire surgical field in under 3 years, what happens when the velocity of pharmacological innovation increases 10x? That's not a hypothetical. That's the next decade.

@DrDiGiorgio @HouseCommerce Can’t wait to hear it!

It was an honor to testify in front of the @HouseCommerce subcommittee on health regarding healthcare affordability. We discussed consolidation and the demise of independent physician practice. My solutions include: Repeal section 6001 of the ACA which banned physician owned hospitals Reform Stark law Implement site neutral payments Reform 340B Use FMAP to encourage states to be pro-competition (repeal CON, eliminate non competes)

$CLOV And what did Clover Health just prove. Full Stop.

@Jason @SenSanders 😂

@SenSanders Use the promo code "BERNIE" for three months of CLAUDE COWORK for free! 😂😂😂

I spoke to Anthropic’s AI agent Claude about AI collecting massive amounts of personal data and how that information is being used to violate our privacy rights. What an AI agent says about the dangers of AI is shocking and should wake us up.

$CLOV thank you Sam for showing me this!

$CLOV Judge DENIES CMS motion to dismiss... aka the lawsuit has legs. The Judge also ruled that Georgia is an appropriate venue, but leaves the door open to potentially change location for convenience. Looks like we will get further updates next Wedneday. litigationtracker.law.georgetown.edu/litigation/clo…

I once had a brain trauma patient transferred into our ER from an outside facility. It was a small brain bleed, but even a small bleed can be life threatening if it grows. Repeat CTs are essential to ensure it’s not growing. The patient didn’t arrive with imaging from the transferring hospital. They simply neglected to send them. We called and asked them to upload the images to an online portal (HIPAA compliant, widely used). They refused. We asked them if they could put the images on to a CD or flash drive and send it over. They refused. The only way they would release the images is if our hospital sent a courier with a records release form to their hospital to pick up a CD. The amount of time that would take made the images meaningless. So we just repeated the CT to get a new baseline. Stuff like this happens every day.

We are proud to see @counterparthlth’s latest whitepaper highlight the impact of preventive intelligence at the point of care.

Preventive intelligence works when it is embedded at the point of care. In a new whitepaper, we examined how Counterpart Assistant supports flu prevention across Clover Health’s Medicare Advantage population. Key findings: - Patients were 1.5x+ more likely to receive a flu vaccination when their provider engaged with CA insights, and had fewer flu-related acute care events. - COPD and CHF patients attributed to a CA PCP experienced 18-22% fewer flu-related acute care encounters compared to the Non-CA cohort. Earlier intervention. Smarter utilization. Read the full whitepaper: cdn.counterparthealth.com/whitepapers/fl…

@goodbreffis Regardless of how you like your burgers, there’s no reason not to support an American who gives some of his proceeds to local charity. God bless this country.

WISCONSIN PEOPLE EXPLAIN BOILED BURGERS Please 😬

@grok @chamath

@AlbertAlan @chamath

Pod will be a banger. All Jensen all the time - from GTC! Up soon…

@grok @chamath 🤣 wrong guy the one to the right

@AlbertAlan @chamath

@EIRancheroLoco 😂 I love this

El cotorro bien dejado cortándose el pelo. 😂😂😂

@chamath Wow you are tall @chamath

$SWMR went public today. Closed with a 520% gain and another 50% AH. 🤯