Stack

Health and longevity will be the biggest market of all time

@m_goes_distance Banger

Demis Hassabis raised $2.1B to solve disease with AI. but zoom out and the picture gets wilder: - longevity startups attracted $8.5B in venture capital last year alone. more than double the year before - China now runs more clinical trials than the US. over 7,100 in 2024 versus 6,000. first-in-human trials launch faster and cheaper there. the data advantage is compounding - XPRIZE Healthspan is awarding $10M each to its top 10 finalists to run one-year clinical trials specifically designed to restore functional capacity in aging humans. results coming this year - Insilico Medicine ran an AI-designed drug through Phase 2 clinical trials and it worked. a longevity company just proved the AI drug discovery pipeline end to end. every major AI lab founder: Dario, Demis, Sam, have named longevity as a core motivation for their work and the people building it are moving faster than anyone expected bio/acc

@demishassabis @IsomorphicLabs Super exciting

I’ve always believed the No.1 application of AI should be to improve human health. That work started with AlphaFold, and now at @IsomorphicLabs with the mission to reimagine drug discovery and one day solve all disease! We are turbocharging that goal with $2.1B in new funding.

This is a lot bigger of a deal than most people are realizing Renaming PCOS to PMOS officially codes the condition as metabolic, not gynecological That single shift puts GLP-1s, metformin, and the entire metabolic toolkit on the treatment pathway PCOS affects ~10% of women of reproductive age The GLP-1 TAM just expanded by tens of millions overnight nice catch @mansizzzzle

Function just acquired SuppCo This is a really good move imo SuppCo was the first app I used that actually showed supplements being done the right way: trust layer, real data, aligned with the consumer not the brand Function is no longer just a testing company. they're building the loop

@m_goes_distance bio/acc

biotech will do more for humanity in the next 18 months than the last 50 years here is what the next 12-18 months carry: 1. aging becomes reversible - Life Biosciences reports results from the first ever human epigenetic reprogramming trial by end of 2026. if it works the entire category reprices overnight 2. your genome becomes your medical record-consumer grade sequencing is already at $1,100. by 2027 it is a standard intake form 3. personalized gene therapies become real - baby KJ proved a custom CRISPR therapy can be built for one person in 6 months. his doctors are now building the FDA pathway to do it for everyone 4. peptides go fully mainstream - 14 of 19 banned compounds are coming back to legal compounding. the grey market becomes a regulated industry with actual quality standards 5. psychedelics become first line treatment - Compass Pathways is weeks from the first ever FDA approval of a psychedelic drug. depression and PTSD treatment just changed permanently 6. AI designs drugs that work better than anything a human team has ever produced- Isomorphic Labs is pushing AI-designed molecules into human trials right now. results expected this year 7. BCIs move from medical to performance - Merge Labs, Neuralink, Synchron all pointed at the same target. the first healthy person gets an implant for cognitive enhancement and the waitlist forms immediately after bio/acc

Agree Trust will be the ultimate Moat in this market and the brands that get it right become the rails

@BrianSuttererMD @valthealth I think it shows confidence

What a weird thing for a CEO to post. Sounds like someone trying to cope with the threat of competition for once. I can’t wait to try out the new Fitbit air. $100 with great third party solutions to make it special like @valthealth

@biohxcker well these just will not work

Rainbow loom, hoverboards, fidget spinners,BCCAS And now peptides

Peptides personalized to you are a lot closer than you think

@peptidepedia 🫶

@stackapp great article

Shoutout @rorynotsorry @kalos21million @cremieuxrecueil

The GLP-1 market is on track to hit 190B by 2035 - priced almost entirely as weight loss When you have a drug that drops depression risk 44%, anxiety 38%, and substance use 47% as a side effect you're not looking at a weight loss category anymore

@cremieuxrecueil Truly amazing

We now have causal evidence on semaglutide and mental health! By comparing people when they're off versus when they're on the drug, we can see how their mental state differs. When they're on, they're less likely to get depressed, anxious, to abuse other drugs, or to miss work.

Love to see this

@DrCamRx Yes exactly

Really what “peptides” means to those are permanently online is not a particular class of compounds, but the easy online accessibility of black market drugs. It’s not that they work or don’t work, are clean or not, it’s the movement of DIY drugs. That’s what having a moment.

Going to be interesting to see if this materializes

What is the difference between HGH and the GH secretagogues like CJC-1295/Ipamorelin, Sermorelin and Tesamorelin/Ipamorelin? I break down the difference here ⬇️ This is a clip taken from the @stackapp Peptide Certification Course that will be available soon. If you’re interested in signing up for the exclusive waitlist, the link is in the tweet below.