I suspect there is a deep sequencing service that is non CLIA and cheap. True. they may not be trustworthy with the data. That said, there are steps here where the data is put into Claude. Do we trust that ?
I think their point is not the ESG component, but firms with traditionally irrational valuations (à la GameStop) for which index inclusion exceptions have been made to facilitate short term liquidity for IPO participants. Seems as though one should be able to hold the broad market less that component.
This is interesting.
As a naive user I’ve gotten the gut feeling of commoditization among the models. I assumed the data center capacity push is intended to be the differentiator but that still seems utility-like over time. (and the data centers in space concept seems like good PR and IR, but to me, technically… ambitious)
(not intending ot be snarky, but this isn't my area of knowledge in the least.) Didn't the AI organizations 'get it both ways' when they trained on vast collection of works under copyright and then purely "own' the outcome?
Put this way, this seems reasonable. Beyond cell therapy, I don't thin the cost of drug is the motivation for not making it more freely available. 'Misuse' leading to potential liability or unjustified bad outcomes, along with some regulatory burden seems like the issue.
Knowing whether drugs work isn’t trivial. Patients are typically very heterogeneous in their responses to drugs. For example, pembrolizumab (the most successful cancer drug ever) typically only works in, say 30% of patients depending of the cancer type. Just throwing therapeutic ideas out there and letting physicians sort out how to use them and in which patients, isn’t a panacea. Looking at clinical data can be like star gazing even in planned studies. Structured, statistically powered studies, and costly rigorous assays on biomarkers and correlative studies are essential for understanding how and in what patients drugs are working. I’m all for expanding access to drugs, and there is abundant waste and greed in big Pharma and venture, but there are also people doing hard expensive science, medicine and manufacturing. Im not sure I have the answer. A “yelp for medicine” won’t improve immediate outcomes, nor longer term understanding and progress. A great and excruciating read about the tension there is a real-time blog (the story’s story) that was written by Jake Seliger unt he passed in 2023.
Slightly different point but many bacteria in us right now also make lipopolysaccharide (LPS). If it were purified and injected iv, the LPS in me could probably kill me 1000 x over.
I agreee with the caution. I am not endocrinologist enough to
guess what may happen and when. Because of the level of variably in all that is being experimented with, my guess is there may be a slower burn rather than explosion of odd toxicities. It does feel like stuff will happen.
Will side effects for hormonal and gene therapy approaches be shaken out in just 3-5 years? For gene therapy, the rare blood cancers associated with car-t or bluebirdbio suggest maybe not. Maybe they remain rare, but as scale and flexibility of use increases, how that may evolve. Hormones are a whole different calculation. With the creative and dosing, combinations, and applications I’m not sure how many from conclusions will be available. I’m not judging good/bad here, I’m just thinking that this “democratization” of medicines (maybe otherwise not available to some) will increase access, with both risks and benefits.