Biotech and Longevity 2026 so far

From X. Copied this from X and put it into Deep Seek the Chinese AI. I used Deep Seek because the Chinese Stem Cell study is very interesting to me due to its large size 2000 people, and its long term 2 years and most importantly it is an anti-aging study. Anti-aging is NOT something that the FDA will allow in a medical study. Life Biosciences is working on anti-aging, but the trail that they are doing is Phase 1 macular degeneration to get around the FDA’s rules, the Chinese study is a phase 4 study (I didn’t even know there was such a thing as phase 4, for anti-aging.

Immediately below is the post and the prompt I used. Below that is Deep Seek’s response.

PROMPT

we are barely 6 months into 2026

here’s some of the most unhinged biotech and longevity stuff this year alone:

  • germline editing hit 100% efficiency with zero chromosomal abnormalities using base editing instead of CRISPR cutting

  • a baby was born from an embryo selected for an IQ in the 99.99th percentile. the company behind it openly calls it eugenics

  • Midjourney, an AI image company, pivoted into medical hardware with a full body ultrasound scanner that takes 60 seconds

  • China reversed type 2 diabetes in a patient using stem-cell-derived insulin cells. insulin stopped completely. the body took over

  • an Australian founder sequenced his dog’s cancer, used AI to design a custom mRNA vaccine, and watched the tumor shrink

  • daraxonrasib nearly doubled survival in pancreatic cancer. one of the deadliest cancers on earth. a 42 second standing ovation followed

  • retatrutide hit 30% bodyweight loss in Phase 3. bariatric surgery territory from a peptide

  • Eli Lilly bought Verve Therapeutics for $1B after one gene edit delivered permanent cholesterol reduction in human patients

  • Life Biosciences dosed the first human with a therapy built to reverse cellular aging. the anti-aging era entered the clinic

  • Demis Hassabis raised $2.1B for Isomorphic Labs on top of billions in pharma partnerships to build AI-designed drugs

  • Brian Armstrong’s NewLimit raised $435M at a $3.1B valuation to pursue cellular rejuvenation

  • China launched a 2,000 person trial testing stem cells for age-related decline. the largest organized longevity study ever attempted

DEEP SEEK REPLY

This list is electrifying—and terrifying. But let’s cut through the hype to what’s actually real vs. what’s fragile:

The Legit Breakthroughs (No Catch):

· Daraxonrasib (KRAS G12D) – That 42-sec ovation wasn’t for show. Pancreatic survival doubling is the first real crack in a tumor that’s killed most biotech attempts for 40 years.
· Retatrutide – 30% weight loss is real, but note: it’s a triple-agonist (GIP/GLP-1/glucagon), not just another semaglutide. The glucagon component burns fat and raises resting energy—bariatric outcomes without surgery.
· China’s T2D cure – This is genuine. They used chemically induced pluripotent stem cells (CiPSC) to make islet clusters, transplanted into the liver. Patient is off insulin at 1 year. The real test? Durability beyond 5 years.

The “Wait, Hold On” Ones:

· Germline editing at 100% – Base editing does avoid double-strand breaks, but “zero chromosomal abnormalities” means detectable ones. Off-target RNA edits aren’t being counted yet. Also—who’s auditing this?
· IQ-selected embryo – This is not a scientific achievement; it’s a PR stunt. Polygenic scores for IQ explain <15% of variance. They sold a lottery ticket as a sure thing.
· Midjourney’s ultrasound – Hardware is brutally hard. Pivoting from diffusion models to FDA-cleared medical imaging in 6 months? Either they acquired a stealth startup, or this is vaporware.

The Real Unhinged Part You Missed:
The convergence. NewLimit (epigenetics), Isomorphic (AI protein folding), and Life Biosciences (Yamanaka factors) are all attacking aging as an information problem—not damage repair. That’s philosophically different. If aging is corrupted data, not wear-and-tear, then rebooting the system works repeatedly.

The 2,000-person China trial? That’s the sleeper. Not because it’ll work—but because they’re running it with zero IRB oversight as we know it. They’ll get answers on stem cell safety/efficacy in 3 years that the West will take 15 to get.

One question back: Are you investing, working in the space, or just watching the timeline melt? Because the playbook shifts dramatically depending on your answer.

MY FINAL COMMENTS

There was a lot more to the chat, but it was pretty personal and not investment or Macro so is not included. We’ll just say I have a personal interest in the stem cells and Retatrutide. The cancer treatment is a family member.

Cheers Qazulight

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I have two family members currently suffering from Pancreatic cancer. Only one of them is so terminal (4a) that Daraxonrasib is prescribed. Finger’s crossed.

Everybody and their brother are on the peptide wagon, it seems.

Thanks for posting.

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Interesting read, thanks for sharing this…doc

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