Opinion on state of medical advancement

Investment Analysis Clubs Macro Economic Trends and Risks
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Post from X. Ran it through GROK for verification.

I think I will be following this person at least for a little while. I find it interesting that he is out of Kenya.

@m_goes_distance

It’s genuinely insane how much progress biotech has made in the last 90 days:

  • Two years ago I watched Lucy Therapeutics shut down after 7 years and $42M from Bill Gates, never reached human trials. Last month DeSci crowdfunded €2.5M in 72 hours for Dr Barbacid cancer trials and went straight to human trials. Zero VCs and zero committees in the middle. And it’s not even about the money. The goodwill

  • Gene therapy cost $2-4M per treatment a year ago because manufacturing was artisanal and nobody was actually solving it. Now automation’s dropping costs toward $200. Turns out it was an engineering problem all along.

  • Just a year ago, the FDA wouldn’t touch longevity.
    In January 2026, first FDA-approved human trial reversing cellular age launched (ER-100). We’re testing age reversal in humans right now. Not mice.

  • Psychedelics stuck in regulatory hell for 50 years.
    In February 2026, Compass crushed Phase III for psilocybin in treatment-resistant depression.

  • In 2023, AI drug discovery was hype. $17B got invested, zero approved drugs.
    Early 2026, Ginkgo x OpenAI ran over 200k autonomous experiments, 36K of those were unique. Protein costs dropped by 40% and they’re already shipping commercially. Discovery timelines collapsed.

  • Just last year, FDA required full GMP pre-Phase 2, moved at 1950s speed. This quarter,we’re fast-tracking frontier therapies, relaxing requirements, launching pilots. Something shifted and the regulatory wall is cracking.

  • In 2024, clinical trials had to run in US at 2x cost, half the speed. Right now in Singapore and China running trials 50% cheaper, 2x faster. Companies routing around FDA entirely. The US model is optional.

I could keep going on with these, but you realize that the bottleneck was never the science. It was funding models, regulatory speed, manufacturing, geography etc

And most of them are breaking since last October.

Biotech has shed 30 years of broken infrastructure in 5 months and I can’t be more bullish.

bio/acc.

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One word of caution - Theranos.

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Ya beat me to it, @JLC . Oh the excitement here on TMF. The TMF pundit who used to write editorials was all over the Theranos generated hype….and the folk on the H&N board were super excited. Of course, the note of caution I sounded based on having .25 of a clue about the technology involved in accurate testing for the biomarkers that were promised was dismissed as close minded, official medicine thinking.

Oops

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Jack be nibble
Jack be quick
Jack jump over the candlestick

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I don’t think it is single company type thing. It is more like the confluence of technologies that came together around the time of the civil war that changed manufacturing and gave rise to steam ships, railroads and interchangeable parts.

The rate of innovation from things like adapting the periodic table, making tool steel, and advanced metrology gave rise to all the cool stuff from 1865 to 1950. This seems like we are hitting this situation now.

Cheers
Qazulight

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Its great to hear we have lots of good ideas out there and investors are willing to give them a try. They do say drug companies are more likely to acquire (and finance) a small company w a promising new technology. Rather than the old days when they did it all in house.

We also have a change in universities where scientists are encouraged to patent their inventions. Not exactly publish or perish. Universities find royalties from inventions an attractive source of funds. A big change from the days when academics bragged about doing noting of commercial value.

Still health is a risky business. Trials for approval can take years and cost billions. Stocks go up and down w rumors on results of the current trial. This adds to volatility. Health investing is not for the timid. Survival requires staying power.

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