I feel like we will see some awesome advancements in healthcare from AI soon.
AI impact feels a bit less extraordinary in my day to day. Then you see the robotaxis. Then you see the Optimus stuff. The defence applications. Its coming for drug development and more tangible healthcare outcomes soon. Could be in healthcare insurance optimisation in the old traditional healthcare stuff. Could be in drug development and timelines in the newer biotech things. Its coming, and it will come faster than I expect. Nothing here is outrageous. Pharma can bring drugs to market faster than ever and have some of the largest TAMs. Take my money and sell me more drugs.
Few boxes and squiggly lines makes me think the rotation has begun.
NVO bottoming recently was a good sign. Consolidation in Cathy's ARKG around $30 gives me some confidence too. Trends look favourable. 
LLY 's yo yo ing but recent stability above $1000 makes me feel good too.
AI impact feels a bit less extraordinary in my day to day. Then you see the robotaxis. Then you see the Optimus stuff. The defence applications. Its coming for drug development and more tangible healthcare outcomes soon. Could be in healthcare insurance optimisation in the old traditional healthcare stuff. Could be in drug development and timelines in the newer biotech things. Its coming, and it will come faster than I expect. Nothing here is outrageous. Pharma can bring drugs to market faster than ever and have some of the largest TAMs. Take my money and sell me more drugs.
Few boxes and squiggly lines makes me think the rotation has begun.
NVO bottoming recently was a good sign. Consolidation in Cathy's ARKG around $30 gives me some confidence too. Trends look favourable. LLY 's yo yo ing but recent stability above $1000 makes me feel good too. 
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.