Ep 36 - Adam May: The Bear Case on HIMS, GLP-1s, Legal Risk, and the Collapse of the Novo Deal
Hims House
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AI's Role in Medicine and Biotech Transformation
This chapter explores the implications of artificial intelligence in medicine and biotech investments, highlighting its potential to streamline information for investors and revolutionize drug development. The conversation also delves into the challenges of personalized medicine and the complexities surrounding peptides, discussing market positioning, legal aspects, and the impact on companies like HIMS. Ultimately, it questions the business model and valuation of HIMS within the pharmaceutical landscape.
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