Rob pfp
Rob
@rsarrow
regeneron just built the first closed loop for drug discovery. think amex, but for life sciences full stack - data - relationships - execution target discovery to side effect mapping to repursing, all in one system. basically genetics is both signal and switch here. amex did it in fast, transactional domain where regeneron is doing it one of the slowest, messiest and highest stakes arenas we have. FUD is not just defensible, its a multi decade margin in an $8T market with no real competition on the full loop... https://x.com/23andMe/status/1924455650282639681
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