PERSON DIRECTORY
Patrick O'Shaughnessy
Host of Invest Like the Best. Patrick O'Shaughnessy appears in 95 indexed conversations across Invest Like the Best, David Senra, Sohn Conference Foundation. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
GLP-1s, Peptides, and The Trillion-Dollar Health Revolution
Patrick O'ShaughnessyAlex Karnal
GLP-1s exceeding $100 billion in annual revenue provide commercial proof for a potential trillion-dollar reduction in healthcare spending, shifting the opportunity from novel medicines to access, cost, and compliance.Price elasticity, longer dosing intervals, and oral delivery are rapidly expanding demand, while PCSK9 persistence and early cancer detection remain catalysts constrained by silent disease and false positives.
Dinakar Singh - A Father’s Call To Action - [Invest Like the Best, EP.428]
Patrick O'ShaughnessyDinakar Singh
Singh’s daughter’s SMA turned investing into a race for research capital, leading to three parallel programs that all became approved drugs.Shared testing, natural-history evidence, and coalition-building accelerated approval, while regeneration and affordable access remain the next unresolved challenges.
Tal Zaks - Bridging Science, Medicine, and Returns - [Invest Like the Best, EP.406]
Biotech returns still depend on capital required, time to proof, and two unknowns: whether biology is disease-relevant and whether a drug can alter it safely in the right tissue.Moderna shows the platform mechanism: mRNA generated neutralizing antibodies against eight viruses before COVID-19, while its personalized skin-cancer vaccine cut recurrence about 50% in randomized phase 2.AI can accelerate discovery, but clinical testing, reimbursement, deployment economics, and ethical questions around lasting DNA changes remain the constraints investors must monitor.