The Booming Business of Chinese Peptides

Bullish

• $PEPTIDES— Peptide use is expected to explode due to massive cost arbitrage opportunity where consumers can get the same semaglutide for $200 instead of $1,200, representing an 83% cost savings that will drive widespread adoption

  • “I think peptide use is going to explode. I mean, as soon as people realize that I can be paying $200 for the same semaglutide that I am currently getting for $1,200 I find it very hard to imagine that that is not going to explode.”

    Jasmine·24:22Hear it
• $BIOHACK— San Francisco is embracing its identity as a hub for experimental therapeutics and frontier technology, positioning itself as a place free from regulatory deceleration, which could benefit biohacking companies

  • “I think San Francisco is really leaning into its identity these days of we are kind of gonna be the place that is not sort of suffering under the regulatory decelerationist burden”

    Jasmine·11:26Hear it

Bearish

• $PHARMA— Traditional pharmaceutical companies face structural threats as they won't invest hundreds of millions or billions in FDA trials for peptides due to commoditization and lack of profit potential

  • “No company is going to want to invest like $100,000,000 $1,000,000,000 in getting it through the like excruciating FDA trial process.”

    Jasmine·15:18Hear it

Not investment advice.