🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 03-29 23:44:36时区推断·⟳ 抓取 06-03 20:42:57回填·⚡ 决策 06-17 17:32:56·132.2 天前
KOL畅想HIMS与TEM在AI个性化医疗领域的合作潜力
📄 原文Serenity↗ 原文
Personalized AI medicine will likely be huge. Nobody wants to die early. Combining $HIMS to $TEM has immense potential.…
不做 HIMS.US
纯KOL主观畅想两家公司合作，无实际公告或基本面催化剂，属于投资逻辑YY，不具备可交易的边际变化。
不做 TEM.US
纯KOL主观畅想两家公司合作，无实际公告或基本面催化剂，属于投资逻辑YY，不具备可交易的边际变化。
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原文全文
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Personalized AI medicine will likely be huge.
Nobody wants to die early.
Combining $HIMS to $TEM has immense potential.
Here's just one example with Gitlab's CEO:
> In 2023, Sijbrandij was diagnosed with osteosarcoma
> In July 2024, he announced the cancer had returned, despite multiple treatments
> By late 2024, he had reached the absolute end of standard of care medical options.
> Rather than accepting death, Sijbrandij decided to treat his cancer the same way he built GitLab as an engineering problem
> He began feeding ChatGPT massive amounts of his personal medical data from scans, blood test results, and tissue sample data.
> ChatGPT and AI made novel targeted treatments after identifying mutations, then how to attack them
> From there, he applied for unapproved, experimental drug and received it
> The approach worked. Sijbrandij managed to stall and turn around a terminal prognosis with AI.
We've seen this success story with Gitlab's CEO ( $TEM was explicitly listed the partner he used for the bulk RNA sequencing of his tumor ).
As well as someone curing their own dog with AI recently.
The potential if you can combine $HIMS (DTC distribution network) and $TEM (Personalized sequencing and AI treatment) into a scalable product is massive (though extremely challenging).
The entire human population is the TAM.
And similar to the $AXTI InP situation with hyperscalers:
People will pay anything to not die (bottleneck). This is just a hint into where the future of healthcare is heading.
Nobody wants to die early.
Combining $HIMS to $TEM has immense potential.
Here's just one example with Gitlab's CEO:
> In 2023, Sijbrandij was diagnosed with osteosarcoma
> In July 2024, he announced the cancer had returned, despite multiple treatments
> By late 2024, he had reached the absolute end of standard of care medical options.
> Rather than accepting death, Sijbrandij decided to treat his cancer the same way he built GitLab as an engineering problem
> He began feeding ChatGPT massive amounts of his personal medical data from scans, blood test results, and tissue sample data.
> ChatGPT and AI made novel targeted treatments after identifying mutations, then how to attack them
> From there, he applied for unapproved, experimental drug and received it
> The approach worked. Sijbrandij managed to stall and turn around a terminal prognosis with AI.
We've seen this success story with Gitlab's CEO ( $TEM was explicitly listed the partner he used for the bulk RNA sequencing of his tumor ).
As well as someone curing their own dog with AI recently.
The potential if you can combine $HIMS (DTC distribution network) and $TEM (Personalized sequencing and AI treatment) into a scalable product is massive (though extremely challenging).
The entire human population is the TAM.
And similar to the $AXTI InP situation with hyperscalers:
People will pay anything to not die (bottleneck). This is just a hint into where the future of healthcare is heading.
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