Top Biotech Investment Picks & How AI is Transforming Healthcare

0:00This is an iHeart Podcast. Guaranteed Human Run a business and not thinking about podcasting? Think again More Americans listen to podcasts Then add supported streaming music from Spotify and Pandora And as the number one podcaster iHeart's twice as large as the next two combined Learn how podcasting can help your business Call 844-844-IHEART Biotech Biotech check-in We haven't talked about biotech in a while But, you know, in the age of AI And I thought it was interesting at NVIDIA when we spoke when we spoke with some of the people at the video we had a couple panels that uh some of the employees spoke on and um probably the number one thing that was talked about was medical okay yep probably for like over 20 minutes they had a detailed conversation about medical advancements and how their technology is going to change uh medicine as far as you know hospital experiences and inpatient visits, doctors, different things of that nature.

1:02They gave us a whole, a whole blueprint of how, you know, the medical industry will change because of artificial intelligence and their technology specifically and the things that they were working on when it comes to the medical field. Um, so that's one aspect of it, but, you know, biotech is a big industry. Um, so what's the biotech check-in? and i want to say off of that point for those who think the nvidia trade is done

1:32i just want to be very clear not just because i picked it and yada yada uh nvidia is like the black rock of ai i will say that we can talk about it more in detail but given how much they're investing into the space and how they have their partnership structure i think it's fascinating but on the biotech um side these are three that you can write down so you have the ETF side, IBB, great return. So if you don't want to have to guess which ones to invest in, you can just invest in a basket of them. Number two, Gilead. Gilead Sciences is an incredible company, has been through and through. And number three is one that's been a stock club forever and one that I don't talk about publicly and is outpacing a lot of companies year over year, and that's Amgen.

2:17I think Amgen is probably one of the greatest companies on the planet and one of the best run ones in the biotech space. And also NVIDIA and Lilly has their partnership. So it's a lot of exciting things with AI that's happening as a result. But if I had to put my money all on three, it would be IBB, Amgen, which has been a top pick in stock club forever, and Gilead Sciences. That would round out my top three. That's a solid three. That's a solid three. Obviously, we'll go Lilly. And I think, like you said, just sometimes things don't need to be explicitly explained to you it's like the implicit intrinsic value of what's being said and like you said when you sit there and you listen to engineers in the field of healthcare when it relates to ai and how the time frames that it takes to do things has just been shortened by technology right they talked about being doing genomes and how it used to take eight years and now they've got it down to four hours and like what's that going to be in the next three years.

3:14Does it take two? I mean, just insanity. So I would take a different three. I love your three. I just want to add and give people as much value as possible. So I have Lily, obviously, as one. I have Biogen. And this is interesting because when you hear Biogen, the ticker is B-I-I-B. This is one that focuses on specific things, right? So when I'm talking about in the world of biotech, do they dominate in a specific area, right? Like when we talk about GLPs, who's the dominant player in that? Like Biogen is a dominant in the neurodegenerative drugs, right? So we're talking about things that help treat Alzheimer's, things that help to treat Parkinson's disease.

3:59They are leaders in that. So Biogen would be one because I think the science that is going to prevail in the future will go into that space. How do we make things that were once not curable, now curable, right? how do we shorten the time for that uh and then i got a sleeper here man i watched the chart um and obviously knew the topic list here but vertex pharmaceuticals ticker brtx tx yeah another another one that if you look specifically at what they do and what they dominate at yeah is it an over leverage in a sense because they're dominant at one thing well we just talked about the riches are in those niches, right?

4:38And so they specifically focus on being dominant in the treatment and care of cystic fibrosis. That is their thing, right? They're not doing GLPs. That is their thing. That's been their thing. And they've dominated at that. And so when you, and this is a tricky, tricky sector when we're talking about biotech. We talked about this years ago. It can come and it can go. And it's tough to predict because science takes time. Cures take time. Treatments take time. testing trials, all those things factor in, pricing factors in. And so it's a tough sector to deal with, but I like the ones that dominate in specific things.

5:14And so Lily, obviously Biogen and Vertex all have different dominant features, different things that they do, but they're leading in those spaces. Yeah. They remind me a little bit of NVIDIA when AMD was in the lead, they were so good at one thing. Eventually you will see them branch out to others. Definitely a sleeper. and in this case the cream rises to the top like they've had some tumultuous years 22 was kind of tough but with this list vertex amgen biogen gilead like the cream rose to the top the players that were kind of on the fringes have died out so i i don't think you can go wrong with this list yes shout out to the chat they they got some of these in their portfolios already already yep okay but would these be would these be advisable investments no absolutely uh amgen is is one of the top performers in stock club stock club if you in uh in the chat put fire in chat if amgen has been performing well for sure amgen for sure ibb great exposure gillia would be third but if you just do ibb amgen and lily holy trinity holy trinity you think speed felt good what i shall speak portfolio for sure ibb uh amgen and lily together great combination great combination just shout out to um nvidia once again yeah they they definitely talked a lot about health care and i think that was the key takeaway at least for me was um you know they really hammered in that they're not they don't make anything they said that all right different times it's like we don't we don't make anything you know they're a software company they talked about that also like most people think they're a hardware company they're actually a software company and um so when you think of nvidia most people would think nvidia is a chip company but i look at nvidia as a medical company as a gaming company as a sports company as because it's every it's everything anything that you everybody anything you put their technology in that's what it is yeah so um medical industry they was very very enthusiastic about that spoke a lot about that so that should give you some insight if you're interested as far as where they're thinking about going they also spoke about robotics they also spoke about autonomous driving vehicles and they showed us their garage the autonomous driving garage so that's that's a few things that you guys might be interested in if they're if you're interested as far as some insight into the company.

7:46And shout out to Peter and Nas. You know, when we came back from NVIDIA, we had dinner with Nas, and we was talking about NVIDIA. We got to let that breathe for a second. Let that breathe for two seconds. Yeah, he been breezing over these things, so I was on the phone with Bill, you know, the other day. Hold on. Oh, yeah, that Nas? Yeah, that Nas. Okay, got you. That always is going to be pretty surreal. You walk into to the restaurant and it's not, what's up Troy? What's good? Let's go. Like, it's just, huh? What? Yeah. And he's one of the greatest investors, like hands down in this era. Like if you put his returns up against any VC firm, it's not talked about in that light, but he's outperforming majority of them.

8:31Well, the thing, and the reason why I said that is that the reason why, cause you know, obviously he's on a run right now. He's involved in a casino. You know, everybody's seen his investment portfolio, Yo, Mass Appeal arguably had the best year in rap as far as all the albums that they put out. But, you know, with him, he was just like, yo, damn, I got to learn about it. He's like, yo, next time y 'all got to take me, like da-da-da-da, like asking us questions. Like, yo, what was they talking about? What did they have? Like da-da-da-da-da. So I say that to say he's obviously an extremely successful person, right?

9:02That goes without saying. But he spent more time asking questions than talking. Talking. So if somebody like that, who's a legend, icon, can spend time asking questions, you got to be able to receive the information. And that's why this show is so, and his partner, Peter, he was like, he actually watches Market Mondays and implements on the information. So, you know, just at the highest level possible, people is paying attention and listening. so never take that information for granted. Please don't. Please don't. It was so dope because he references NVIDIA on the new album. When he heard that we went, he was like a sponge.

9:51Like, yo, word. He's like, I think I met the CEO once, man. He's a good guy. It was really surreal, man. Shout out to Nas, man. Somebody said Nasir Jones. There's only one Nas. Oh, there's two Nas. My son's name is Nas. Two Nas. This is an iHeart Podcast. Guaranteed human.