MEDP directional thesis
A pure-play clinical-trial CRO climbs as AI multiplies drug candidates and the work of running and approving trials becomes the real chokepoint, with the stock already beaten down on the opposite fear.
“I actually worry more about the drug approval process where I think AI models are going to greatly accelerate the rate at which we discover drugs and just the pipeline will get jammed up, like the pipeline will not be prepared to, like, process all of the stuff that's going through it.”102:28claim_id
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