Alex Karnal - The Trillion-Dollar Health Revolution - [Invest Like the Best, EP.467]

“What gets me fired up about that is not necessarily this once-in-a-decade $100 billion revenue opportunity that exists within GLP-1s. What gets me fired up is that it's actually the first commercial proof that we are ready for what I think we're going to look back on in time as a once-in-a-lifetime trillion-dollar revolution in all of public health.”

“What a health stack looks like has a couple of different elements to it. It has elements of offense and defense... To me, the five key layers are lipid optimization, its cardiometabolic health, it is neurocognitive health, it is inflammatory health, and our blood pressure.”

“I think one of the things a lot of people don't appreciate when I meet them and we start talking about where medicine is and what it can do is that incredible scientists have already cracked the code on most of the medicines we need to protect us from most of the diseases that will claim most of our lives.”

“And we have medicines today, whether they're statins, the PCSK9 inhibitors, that can do wonders to reduce our level of cholesterol. And most middle-aged men and women walking around have somewhere between a 30% and a 50% probability of having a heart attack and a stroke... we have the medicines that exist that can help us to dramatically lower that risk to sub 10%.”

“The reason that those sales have exceeded our expectations is people are taking into their own hands their future. People are basically voting with their feet saying, I'm done waiting to reactively go and treat myself for the diseases that I backward-lookingly manifest. I'm ready to go get after and help myself to live longest and fullest.”