
Invest Like the Best
Alex Karnal - The Trillion-Dollar Health Revolution - [Invest Like the Best, EP.468]
April 21, 20261h 32m · 17,719 words
Show notes
My guest today is Alex Karnal. Alex is the co-founder and managing partner of Braidwell, a life sciences investment firm he built after spending 15 years at Deerfield Management. The frame we use throughout the episode is the health stack. Alex talks about how most of the diseases that will claim most of our lives are already addressable with medicines that exist today.
Highlighted moments
What people are maximizing for here is like how do I get on these things and then stay on them? So that to me was one of the big unlocks for 2025 was this idea that people want to protect themselves.
“because the reward is so asymmetrically favorable versus the risk because the earlier we can intervene with the accumulation of cholesterol in our body and keep that at bay the greater the likelihood is that we're going to get through the rest of our lives”
“the ai companies that i believe are going to be most set up for success are the companies that have incredible ai talent have access to significant amounts of capital and can combine both of them with a novel way by which they can generate science tokens that don't exist in the public domain”
“is no longer going to spend two-thirds of their career at the side of a bench pipetting all day long is going to have all that time back to point their energy and their enthusiasm their optimism towards trying to figure out how do i use the systems and machines that i have and point them in the right direction at the codes that we should be cracking”
Transcript
Transcript not available for this episode yet.
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