· 供应链分析

看好HIMS与TEM结合布局个性化AI医疗,认为市场潜力巨大

涉及标的:

中文翻译

个性化AI医疗很可能是一个巨大的市场。没有人想早死。将 $HIMS 与 $TEM 结合具有巨大潜力。这里有一个GitLab CEO的例子:2023年,Sijbrandij被诊断出骨肉瘤;2024年7月,他宣布癌症复发了,尽管进行了多种治疗;到2024年底,他已经用尽了标准医疗方案的全部选择。没有选择接受死亡,Sijbrandij决定像构建GitLab一样将他的癌症作为一个工程问题来处理。他开始向ChatGPT输入大量的个人医疗数据,包括扫描结果、血液检测结果和组织样本数据。ChatGPT和AI在识别突变后提出了新的靶向治疗方案,然后确定如何攻击这些突变。在此基础上,他申请了未获批准、处于试验阶段的药物并获得了用药。这个方法奏效了。Sijbrandij用AI阻止并扭转了晚期预判。我们已经看到了这个成功案例( $TEM 明确列为他用于肿瘤批量RNA测序的合作伙伴)。最近也有一个人用AI治愈了自己的狗。如果你能够将 $HIMS(直销医疗分销网络)和 $TEM(个性化测序和AI治疗)结合成一个可扩展的产品,潜力是巨大的(尽管极具挑战性)。全球人口都是潜在市场。这类似于 $AXTI InP(磷化铟)在超大规模数据中心的情况:人们会不惜代价避免死亡(这就是瓶颈)。这只是未来医疗发展方向的一个缩影。

英文原文

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.

在 X 上查看原推 ↗