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7,000 + rare diseases, but < 10 % have an FDA-approved therapy. everyday medicines return 16 % gross margin orphan-drugs routinely clear 80 %+ median launch price for new U.S. drugs went from $180k/patient/year in 2021 to $370k/patient/year in 2024 72 % of those launches carried an orphan designation. why the gap, and why the pricing? 1. even when an old compound is already derisked, tedious dossier/approval processes, CMC changes, and payor evidence is slow and expensive, costs that get capitalised into price. 2. boardrooms stare at spreadsheets showing just a few thousand eligible patients; the only path to recoup R&D and commercialization overhead is a six-figure list price. 3. exclusivity means companies can own the right over drug distribution for a given time, letting manufacturers treat price as a lever rather than an outcome of market forces. so yes, there’s a price-gouging conversation to be had. but any fix has to start by attacking the structural friction that makes “approved but unavailable” the norm for 90 % of rare diseases, and by creating lower-cost pathways that still leave room for viable returns on genuinely novel science, while delivering existing and life saving medicine to those with nothing else to fall back on. they deserve treatment, and processes need to change.

any regulated industry will lead to heavier dilution during funding rounds; but if the problem matters more than the gain, and you truly want to see change happen - be ok exiting w 5% , and be ready to be replaced

market is flooding with ai wrapper tools

never hesitate to send that message they don’t respond - “hey, might’ve gotten lost in your inbox” no response again, that’s fine. lack shame and never take anything personally. takes one yes

not building b2c; j something interesting i was thinking on general standard when building for everyday users —> make your product intuitive/solve a real problem. but i think a new standards here —> make the user feel accomplished. its why vibe coding platforms worked so well. everyone has dreams. so in the context of ai, if you can make someone a dj, a musician, an artist, a film creator, influencer etc. - and the ease the process so much they feel invincible - thats a great product. idk

we need more orphan drug revivals, we need more regulatory approvals, we need more movement. ai is going to transform the speed at which regulated industries bring groundbreaking products to market.

my dad raised me to always think for myself and never impose the limitations society tries to project onto you. we are in interesting times, but no matter who you are - opportunity is within reach. the time is now to build and foster relationships.

cooking

open ai browser is not j coming for google, it’s amazon too. not like prime can imagine an “open shop” of sorts where users can just upload what they want and it’ll give them a bunch of direct options to buying it through other suppliers. for instance sellers connect an open ai shopping api to their stores/shopify deal and gpt 5/another model scans the internet for exact matches. or describe something you want etc., or it could be on your phone while someones scrolling tiktok, see something they want on a creator, and calls in the ai to find it. etc. point is they’re looking to penetrate multiple verticals and people don’t even realize it. end if the day lock-in is the goal.

sunday still ends in day so I’ll be locked in today as i would any other day

dormant breakthroughs stay shelved because agencies and applicants speak different data dialects, im building a universal translator and opportunity interface. every regulated industry deserves timely gtm.

if you don’t know at least one person in the industry you’re trying to break - get out there; irl or save your time

smalltown boy bronski beat is my favorite song

also bitchat beta, not seeing a lot about it on my timeline but I’m excited. no cell service communication via bluetooth.

LOCK-IN in is the goal for ai companies as I’ve been saying. openai is moving exactly how they should going for an ai browser. llm companies are racing to be indispensable to the user. that is created through the memory functions.

Riquiquí;Bronze-Instances(1-100) arca is so innovative, new layer applied to each instance and compounding. so good hehe

market is flooding with ai wrapper tools

7,000 + rare diseases, but < 10 % have an FDA-approved therapy. everyday medicines return 16 % gross margin orphan-drugs routinely clear 80 %+ median launch price for new U.S. drugs went from $180k/patient/year in 2021 to $370k/patient/year in 2024 72 % of those launches carried an orphan designation. why the gap, and why the pricing? 1. even when an old compound is already derisked, tedious dossier/approval processes, CMC changes, and payor evidence is slow and expensive, costs that get capitalised into price. 2. boardrooms stare at spreadsheets showing just a few thousand eligible patients; the only path to recoup R&D and commercialization overhead is a six-figure list price. 3. exclusivity means companies can own the right over drug distribution for a given time, letting manufacturers treat price as a lever rather than an outcome of market forces. so yes, there’s a price-gouging conversation to be had. but any fix has to start by attacking the structural friction that makes “approved but unavailable” the norm for 90 % of rare diseases, and by creating lower-cost pathways that still leave room for viable returns on genuinely novel science, while delivering existing and life saving medicine to those with nothing else to fall back on. they deserve treatment, and processes need to change.

never hesitate to send that message they don’t respond - “hey, might’ve gotten lost in your inbox” no response again, that’s fine. lack shame and never take anything personally. takes one yes

not building b2c; j something interesting i was thinking on general standard when building for everyday users —> make your product intuitive/solve a real problem. but i think a new standards here —> make the user feel accomplished. its why vibe coding platforms worked so well. everyone has dreams. so in the context of ai, if you can make someone a dj, a musician, an artist, a film creator, influencer etc. - and the ease the process so much they feel invincible - thats a great product. idk

sunday still ends in day so I’ll be locked in today as i would any other day

next time you meet a model ask them about the worst model apartment they’ve been in you’ll be shocked to hear the conditions they’re put in; the exploitation is laughable

we need more orphan drug revivals, we need more regulatory approvals, we need more movement. ai is going to transform the speed at which regulated industries bring groundbreaking products to market.

my dad raised me to always think for myself and never impose the limitations society tries to project onto you. we are in interesting times, but no matter who you are - opportunity is within reach. the time is now to build and foster relationships.