Episode 913: AI is Already Profitable. Buy. Micron Stock, Abbvie, Cerebras CBRS Stock Analysis

**Martin Shkreli** (0:00)
We're dunking on some peptide bros today. The FDA, the FDA is refusing to approve these drugs without any evidence. You know what? I'm going to write a letter. I'm going to write a letter to the FDA, because it's a federal register, right? I'm like Karen right now. I'm going to write a letter. Abbevax, up 35%. Hopefully, all you Abbevax enjoyers are long and having fun. Okay. Dear advisory committee, the suggestion that BPC 157 should be added to any list, authorization list, is without merit, without suggesting or without reference to the Pandora's box, adding any unauthorized compounds for prescription to the will create. We, I will examine why BPC 157 specifically is a compound which the FDA should demand or research on prior to any authorization. BP 157 is a 15 mer peptide, not modified in any way. 15 mer peptide, which is particularly, you know, I'm going to do some experiments on it myself. Crone to metabolic degradation by proteases and polymerases. It's subcutaneous injection of BPC157, has a likely serum half-life of less than one minute. While a 15 mer peptide could theoretically be biologically relevant, it's more likely, given that no mechanism of action has been suggested for BPC157. Target engagement is opaque. Putative target engagement is opaque. We also have no idea on dosing of this seemingly random molecule. I'll have to adjust this later. BP507, the vast majority of BP157 publications come from the Serbian lab, or Croatian lab? It's Croatian lab of Dr. What's-his-name. These publications are almost all preclinical and published in low-quality journals. Indeed, over 30 years, Dr. P has polluted the scientific literature with meaningless and irreproducible papers.
We strongly urge the FDA resists the temptations of the peptide bros who feel that pharmaceuticals, biopharmaceuticals, are a try-before-you-buy or Reddit try-before-you-buy industry, where Reddit replaces the double-blind placebo-controlled study. Really, the BPC-157 people are better served as lab animals, would better serve as lab animals for acute and chronic toxicity trials, including euthanasia and histopathology. Dare me to publish it? Dare me?
Brighten the Federal Register, baby. My YouTube is kind of funny. Bobby Schmurda, Rick Ross, Quantum Mechanics, and Jensen Wong.
It's the same scarface, right? Palutet. My studio is not exactly ready yet. The high quality studio we have here with a tremendous producer. All right. Yeah, so Abbvie Vax is trading all over the place, but pretty huge return from yesterday, obviously.
You know, I said, you know, I wasn't going to chase it. I didn't chase it, but I should have chased it. It's up 34% now. Where have I been working? Working, what do you think? Well, if you know, you know, Abbvie Vax 10 billion market cap now. So it's sort of assuming twoish in peak sales. It'll probably do five to ten in peak sales. So there's still a double or even a quadruple. But, you know, the upside has gone less relevant. And remember, you have to, you know, kind of wait it out a little.
You know, it's not like it's going to happen again. Alpha happens tomorrow. So I love it, Vlad. The catabolism, catabolically degraded to constituent amino acids, which then are recycled, some of which become ATP, others amino acid pool. The peptide bros are like, see, sounds good, bro. I think it would have to be more than four to five billion in peak sales. You could do 10 billion in CD and just Crohn's and UC.
But yeah, it's like, you know, just not that perfect, you know. If IR is not responding, you just try to get in contact with senior management, write a letter to the company.
Really nothing you can do until you, you know, maybe file a 5% ownership statement if you can buy 5% of the company.
It depends on if it's a big company or a small company. Wow, Bitcoin 58,500. Yeah, the problem with all stocks, you know, biopharm included is the market may not get excited about what you see. You see 5 billion, no pun intended, ulcerative colitis. You see 5 billion in revenue. But, you know, if the market says, well, there's no catalyst for a year, launch is going to happen a year from now. So what's going to happen between now and then? You know, why would big pharma step in now and pay 15 billion for it? I mean, clearly they should, but, you know, what do you, how do you know they're, you know, how do you know when they're going to do that? And people get tired, stock drifts down, then one day you wake up, it's 150 bucks or 180 bucks. And that was it. Oh yeah, we're going to spend more time on SLS today. You think Cerebras is the key to AI actually being profitable? Yeah, I don't know about that. I know it well. I'm short the stock. No DM from Ami. Mark, it's very treacherous right now, man. Sometimes in the morning, my voice is deep, and sometimes later it's high. AI is profitable right now. What about AI will never be profitable? What do you think of Dropix making 50 billion in revenue from? 50 billion dollars in revenue. Oh, that sucks. Who needs 50 billion revs? Yeah, sale her might go to the same jail. Yeah, they have actual profits. It's a brand new company.