00:09:23 · Robin Guo, Ruby Justice Thelot
[00:09:23] S0: Interesting question. I think in a few... Well, it really depends on what happens after Trump and what the FDA's perspective is. So I think there's a lot of regulatory gray area right now. So it'll kinda depend on that. But I think in four to five year... So I think GLP-one will continue to grow. Like right now it's a $90,000,000,000 market and it's just gonna grow like 15, 20% year on year. I think once we have new modalities of like oral pills, patches, nasal sprays, that sort of stuff, more people will be open to it. And I think that's gonna blow the peptide market like apart and people are gonna try different types of peptides. Hopefully people do more research. So usually a compound in typical biopharma takes like eight to ten years to get to market. But hopefully some of these things can be a little bit accelerated. Like for instance, the COVID vaccine, obviously that was emergency use that took like under a year to get to market. So I think this is quite different, but hopefully within like three to five years, this will be much more widespread, but in a more regulated way too. I think it's good that there's more regulation so that people get like, high quality compounds. Right? Because you don't know. Sometimes you buy... Like, if people are buying on web [00:10:34] S1: dark web.
00:10:34 · Ruby Justice Thelot, Robin Guo
[00:10:34] S1: dark web. [00:10:35] S0: Yeah. Well, the the China... Some of the Chinese ones are actually pretty good. Alright. But then, you know, if you're buying from India, if you're buying from, like, South America, like... Or if it's been, like, it hasn't been tested. If it's some random Chinese facility. [00:10:47] S1: Alright. Where can we find out where to buy the best underground dark web Chinese peptides? I'm just kidding. We're live. We're live. So whatever you say here, we'll get
00:10:47 · Ruby Justice Thelot, Robin Guo
[00:10:47] S1: Alright. Where can we find out where to buy the best underground dark web Chinese peptides? I'm just kidding. We're live. We're live. So whatever you say here, we'll get [00:11:14] S0: I think it's more regulation and more research. And then also probably more AI tools. So I think the AI tools are pretty good now at identifying like, hey, we have this target of what we want to do. Like, you know, there's all these people on Twitter experimenting with various personalized cancer medicines for their animals and things. So it's very good at identifying targets. We can be like, Oh, hey, this new peptide might be able to do this thing. I think we need more regulation around how are peptides being prescribed right now. Cause a lot of them are basically going through these med spas and kind of like gray market And I think it's good to have safety to make sure that whatever you're putting in your body is well researched, well documented. And I think it does take, like for us, we're going through the typical kind of preclinical trials. So it involves, we do rat testing, we do toxicology tests, we do some monkey testing, and then if all those pass, then we do a clinical test in Australia usually. And so then you prove like, hey, this is like safe to do, put it into people in like a very controlled environment. And then from there you can go after like different types of routes.
00:11:14 · Robin Guo, Ruby Justice Thelot
[00:11:14] S0: I think it's more regulation and more research. And then also probably more AI tools. So I think the AI tools are pretty good now at identifying like, hey, we have this target of what we want to do. Like, you know, there's all these people on Twitter experimenting with various personalized cancer medicines for their animals and things. So it's very good at identifying targets. We can be like, Oh, hey, this new peptide might be able to do this thing. I think we need more regulation around how are peptides being prescribed right now. Cause a lot of them are basically going through these med spas and kind of like gray market And I think it's good to have safety to make sure that whatever you're putting in your body is well researched, well documented. And I think it does take, like for us, we're going through the typical kind of preclinical trials. So it involves, we do rat testing, we do toxicology tests, we do some monkey testing, and then if all those pass, then we do a clinical test in Australia usually. And so then you prove like, hey, this is like safe to do, put it into people in like a very controlled environment. And then from there you can go after like different types of routes. [00:12:16] S1: Fascinating. Okay, let's zoom all out. For people who see this big trend in consumer biotech, but don't totally understand whether it's safe, whether it's good for us, what would you tell them? Why is consumer biotech important?
00:12:32 · Robin Guo
[00:12:32] S0: I think it's important to be educated about your health and have control over your health. And so I think that's what a lot of my fellow colleagues are doing over at Superpower and Function and a bunch of other, where we're like, hey, now we have all the tools to understand what your personalized health should be, right? Everything from, now it's very easy to get a blood test and understand like, oh, here are all my biomarkers, here's my cholesterol, here's my blood sugar, here's all these various things and figure out like, hey, what are the things that I want to do to make myself healthier? And I think we're also moving away from just treating acute disease to doing improvement. So what I mean by that is before, most of medicine is like, oh you got sick. Or like, You got some disease, you got some virus, like let's treat that. Or like, You got cancer, we need to treat that. Right? Now I think, you know, one of my friends Isaac at Capable is also working on this. Like now we're moving towards like things that could actually make you better. Right? Like maybe you will sleep better. Maybe you will grow more muscle. So like they're researching this compound called amylin, which is involved in muscle growth. So maybe we'll go around and we'll all be like jacked in like five years, right? Where we have GLP-1s plus amylin and it basically makes us jacked. So I think we're moving towards a world where you have more choice, you have more data and you have more choice. And so I think it's good for people to be educated and have the freedom to choose like, hey, what are the things that I wanna do that could make me a healthier and happier human?
00:14:02 · Ruby Justice Thelot, Robin Guo
[00:14:02] S1: I love that. What's something you think will be true in a year from now when it comes to people's consumer behaviors around using things like peptides or different types of drugs that isn't true today? [00:14:16] S0: Oh, interesting. In a year. You guys pretty quick. [00:14:19] S1: Year is pretty quick. Fine. We can do a decade. [00:14:22] S0: A decade? I'm like, people, it's hard to change people's perception on it. [00:14:28] S1: Fine. Fine. Fine. [00:14:29] S0: Even ChatGPT has like what, 1% penetration [00:14:32] S1: in Exactly. The That's crazy. When you saw the S1 report from Anthropic and you're like, what? It's this little. [00:14:39] S0: Yeah, we just live in a bubble in S [00:14:40] S1: I I keep thinking the future is already here, but it's just not evenly distributed. Yeah. [00:14:44] S0: It does. I mean, you guys report on the singularity. Right? Singularity is very true. [00:14:48] S1: Exactly. Alright. What will be true in a decade from now that's not true today?