AK

Alex Karnal 5.0 9 ideas

Partner, Andreessen Horowitz
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— winrate (30d)  ·  — W / — L  ·  6 positions (30d)
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Recent positions
TickerDirEntryP&LDate
LLY LONG $921.34 Apr 21
NVO LONG $40.24 Apr 21
XBI LONG $138.00 Apr 21
BIIB LONG $187.50 Apr 21
EXAS LONG 2.21 EUR Apr 21
GH LONG $91.99 Apr 21
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NVO 1 ideas
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EXAS 1 ideas
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▶ YouTube Designing the Modern Health Stack | Alex Karnal
GLP-1 drugs are a massive revenue opportunity.
GLP-1 medicines are showing unprecedented adoption and have the potential to be a hundred billion dollar annual revenue class, representing the first commercial proof of a shift to proactive health. They address multiple layers of the health stack, including cardiometabolic health, weight loss, and cardiovascular risk reduction, with oral formulations and lower prices driving further adoption.
LLY NVO HIGH ILTB Podcast Apr 21, 12:00
Alex Karnal
Partner, Andreessen Horowitz
▶ YouTube Designing the Modern Health Stack | Alex Karnal
PCSK9 inhibitors are a free lunch for heart health.
PCSK9 inhibitors are a nearly free lunch for cardiovascular protection, lowering LDL cholesterol by 50% and reducing heart attack and stroke risk by over 20%. They have the potential to be bigger than GLP-1s in terms of patients and revenue because of their favorable risk-reward profile and the silent nature of high cholesterol.
XBI HIGH ILTB Podcast Apr 21, 12:00
Alex Karnal
Partner, Andreessen Horowitz
▶ YouTube Designing the Modern Health Stack | Alex Karnal
Alzheimer's drugs from Biogen and Lilly are promising.
Anti-amyloid medicines from Biogen and Eli Lilly can break up plaques in the brain and, if given early, could dramatically slow cognitive decline. Data expected later in 2025 may show that early intervention could reduce decline by 40-50% or more.
BIIB HIGH ILTB Podcast Apr 21, 12:00
Alex Karnal
Partner, Andreessen Horowitz
▶ YouTube Designing the Modern Health Stack | Alex Karnal
Cancer screening companies are growing rapidly.
Companies like Exact Sciences and Guardant Health are advancing colorectal cancer screening with stool-based and blood tests, respectively, making screening more convenient and increasing adoption. Blood tests are inflecting and multi-cancer early detection tests are emerging, which could lead to earlier cancer detection and better outcomes.
EXAS GH HIGH ILTB Podcast Apr 21, 12:00
Alex Karnal
Partner, Andreessen Horowitz
▶ YouTube Designing the Modern Health Stack | Alex Karnal
AI drug discovery companies speed up development.
AI is accelerating drug discovery by enabling more comprehensive hypothesis generation and robotic experimentation. Companies like Laya Sciences and Anaba can go from model to molecule in a month instead of years, and those with novel data generation capabilities will build a moat.
Laya Sciences Anaba HIGH ILTB Podcast Apr 21, 12:00
Alex Karnal
Partner, Andreessen Horowitz
▶ YouTube Designing the Modern Health Stack | Alex Karnal
Capstan's CAR-T therapy is highly effective.
Next-generation CAR-T therapies, such as those from Capstan, can be administered via IV without needing to extract cells, and they show dramatic efficacy in reducing tumors by 100% in a high percentage of patients for long periods.
Capstan HIGH ILTB Podcast Apr 21, 12:00
Alex Karnal
Partner, Andreessen Horowitz
Alex Karnal (Partner, Andreessen Horowitz) | 9 trade ideas tracked | NVO, LLY, XBI, BIIB, EXAS | YouTube | Buzzberg