Designing the Modern Health Stack | Alex Karnal

In this episode of Invest like the Best, we're joined by Alex Karnal, founder of Braidwell and one of the sharpest minds in biotech investing. Alex believes we are entering a trillion-dollar health revolution — one driven by GLP-1s, preventive medicine, AI-powered drug discovery, and a new model for how people take control of their health. We cover why GLP-1s may be the first real proof that medicine is shifting from reactive care to proactive prevention, why oral drugs could unlock massive adoption, and how a modern “health stack” could add years to our lives. We also discuss PCSK9 inhibitors, Alzheimer’s, cancer screening, peptides, citizen pharmacology, and the future of AI in medicine. This is a fascinating look at where healthcare is going and what it could mean for all of us. Please enjoy this conversation with Alex Karnal. TIMESTAMPS: 0:00 Intro 1:00 The State of Modern Medicine 5:00 Designing the Modern Health Stack 12:17 The GLP-1 Inflection Point 19:18 The Biological Mechanisms of GLP-1 30:36 Overcoming Frictions in Healthcare 34:19 Cardiovascular Disease 44:04 Addressing Alzheimer's 47:04 The Future of Cancer 57:33 Drug Discovery 1:05:25 AI and Scientific Super Intelligence 1:14:40 Citizen Pharmacology and the Peptide Movement 1:18:13 Background and Career Journey 1:31:09 Braidwell's Investment Approach 1:33:30 The Kindest Thing #Biotech #Healthcare #Investing #GLP1 #Longevity #Medicine #ArtificialIntelligence #DrugDiscovery #VentureCapital #HealthStack Presented by Ramp: https://ramp.com/invest Sponsored by Vanta, WorkOS, Rogo, and Ridgeline: https://www.vanta.com/invest https://workos.com/ https://rogo.ai/invest https://www.ridgelineapps.com/ ****** Patrick O'Shaughnessy is the CEO of Positive Sum. All opinions expressed by Patrick and podcast guests are solely their own and do not reflect the opinion of Positive Sum. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Clients of Positive Sum may maintain positions in the securities discussed in this podcast. To learn more, visit psum.vc

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