Peptides Are Claude Code For Your Body

2026-03-04 · 3 company · 2 thematic

sentiment

3 bull0 bear0 neu

speakers

antonio linares

Antonio Linares runs a concentrated six-stock portfolio plus micro investments, focusing on 'singularity scalers' — companies with proprietary data moats that compound value via AI scaling laws. He bought Palantir at ~$7, held through 2022-2024 drawdowns, and teaches a course on modern value creation processes. His framework emphasizes betting early on extraordinary companies, holding forever, and learning from concentrated mistakes.

quote

“The other company that I was talking about that I initiated a position in on January the 1st 2026 is immunity bio. They have a drug called antiva which is a super agonist of the 15 receptor... I actually have a position here in immunity bi…”

—antonio linares

now playing · $IBRX

$IBRX···bullish· high· posantonio linares

ImmunityBio's Anktiva platform enables engineered NK cell therapies across oncology and infectious disease

Anktiva (IL-15 superagonist) expands and sustains NK cells, enabling a platform to engineer NK cells that overcome tumor evasion mechanisms (MHC-I downregulation, PD-L1), with app…

$HIMS···bullish· highantonio linares

HIMS uniquely positioned with proprietary peptide manufacturing facility

HIMS is the only US telehealth company with a proprietary peptide manufacturing facility, vertically integrated into a patient-centric healthcare value chain, positioning it to ca…

$LGVN···bullish· mediumantonio linares

Longeveron's Lomecel-B shows hippocampal volume growth in Alzheimer's Phase 2a

Lomecel-B, a mesenchymal stem cell from young bone marrow, restores blood-brain barrier integrity, clears amyloid plaques, increases hippocampal volume, and reduces neuroinflammat…