Peptides Are Claude Code For Your Body

2026-03-04 · 3 company · 2 thematic

sentiment

3 bull0 bear0 neu

speakers

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

“We do know that HIMS is the only teleahalth company in the United States with a proprietary peptide manufacturing facility. We also know per the Q4 2025 earnings call that quite a bit of the capex went into research and development on the…”

—antonio linares

now playing · $HIMS

$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…

$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…

←

▶ 0:41 · $HIMS · Peptides Are Claude Code For Your Body

episode briefing

Antonio Linares