“Hims Is Disrupting the $1 Trillion Cancer Industry”

2026-03-02 · 2 company · 3 thematic

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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.

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“The primary end goal of the trial was to demonstrate that Galleri could meaningfully reduce prevalence of stage three and stage four cancers. Now, what happened actually is that they demonstrated a meaningful reduction in stage four cancer…”

—antonio linares

now playing · $GRAL

$GRAL···neutral· mediumantonio linares

Grail's Galleri test reduces stage 4 cancer prevalence despite NHS trial primary endpoint miss; revenue growing via self-pay demand

Galleri multi-cancer early detection test demonstrated meaningful reduction in stage 4 cancers in NHS trial but missed primary endpoint due to stage 3 increase; however, longitudi…

$HIMS···bullish· high· posantonio linares

Hims integrates Grail's Galleri test into platform creating deflationary flywheel with AI-driven longitudinal biomarkers

Hims' integration of Galleri multi-cancer early detection test into its self-pay platform inverts cancer care unit economics by catching cancers earlier; vertically integrated inf…

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▶ 0:17 · $GRAL · “Hims Is Disrupting the $1 Trillion Cancer Industry”

episode briefing

Antonio Linares