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alex cornell

T2 · manager / operator
8 calls·8 names·88% bull·last heard 4 months ago·Invest Like The Best
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$LLYEli Lillyposition

Eli Lilly's GLP-1 franchise proves trillion-dollar preventive health thesis with oral Wegovy accelerating adoption 4x

Oral Wegovy at $150/month is driving record adoption (300k new scripts/week vs 200k), proving massive price elasticity and consumer demand for preventive metabolic medicine; Lilly Direct digital channel now captures >50% of new patients, bypassing traditional sales model.

Invest Like The Best2026-04→
2ndhigh conviction
$LILA-SCIENCESLila Sciencesposition

Lila Sciences demonstrates AI-driven model-to-molecule in one month with automated robotic labs

Agentic AI systems combined with robotic automation are already compressing hit-to-lead timelines from years to months; closed-loop 'science factories' generate proprietary data tokens that create compounding moats toward scientific superintelligence.

Invest Like The Best2026-04→
3rdhigh conviction
$NVONovo Nordiskposition

Novo Nordisk's GLP-1 cardiovascular outcome data shows 20%+ risk reduction independent of weight loss

SELECT trial data demonstrates cardioprotective benefit beyond weight loss, confirming GLP-1s as foundational preventive medicine; compounded GLP-1 price elasticity (15-20% market share at half price) reveals enormous latent demand.

Invest Like The Best2026-04→

most discussed · click a bar to filter

recurring themes

8 total
$GH
···
Guardant Health
MEDalex cornell·Invest Like The Best·4 months ago· position
Guardant Health's blood-based Shield test inflecting as next-gen colorectal screening with superior commercial model
Blood test eliminates stool collection friction, enabling scale that stool tests cannot achieve; commercial inflection visible in recent data as physicians and patients adopt simpler screening modality.
"Guardant Health took it to the next step in terms of knowing that you can go after markers that would predict colorectal cancer, but recognizing that the commercial model around b…"
53:00
$BIIB
···
Biogen
LOWalex cornell·Invest Like The Best·4 months ago
Biogen's anti-amyloid Leqembi shows 30% cognitive decline slowing in late-stage Alzheimer's
Anti-amyloid antibodies (Leqembi with Eisai, donanemab with Lilly) demonstrate plaque clearance and modest clinical benefit in symptomatic patients; real opportunity lies in earlier intervention before irreversible neurodegeneration.
"today, we've got some amazing medicines that are both Biogen and Eli Lilly that if you are late in the disease progression of Alzheimer's, you can start to slow the decline. We ca…"
47:00
$LLY
···
Eli Lilly
HIGHalex cornell·Invest Like The Best·4 months ago· position
Eli Lilly's GLP-1 franchise proves trillion-dollar preventive health thesis with oral Wegovy accelerating adoption 4x
Oral Wegovy at $150/month is driving record adoption (300k new scripts/week vs 200k), proving massive price elasticity and consumer demand for preventive metabolic medicine; Lilly Direct digital channel now captures >50% of new patients, bypassing traditional sales model.
"In 2026, we now have an oral version of Wegovy... every week the oral version of Wegovy is setting record after record after record... it costs 150 dollars a month. And so now we'…"
19:00
$CAPSTAN
Capstan Therapeutics
MEDalex cornell·Invest Like The Best·4 months ago· position
Capstan's in vivo CAR-T achieves 100% tumor reduction in 70%+ patients without cell extraction
Next-gen IV-delivered CAR-T eliminates need for patient cell harvesting and manufacturing, enabling off-the-shelf cell therapy with dramatic efficacy in hematologic malignancies; potential to expand CAR-T beyond niche indications.
"companies like Capstan just just came up with the next-gen version of that where they can inject on an IV basis that can go go attack the cancer cells, you know, directly without…"
57:20
$LILA-SCIENCES
Lila Sciences
HIGHalex cornell·Invest Like The Best·4 months ago· position
Lila Sciences demonstrates AI-driven model-to-molecule in one month with automated robotic labs
Agentic AI systems combined with robotic automation are already compressing hit-to-lead timelines from years to months; closed-loop 'science factories' generate proprietary data tokens that create compounding moats toward scientific superintelligence.
"There there are companies like whether that's uh Lila Sciences, Enabla, these are companies that um you can basically ask the agentic system to develop you a molecule against a ce…"
71:40
$EXAS
···
Exact Sciences
MEDalex cornell·Invest Like The Best·4 months ago· position
Exact Sciences' Cologuard stool test proves commercial viability of non-invasive colorectal screening
Stool-based test with incredible predictive ability for colorectal cancer risk has established a growing market, validating the category for liquid biopsy approaches; colonoscopy avoidance creates massive addressable population.
"Exact Sciences has a stool-based test has incredible ability to predict um people being at risk of cancer... not only are both of those markets continuing to grow, but the blood t…"
53:00
$NVO
···
Novo Nordisk
HIGHalex cornell·Invest Like The Best·4 months ago· position
Novo Nordisk's GLP-1 cardiovascular outcome data shows 20%+ risk reduction independent of weight loss
SELECT trial data demonstrates cardioprotective benefit beyond weight loss, confirming GLP-1s as foundational preventive medicine; compounded GLP-1 price elasticity (15-20% market share at half price) reveals enormous latent demand.
"We've got compelling data right now at a Novo Nordisk over the last year that basically shows that by taking GLP-1 medicines, there is, you know, north of 20% reduction in our ris…"
31:00
$ENABLA
Enabla
MEDalex cornell·Invest Like The Best·4 months ago· position
Enabla's AI platform achieves model-to-molecule in weeks, validating in silico screening at scale
Alongside Lila Sciences, Enabla proves AI can systematically screen and design molecules against known targets in silico, replacing massive physical screens; early commercial validation of AI-native drug discovery.
"There there are companies like whether that's uh Lila Sciences, Enabla, these are companies that um you can basically ask the agentic system to develop you a molecule against a ce…"
71:40