Newsroom Shorts Portfolio Convergence

Newsroom Shorts Portfolio Convergence

$ANTHROPIC·$MA····$INTC····$BLUE-ORIGIN·$SPCX····$CRWV····$CRM····$MSFT····$NVDA····$ORCL····$CURSOR·$AAPL····$OPENAI·$AMZN····$UBER····$GOOGL····$META····$TSLA····$DATABRICKS·$PERPLEXITY·$LYFT····$NBIS····$TSM····$LITE····$ANDURIL·

$ANTHROPIC·$MA····$INTC····$BLUE-ORIGIN·$SPCX····$CRWV····$CRM····$MSFT····$NVDA····$ORCL····$CURSOR·$AAPL····$OPENAI·$AMZN····$UBER····$GOOGL····$META····$TSLA····$DATABRICKS·$PERPLEXITY·$LYFT····$NBIS····$TSM····$LITE····$ANDURIL·

theme

Antimicrobial Resistance

avg score 7.0 · 1 pods

insights

1

net direction

0%

tail / head / mixed / risk

0/0/0/1

tailwind · 0

— no tailwind insights —

headwind · 0

— no headwind insights —

all insights

Antimicrobial Resistance

score 7/10

RISKemma walmsley·In Good Company with Nicolai Tangen·2 years ago

AMR could kill 38M by 2050; new antibiotic models needed

Antimicrobial resistance is a 'slow pandemic' projected to kill 38 million by 2050; GSK has a large antibiotic pipeline including a first new UTI antibiotic in 20 years, and partners with the Fleming Fund/Imperial College, but the economic model (develop drugs not to overuse) remains challenging.

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