The biggest opportunity in the peptide industry is data.
Data produces new research. New research creates peptide safety, efficacy, and quality.
Peptide safety, efficacy, and quality converts millions of prior non believers. Converted non believers expand the market.
Market expansion creates the greatest value.
Tempus for peptides
Tempus AI is a $10B data company for cancer. Their product supports researchers in developing novel cancer drugs.
We're building Peptide AI: a platform connecting patient data to researchers to develop novel peptides, to unveil this $10B blind spot and seize the peptide industry's biggest opportunity.
The market is moving now
$556B in out-of-pocket healthcare spent in 2024 (Source: CMS) proves consumers are demanding proactive over reactive healthcare, which is exactly the use case for peptides.
July 23rd's PCAC meeting will legalize mass compounding causing billions of peptide volume in the gray market to pour into the hands of clinics, the exact market we're selling to through Peptide AI Rx.
AI's ability to identify correlations across infinite data points unlocks insights that were previously impossible with simple boolean logic, which is exactly the core technology Peptide AI Insights is built on.
Problem, solution
But how will we collect this data?
Through Peptide AI Rx, our e-prescription platform that solves clinics' two biggest problems.
- Problem one is sourcing. Clinics are juggling 5-7 compounding pharmacies to get the right peptide, dose, price, reliability, and support.
- Problem two is prescribing. Clinicians were never professionally trained on peptides. They are often unsure on what to prescribe patients.
Enter Peptide AI Rx:
- A marketplace that aggregates compounder supply and clinic demand into one e-prescription platform, the Amazon for peptides.
- An AI agent that recommends and buys for clinicians the best peptide protocols to prescribe based on their patients' individualized data.
To make the AI agent work, clinicians input their patients' data, which is how we collect it. Patient data is fully de-identified and HIPAA compliant. Clinicians and patients must give full consent and have the right to opt out.
Peptide AI Rx monetizes by charging compounding pharmacies a percentage of GMV and clinics credits for using our AI agent.
Problem, solution
But how will we monetize this data?
Through Peptide AI Insights, a data platform for pharma and biotech that solves researchers' three biggest problems.
- Payers refuse to reimburse GLP-1s until someone proves they save long-term claim costs by preventing chronic disease.
- GLP-1s curing sleep apnea, liver disease, addiction, and other billion-dollar markets have overwhelming anecdotal evidence, but the FDA doesn't approve label expansion on anecdotes.
- Proving any of this means clinical trials, 68% of pharma's $32B R&D budget, where the wrong population or dosage torches billions.
Enter Peptide AI Insights:
- Peptide patients' real outcomes, exact dosing and titrations, labs and biomarkers, side effects, and adherence over time.
- All gathered with patient and clinician consent, de-identified, HIPAA-compliant, and built to regulatory-grade standards real-world evidence teams can take straight to payers and the FDA.
- On top of the data, we're building the intelligence layer that turns it into answers in seconds: reports that build the payer dossier, back the label expansion, and pinpoint the exact responder population to de-risk the next trial.
Peptide AI Insights monetizes by charging a yearly data licensing fee and a recurring SaaS subscription.
Why this team can capture the peptide network.
Tim Yoon, CEO
Tim Yoon has 5 doctors in his family, went from 252 to 155 lbs, and studied to become a doctor during high school. His grandma passed from breast cancer, his grandfather passed from diabetes, his uncle deals with PTSD from the Korean army, and his aunt is currently fighting cancer. Being raised in a health-oriented family that's gone through many illnesses built a passion toward healthcare.
Dawson Cesarek, CTO
Dawson Cesarek grew up around healthcare through both of his parents, who are nurses. He has been building software since a young age, with experience across web platforms, infrastructure, automation, and scalable systems for real-world business use.
Karthik Achari, Head of Network
Karthik Achari has built DNA Corp, a lab testing company for hospital systems, Pure Rx, a peptide infrastructure business, and is currently building Pep MD, a certification body for the peptide industry. He holds a family practitioner license and is a registered nurse.
Through Pure Rx, Karthik is connected to 4000 clinics and 10-15 compounders. We're rolling out to this network first, then expanding from there.
Where Peptide AI may fail
These are some potential risks where Peptide AI may fail.
Sure, a portion of them will most likely opt out. However, clinics' incentives are to grow the peptide market so they get more peptide patients. This aligns with our mission: to improve peptide safety, efficacy, and quality to expand the peptide market.
We plan to articulate this mission to clinicians. Our theory is a portion will convert. That portion will be enough data to begin building Peptide AI Insights. Once our data monetization thesis is validated, then it's just a numbers game of capturing more clinics.
Clinics and compounders are cashpay. A portion of the studies' conclusions will support insurance pharma. The gap creates misaligned incentives.
But compounders are already conceding GLP-1s to pharma. Hims partnered with Novo. Ro partnered with Lilly. Pharma will absorb the majority of the GLP-1 market anyway. Biotech will publish the rest of the research. Published research moves the industry forward. A forward industry expands the market, which still falls in the incentives of cashpay.
True. It is a weakness. It is also our greatest strength. Outsiders throw out inherited assumptions. Thrown out assumptions reveal new moves.
Tim's background is in influencer marketing. Today, distribution is the moat. Distribution is his greatest strength. From first principles, this is a network effects business and an enterprise sales business. Network effects are built with virality. Clinics and compounders have never seen the marketing we have planned.
Enterprise sales was built on slow cycles. We come from 1-to-5 day sales cycles. Palantir pioneered event-based selling to cut cycles to two weeks. We have similar ideas in mind. Faster and more viral growth captures the network faster. Capturing the network faster means winning.
However, if these risks are overcome, Peptide AI will hold four powers.
Network Effects
We build 4-way network effects between clinics and compounders through the eRx business and between patients and pharma through the data licensing business.
Capital Moats
We build capital moats by starting with cash flow positivity through the eRx business with fintech-like value capture, then become even more cash flow positive through data licensing.
Switching Costs
We build 3-way switching costs by clinics storing their data in our analytics tool, compounders building their book of business through our eRx platform, and pharma companies building their workflows on our insights tool.
Budget Capture
We don't just capture IT budgets but labor budgets by saving the time of clinics managing compounders and compounders managing their sales reps.
Health is the precursor
Healthy people want many things. Sick people only want one.
The single precursor to humanity's prosperity starts with health. Our mission is to leverage peptides as a trojan horse to make humanity healthier.
We believe research will improve peptide safety, efficacy, and quality leading to market expansion. We envision a world where everyone tries peptides, gets hooked on proactive health, and prevents long-term disease.
DM Tim Yoon on LinkedIn