# Top Biotech Investment Picks & How AI is Transforming Healthcare

An episode of [Earn Your Leisure](https://invisiblenetwork.ai/podcast/1450211392), 29 Jan 2026, 9:45.

Audio: https://podtrac.com/pts/redirect.mp3/traffic.omny.fm/d/clips/e73c998e-6e60-432f-8610-ae210140c5b1/8dbc4f54-a337-4481-9ef2-b355012b0a3d/3d82b56c-06c4-4395-a709-b3e100021606/audio.mp3?utm_source=Podcast&in_playlist=eac4c628-29cb-469a-b5c8-b355012b0a48

In this Market Mondays clip, Rashad Bilal, Ian Dunlap, and Troy Millings’ dive into the incredible intersection of biotech and artificial intelligence, sharing insights from a recent conversation with Nvidia’s team and breaking down the hottest sectors in healthcare innovation. Discover why Nvidia is more than just a chip maker, how advancements in AI are revolutionizing everything from hospital visits to genomics, and which bNasech stocks and ETFs are topping their watchlists for long-term growth. Ian Dunlap shares why Nvidia is the “BlackRock of AI,” highlighting the company’s massive investments and unique partnerships that are set to change medicine as we know it. Get his top three biotech picks: IBB ETF, Gilead Sciences, and Amgen—plus find out why Amgen stands out as one of the best-run companies in the biotech space. Troy Millings’ offers an alternative trio of biotech leaders, focusing on companies that dominate niche areas: Eli Lilly (Lily), Biogen (BiIB), and Vertex Pharmaceuticals (VRTX). He explains the value of investing in firms that are laser-focused on solving specific medical challenges—like Biogen’s advancements in neurodegenerative drugs for Alzheimer’s and Parkinson’s and Vertex’s leadership in cystic fibrosis care. The discussion also dives into how AI has dramatically reduced timeframes in medical research—think genome sequencing dropping from years to hours—and what this could mean for the future of healthcare innovation and investing. Get insider stories from Rashad Bilal and Troy Millings’ about their dinner with Nas and Peter, who both value learning as the pathway to staying ahead—even when you’re already a legend. Their takeaway: Never take this high-level information for granted and always be ready to soak up what the experts are sharing. Whether you’re interested in AI, biotech innovation, or simply want actionable investment ideas, this clip is packed with value and market insights that you don’t want to miss! **Hashtags:** #MarketMondays #Biotech #Investing #AI #Nvidia #HealthcareInnovation #Stocks #Gilead #Amgen #VertexPharmaceuticals #Biogen #EliLilly #StockMarket #Nas #Technology #Genomics #MedicalAdvancements See omnystudio.com/listener for privacy information.

## Transcript

[0:00] Speaker 1: Biotech, biotech checking. We haven't talked about biotech in a while,
[0:05] Speaker 1: but you know in in in the Age of ai
[0:09] Speaker 1: H and I thought it was interesting that in video
[0:11] Speaker 1: when we spoke, when we spoke with some of the
[0:13] Speaker 1: people in the video, that we had a couple of
[0:15] Speaker 1: panels that some of the employees spoke on and probably
[0:20] Speaker 1: the number one thing that was talked about was medical Okay, yep,
[0:24] Speaker 1: probably for like over twenty minutes, they had a detailed
[0:27] Speaker 1: conversation about medical advancements and how their technology is going
[0:34] Speaker 1: to change medicine as far as you know, hospital experiences
[0:39] Speaker 1: and inpatient visits, doctors, different things that nature. That gave
[0:43] Speaker 1: us a whole a whole blueprint of how you know,
[0:46] Speaker 1: the medical industry will change because of artificial intelligence and
[0:50] Speaker 1: their technology specifically and the things that they were working
[0:53] Speaker 1: on when it comes to the medical field. So that's
[0:57] Speaker 1: one aspect of it. But you know, the biotech is
[1:00] Speaker 1: a big industry, So what's the biotech check in?
[1:05] Speaker 2: And I want to say, off of that point, for
[1:07] Speaker 2: those who think that in video trade is done, I
[1:13] Speaker 2: just want to be very clear, not just because I
[1:15] Speaker 2: picked it and YadA YadA. In video is like the
[1:19] Speaker 2: Blackrock of AI. I will say that we can talk
[1:21] Speaker 2: about it more in detail, but given how much they're
[1:24] Speaker 2: investing into the space and how they have their partnership structure,
[1:27] Speaker 2: I think it's fascinating. But on the biotech side, these
[1:31] Speaker 2: are three that you can write down, so you have
[1:33] Speaker 2: the ETF side. IBB great return, so if you don't
[1:37] Speaker 2: want to have to guess which ones to invest in,
[1:39] Speaker 2: you can just invest in the basket of them. Number
[1:42] Speaker 2: two Gilead, Gilead Scientists is an incredible company, has been
[1:47] Speaker 2: through and through. And number three is one that's been
[1:50] Speaker 2: in stock club forever and one that I don't talk
[1:52] Speaker 2: about publicly, and it's outpacing a lot of companies year
[1:56] Speaker 2: over year, and that's Amgen. I think Amgen's probably one
[2:00] Speaker 2: one of the greatest companies on the planet and one
[2:01] Speaker 2: of the best run ones in the biotech space. And
[2:05] Speaker 2: also Nvidia and Lily has the partnership. So it's a
[2:09] Speaker 2: lot of exciting things with AI. This happened as a result.
[2:13] Speaker 2: But if I had to put my money all on three,
[2:14] Speaker 2: it would be IBB, Amgen, which has been a top
[2:17] Speaker 2: picking stock stock club forever, and Gilead Sciences. That will
[2:20] Speaker 2: round up my top three.
[2:22] Speaker 3: There's a solid three. That's a solid three. Obviously we'll go,
[2:25] Speaker 3: We'll go, Lily, And I think, like you said, just
[2:28] Speaker 3: sometimes things don't need to be explicitly explained to you.
[2:32] Speaker 3: It's like the implicit intrinsic value of what's being said.
[2:35] Speaker 3: And like you said, when you sit there and you
[2:37] Speaker 3: listen to engineers in the field of healthcare when it
[2:40] Speaker 3: relates to AI and how the timeframes that it takes
[2:44] Speaker 3: to do things has just been shortened by technology.
[2:47] Speaker 2: Right.
[2:47] Speaker 3: They talked about doing genail and how it used to
[2:50] Speaker 3: take eight years and now they've got it down to
[2:52] Speaker 3: four hours, and like, what's that going to be in
[2:54] Speaker 3: the next three years? Is it take two? I mean,
[2:56] Speaker 3: just insanity, So I would take a different three. I
[3:00] Speaker 3: love your three. I just want to add and give
[3:02] Speaker 3: people as much value as possible. So I have literally
[3:05] Speaker 3: obviously as one, I have biogen. And this is interesting
[3:10] Speaker 3: because when when you hear biogen, the ticker is b
[3:13] Speaker 3: I I B. This is one that focuses on specific things, right,
[3:18] Speaker 3: So when I'm talking about in the world of biotech,
[3:23] Speaker 3: do they dominate in a specific area, right, Like when
[3:26] Speaker 3: we talk about GLPS, who's the dominant player in that,
[3:29] Speaker 3: like Biogen is a dominant in the neuro degenerative drugs. Right,
[3:34] Speaker 3: So we're talking about things that help treat Alzheimer's, things
[3:37] Speaker 3: that help to treat Parkinson's disease. They are leaders in that,
[3:41] Speaker 3: So Biogen would be one because I think the science
[3:44] Speaker 3: that is going to prevail in the future will go
[3:46] Speaker 3: into that space. How do we make things that were
[3:49] Speaker 3: once not curable now curable?
[3:51] Speaker 1: Right?
[3:52] Speaker 3: How do we shorten the time for that? And then
[3:54] Speaker 3: I got a sleeper here, man, I watched the chart
[3:57] Speaker 3: and obviously you know the topic list here, but Vertex's
[3:59] Speaker 3: pharmaceuticals ticker vr X another one that if you look
[4:06] Speaker 3: specifically at what they do and what they dominate at, Yeah,
[4:10] Speaker 3: is it an over leveraging the sense because they're dominant
[4:13] Speaker 3: at one thing? Well, we just talked about the riches
[4:17] Speaker 3: in those niches, right, and so they specifically focus on
[4:20] Speaker 3: being dominant in the treatment and care of CISTE fibrosis.
[4:24] Speaker 3: That is their thing, right, They're not doing glps. That
[4:27] Speaker 3: is their thing. That's been their thing, and they've dominated
[4:29] Speaker 3: at that. And so when you and this is a tricky,
[4:33] Speaker 3: tricky sector when we're talking about biotech, we talked about
[4:37] Speaker 3: this years ago. Yeah, it can come and it can go,
[4:40] Speaker 3: and it's tough to predict because science takes time. Cures
[4:44] Speaker 3: take time, treatments take time, testing, trials, all those things
[4:48] Speaker 3: factor in, pricing, factors in, and so it's a tough
[4:50] Speaker 3: sector to deal with. But I like the ones that
[4:53] Speaker 3: dominate in specific things, and so Lily, obviously, Biogen and
[4:56] Speaker 3: Vertex all have different dominant features, different things that they do,
[5:00] Speaker 3: but they're leading in those spaces.
[5:03] Speaker 2: Yeah, they remind me a little bit of Nvidio when
[5:06] Speaker 2: a m D was in the leite. They were so
[5:07] Speaker 2: good at one thing, eventually you would see them branch
[5:10] Speaker 2: out to others. Definitely a sleeper, and in this case,
[5:14] Speaker 2: the cream rises to the top. Like they've had some
[5:17] Speaker 2: tumultuous years. Twenty two is kind of tough. But with
[5:20] Speaker 2: this list Vertex, Amgen, Biogen, gilly ad like the cream
[5:26] Speaker 2: rose to the top. The players that were kind of
[5:29] Speaker 2: on the fringes have died out, So I don't think
[5:31] Speaker 2: you can go wrong with this list.
[5:34] Speaker 3: Yes, shout outs to the chat they got some of
[5:36] Speaker 3: these in their portfolios already already, Yep, after them.
[5:41] Speaker 1: Okay, but what do these be? What these be advisable investments.
[5:46] Speaker 2: No, absolutely, Amgen is one of the top performers in
[5:49] Speaker 2: stock Club. Stock Club. If you're in the chat for
[5:52] Speaker 2: fire and chat, if am Gen has been performing well,
[5:54] Speaker 2: for sure, Amgen, for sure, IBB great exposure, Gilliat would
[5:58] Speaker 2: be third. But if you just do ib am Gin
[6:00] Speaker 2: and Lily, Holy Trinity, Holy Trinity, you think speed felt good?
[6:05] Speaker 2: What I show speed portfolio for sure, IBB, am Gen
[6:11] Speaker 2: and Lily together, great combination, great combination.
[6:16] Speaker 1: Shout out to in Video once again. Yeah, they definitely
[6:20] Speaker 1: talked a lot about healthcare, and I think that was
[6:23] Speaker 1: the key takeaway at least for me, was you know,
[6:25] Speaker 1: they really hammered it that they're not they don't make anything.
[6:28] Speaker 1: They said that Haraian different times. It's like, we don't,
[6:30] Speaker 1: we don't make anything. You know, they're a software company.
[6:33] Speaker 1: They talked about that also, like most people think their
[6:35] Speaker 1: hardware company is actually a software company. And so when
[6:39] Speaker 1: you think of in video, most people thinking video as
[6:41] Speaker 1: a chip company. But I look at in video as
[6:45] Speaker 1: a medical company, as a gaming company, as a sports company,
[6:51] Speaker 1: because it's every it's everything everybody anything you put their
[6:56] Speaker 1: technology in, that's what it is. So medical industry. They
[7:01] Speaker 1: was very very enthusiastic about that, spoke a lot about that,
[7:05] Speaker 1: So that should give you some insight if you're interested
[7:08] Speaker 1: as far as where they're thinking about going. They also
[7:11] Speaker 1: spoke about robotics. They also spoke about autonomous driving vehicles,
[7:16] Speaker 1: and they showed us their garage, the autonomous driving garage.
[7:19] Speaker 1: So that's a few things that you guys might be
[7:22] Speaker 1: interested in if they if you're interested in as far
[7:24] Speaker 1: as some insight into the company, and shout out to
[7:27] Speaker 1: Peter and Nas. You know, when we came back, when
[7:29] Speaker 1: we came back from in Video, we had dinner with
[7:32] Speaker 1: Nas and we was talking about in video.
[7:34] Speaker 3: We gotta let that breathe like that brief in two seconds.
[7:39] Speaker 2: He's been breathing over these things. So I was on
[7:41] Speaker 2: the phone with a million the other.
[7:42] Speaker 3: Day like, oh yeah that Nas, Yeah, that got you
[7:48] Speaker 3: that That never that always is going to be like
[7:52] Speaker 3: pretty surreal, Like you walk into the restaurant and it's no,
[7:55] Speaker 3: what's up, Troy, It's good, let's go, Like it's just
[7:58] Speaker 3: huh what man.
[8:00] Speaker 2: He's one of the greatest investors, like hands out of
[8:02] Speaker 2: this era. Like if you put his returns up against
[8:05] Speaker 2: any VC firm. It's not talked about in that light,
[8:09] Speaker 2: but he's outperformed majority of them.
[8:12] Speaker 1: Well, the thing and the reason why I said that
[8:13] Speaker 1: is the reason why could you know obviously he's on
[8:15] Speaker 1: a run right now. He's involved in the casino. You know,
[8:19] Speaker 1: everybody's seeing his investment portfolio. Massive Pill arguably had the
[8:23] Speaker 1: best year in rap as far as all the albums
[8:25] Speaker 1: that they put out. But you know, with him, he
[8:28] Speaker 1: was just like, yo, damn, I gotta learn about He's like, yo,
[8:32] Speaker 1: y'all gotta next time. Y'all got to take me like
[8:34] Speaker 1: d like asking us questions like Yo, what they what
[8:37] Speaker 1: was they talking about? What did they have?
[8:38] Speaker 3: Like?
[8:39] Speaker 1: So I say that to say he's obviously extremely successful person. Right,
[8:42] Speaker 1: That's that goes what I'm saying. But he spent more
[8:47] Speaker 1: time asking questions than talking. So somebody like somebody like
[8:53] Speaker 1: that who's a legend icon, can you know, spend time
[9:00] Speaker 1: asking questions? You gotta you gotta be able to you know,
[9:06] Speaker 1: receive the information. And that's why this show is so
[9:08] Speaker 1: And his partner Peter, he was like he actually he
[9:11] Speaker 1: actually watches market mondays and implements on the information. So
[9:16] Speaker 1: you know, it's just at the highest level possible. People
[9:18] Speaker 1: is paying attention and listening, so never take the information
[9:21] Speaker 1: for granted.
[9:22] Speaker 3: Please don't, please don't. It was so dope because he
[9:25] Speaker 3: references in video on the new album when he heard
[9:29] Speaker 3: that we win, it was just like he was like
[9:31] Speaker 3: a sponge like yo word. He's like, I think I
[9:34] Speaker 3: met the CEO once, man, like he's a good guy.
[9:37] Speaker 1: It was.
[9:38] Speaker 3: It was really surreal. Man.
[9:39] Speaker 1: Yeah, shout out to nas Man. Somebody said, Nazia Jones.
[9:42] Speaker 1: There's only one

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