Biotech Rankings (BONUS)
Sunday August 16, 2026
After finding the best setups I asked an external LLM to rank the clinical value of each company. Now these setups cover various strategies some of which don’t require any clinical progress. Like in-licensing, M&A, etc so what is a very good M&A setup is obviously going to be a shitty clinical value play.
It ranked IPSC 58 out of 60 in the range of strategic alternative plays. Which is very wrong.
So I asked it to explain why IPSC 0.00%↑ was so low?
It changed it’s mind moving IPSC to #32. This is pretty significant correction.
So within seconds 25% of the companies it thinks it ranked incorrectly.
Just be wary of LLMs making decisions for you.
You have to be very careful with LLMs. Depending on what it is inferring you want to hear it will change its answers. So if you start asking about one company it will assume that is the company you want a positive response about.
—AJ