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ARMR Sciences: The Future of Preventative Biotech

·38 min·2 clips

Colin says fentanyl is the “number one killer of adults under the age of 45” and costs $2.7 trillion a year.

1. Marathon Money Podcast centers on Armour Sciences and its preventive biotech approach to fentanyl exposure. 2. Kenny introduces Colin as CEO of Armour Sciences, and Colin says he discovered the research with Dr. Colin Hale, Dr. Ofer Levy, and Dr. David Dowling. 3. The episode asks whether a pre-exposure immunotherapy can stop fentanyl before overdose or addiction starts. 4. Colin says fentanyl is the number one killer of adults under 45 and calls it the biggest health crisis facing young adults. 5. He cites a White House estimate of $2.7 trillion in annual U.S. economic cost tied to fentanyl. 6. Colin describes the product as an intramuscular injection first, with a future sublingual tablet or nasal spray for usability. 7. He says the goal is to block fentanyl and other synthetic threats such as methamphetamine, metatomidine, carfentanil, and some antidepressants. 8. Kenny compares the concept to EpiPen and PrEP, and Colin says it is closer to PrEP for HIV. 9. Colin says a student could take it before going to college or a party and remain protected for 12 to 18 months. 10. He argues the company is developing the first proactive protective solution, unlike reactive tools such as Narcan and Vivitrol. 11. Colin says synthetic fentanyl is being laced into vape pens, marijuana, cocaine, methamphetamine, illicit Percocet, and Xanax. 12. He says kids can buy drugs through Snapchat and have them delivered to their doorstep at college or at home. 13. Colin says the animal data span six years and multiple species. 14. He says the formulation blocks up to 98% of fentanyl from reaching the brain. 15. He adds that blocking fentanyl from the brain prevents respiratory depression and the euphoric effects linked to addiction. 16. Colin says the company is approaching phase one and two first-in-human clinical trials and hopes to start later this year or early next year. 17. He says the formulation has three components, two of which have already been dosed in humans and one of which is already approved. 18. The conversation has a founder-investor tone, with Kenny pressing on market size, competition, safety, and who would pay for the product. 19. People interested in preventive biotech, addiction treatment, and public health investing would likely listen. 20. People looking for light entertainment or nonmedical content would probably skip it.

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