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Dear
friends
-
it's
been
an
exciting
week!
Coinbase
CEO
Bryan
Armstrong's
longevity
startup
NewLimit
just
tripled its value to $3.1b
(more
below).
Is
a
biotech
summer
around
the
corner?
Meanwhile, Q1 was the most intentional quarter for me and SuperHuman Fund yet. Four bets on a single idea: that the biological constraints humans have accepted as fate are becoming engineering problems. And that the window to invest before the rest of the world agrees may be closing fast.*
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SUPERHUMAN FUND · Q1 SNAPSHOT · CONFIDENTIAL
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SAFE Cap
$19.5M
total avg
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Co-Investors
Draper,
TechStars,
Caffeinated,
Accel,
Mayo
Clinic,
1517
and
others
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Total
Raised
$20M
by
portfolio
cos
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SAFE Cap
$19.5M
total avg
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Co-Investors
Draper,
TechStars,
Caffeinated,
Accel,
Mayo
Clinic,
1517
and
others
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Total
Raised
$20M
by
portfolio
cos
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Origin
Genomics
Germline
correction
Seed
Led
by
Cathy
Tie,
Origin
is
building
the foundational layer for germline editing
-
regulatory
clarity,
scientific
credibility,
and
market
positioning.
The
science
has
arrived.
The
market
leader
has
not.
Origin
is
set
up
to
be
that
company.
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Dognosis
Cancer-screening
BCI
Seed
Combining
trained
dogs'
olfactory
abilities
with
brain-computer interfaces and AI
to
detect
cancer
-
with
91%
accuracy
across
7
cancer
groups,
outperforming
liquid
biopsies,
and
setting
a
new
paradigm
in
human-animal
intelligence.
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Stealth
Bio
Artificial
womb
Pre-seed
Ex-utero
gestation
sounds
like
sci-fi
today,
but
it's
already
hitting
unprecedented
milestones
with
their
engineered endomitrium.
YC
+
Stanford
founders,
some
of
the
top
investors
in
the
valley.
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Electrokare
Non-invasive
biomarkers
Pre-seed
Your
ECG
already
contains
your
blood
chemistry
-
if
you
know
how
to
read
it.
No
needle,
no
lab.
Beta
launched
with
32,000 athletes,
now
going
clinical
with
a
top-5
U.S.
hospital
system.
|
|
|
Origin
Genomics
Germline
correction
Seed
Led
by
Cathy
Tie,
Origin
is
building
the foundational layer for germline editing
-
regulatory
clarity,
scientific
credibility,
and
market
positioning.
The
science
has
arrived.
The
market
leader
has
not.
Origin
is
set
up
to
be
that
company.
|
|
|
|
Dognosis
Cancer-screening
BCI
Seed
Combining
trained
dogs'
olfactory
abilities
with
brain-computer interfaces and AI
to
detect
cancer
-
with
91%
accuracy
across
7
cancer
groups,
outperforming
liquid
biopsies,
and
setting
a
new
paradigm
in
human-animal
intelligence.
|
|
|
|
Stealth
Bio
Artificial
womb
Pre-seed
Ex-utero
gestation
sounds
like
sci-fi
today,
but
it's
already
hitting
unprecedented
milestones
with
their
engineered endomitrium.
YC
+
Stanford
founders,
some
of
the
top
investors
in
the
valley.
|
|
|
|
Electrokare
Non-invasive
biomarkers
Pre-seed
Your
ECG
already
contains
your
blood
chemistry
-
if
you
know
how
to
read
it.
No
needle,
no
lab.
Beta
launched
with
32,000 athletes,
now
going
clinical
with
a
top-5
U.S.
hospital
system.
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I interviewed billionaire investor Christian Angermeyer - who explains why peptides, GLP-1s, psychedelics, longevity and performance enhancement are exploding.
And why optimizing the human body and mind will become the next trillion-dollar industry.
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We are at a rare inflection point where three forces are colliding: AI is bending the cost curve of precision biology to near-zero, human enhancement has entered mainstream culture thanks to GLP-1s and Bryan Johnson, and a new class of LPs - wealthy individuals who personally use longevity and enhancement protocols - is now deploying billions into the companies building them.
This is the moment human enhancement stops being fringe, and becomes a major asset class.
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What's Coming in Human Enhancement
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BCI
Neuralink:
high-volume
production
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Scaling
to
mass-manufactured
BCI
devices
with
near-fully
automated
surgery
in
2026.
20+
patients
implanted
globally
as
of
early
2026,
with
a
goal
of
several
hundred
by
year
end.
From
"can
this
work?"
to
"can
we
build
enough?"
-
the
fastest
any
neurotechnology
has
scaled.
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Epigenetics
NewLimit:
$435M
to
reverse
cellular
aging
|
Brian
Armstrong's
longevity
bet
just
tripled
in
value
to
$3.1B.
Founders
Fund
led
a
$435M
Series
C
-
the
third
raise
in
twelve
months
-
as
NewLimit's
first
drug
candidate,
a
liver
cell-reprogramming
therapy,
heads
to
human
trials
ahead
of
schedule.
Epigenetic
reprogramming
is
no
longer
a
theory.
It's
a
pipeline.
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Peptides
GLP-1s
become
longevity
infrastructure
|
Beyond
weight
loss:
cardiac,
neurological,
and
anti-inflammatory
effects
position
GLP-1s
as
the
first
mass-market
longevity
drug.
Mitochondrial
peptides
entering
Phase
2
aging
trials.
The
FDA
is
being
pushed
toward
an
"aging
indication."
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AI
Drug
Design
Isomorphic
Labs:
$2.1B
to
solve
all
disease
|
Nobel
Prize
winner
Demis
Hassabis
just
raised
$2.1B
-
the
largest
AI
biotech
round
of
2026
-
without
disclosing
a
single
drug
candidate.
Thrive,
Alphabet,
Temasek,
UK
Sovereign
AI
Fund
all
in.
First
AI-designed
drug
entering
human
trials
by
end
of
2026.
The
market
isn't
waiting
for
proof.
It's
pricing
in
inevitability.
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mRNA
Personalized
cancer
vaccines:
first
hard
data
|
Moderna's
personalized
melanoma
vaccine
showed
68.8%
of
patients
cancer-free
at
five
years
vs
49.1%
on
standard
treatment
-
a
49%
reduction
in
recurrence
risk.
Presented
at
ASCO,
May
2026.
Phase
3
interim
data
expected
2027.
A
positive
readout
doesn't
just
change
oncology
-
it
validates
the
entire
mRNA
platform
for
disease.
|
|
Longevity
Retro
Biosciences:
Alzheimer's
trial
running
|
Sam
Altman's
$1.8B
longevity
bet
is
now
in
human
trials.
Retro's
Alzheimer's
pill
-
designed
to
clear
protein
aggregates
from
aging
tissue
-
is
showing
no
dose-limiting
toxicities.
First
data
drops
August
2026.
The
"add
10
healthy
years
to
human
life"
thesis
is
about
to
have
a
number
attached
to
it.
|
|
|
BCI
Neuralink:
high-volume
production
Scaling
to
mass-manufactured
BCI
devices
with
near-fully
automated
surgery
in
2026.
20+
patients
implanted
globally
as
of
early
2026,
with
a
goal
of
several
hundred
by
year
end.
From
"can
this
work?"
to
"can
we
build
enough?"
-
the
fastest
any
neurotechnology
has
scaled.
|
|
Epigenetics
NewLimit:
$435M
to
reverse
cellular
aging
Brian
Armstrong's
longevity
bet
just
tripled
in
value
to
$3.1B.
Founders
Fund
led
a
$435M
Series
C
-
the
third
raise
in
twelve
months
-
as
NewLimit's
first
drug
candidate,
a
liver
cell-reprogramming
therapy,
heads
to
human
trials
ahead
of
schedule.
Epigenetic
reprogramming
is
no
longer
a
theory.
It's
a
pipeline.
|
|
Peptides
GLP-1s
become
longevity
infrastructure
Beyond
weight
loss:
cardiac,
neurological,
and
anti-inflammatory
effects
position
GLP-1s
as
the
first
mass-market
longevity
drug.
Mitochondrial
peptides
entering
Phase
2
aging
trials.
The
FDA
is
being
pushed
toward
an
"aging
indication."
|
|
AI
Drug
Design
Isomorphic
Labs:
$2.1B
to
solve
all
disease
Nobel
Prize
winner
Demis
Hassabis
just
raised
$2.1B
-
the
largest
AI
biotech
round
of
2026
-
without
disclosing
a
single
drug
candidate.
Thrive,
Alphabet,
Temasek,
UK
Sovereign
AI
Fund
all
in.
First
AI-designed
drug
entering
human
trials
by
end
of
2026.
The
market
isn't
waiting
for
proof.
It's
pricing
in
inevitability.
|
|
mRNA
Personalized
cancer
vaccines:
first
hard
data
Moderna's
personalized
melanoma
vaccine
showed
68.8%
of
patients
cancer-free
at
five
years
vs
49.1%
on
standard
treatment
-
a
49%
reduction
in
recurrence
risk.
Presented
at
ASCO,
May
2026.
Phase
3
interim
data
expected
2027.
A
positive
readout
doesn't
just
change
oncology
-
it
validates
the
entire
mRNA
platform
for
disease.
|
|
Longevity
Retro
Biosciences:
Alzheimer's
trial
running
Sam
Altman's
$1.8B
longevity
bet
is
now
in
human
trials.
Retro's
Alzheimer's
pill
-
designed
to
clear
protein
aggregates
from
aging
tissue
-
is
showing
no
dose-limiting
toxicities.
First
data
drops
August
2026.
The
"add
10
healthy
years
to
human
life"
thesis
is
about
to
have
a
number
attached
to
it.
|
|
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|
Follow
me
on
X
for
daily
breaking
news,
interviews,
and
my
hot
takes.
Have
a
great
week,
Michal
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* The views and opinions expressed herein reflect the subjective assessments of SuperHuman Fund and should not be construed as statements of fact. This communication is for informational purposes only and does not constitute an offer to sell or a solicitation to buy securities. Past performance is not indicative of future results. This update is confidential and intended solely for existing LPs and qualified prospects in accordance with applicable securities laws.
** For the purposes of this update, Q1 refers to February–April 2026 and may not coincide with the fund's fiscal quarter.
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