On this week's Stansberry Investor Hour, Dan and Corey welcome their colleague John Engel
to the podcast. John is the lead equity analyst on the Stansberry Innovations Report
newsletter, where he finds companies that are revolutionizing their respective industries
with cutting-edge technology. He also works on Prosperity Investor, a newsletter that
focuses on opportunities in the health care sector.

John kicks off the show by detailing the new Biosecure Act that's currently moving through
Congress. Its purpose is to limit China's access to U.S. biological information. As he explains,
this legislation is going to disrupt the industry, hurt biotech companies, and possibly even
bankrupt the smaller players. But, conversely, it's going to allow other contract development
and management organizations to replace Chinese ones, creating massive opportunities for
investors. John also shares how he got his start in the biotech field at a fermentation lab and
as a molecular biologist before shifting to the world of finance. (2:19)

Next, John talks about the pandemic, vaccines, and the current bear market in biotech. He
mentions one big story in biotech that he believes isn't getting enough attention – bispecific
antibodies. This development allows one drug to hit two targets, so patients no longer have
to receive two different drugs for treatment. This leads to a conversation about gene editing,
personalized medicine, and rare diseases. (22:01)

Finally, John delves into AI, Nvidia, and the "hype cycle" surrounding the technology. He
points out that companies are desperate to use AI to their advantage, but for many of them,
there's no use for it in their business. Plus, John discusses "advanced general intelligence,"
which involves systems that can reason like human beings. (42:27)

A New Government Act Could Disrupt the Biotech Industry