Shooting the Bull With Drowsy and Bear

Episode 7: Andrea James on IMDX's Bright Future, Democratizing Molecular Diagnostics, and Investing Thoughts


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On this special October 2025 episode, Bear and Drowsy put on their lab coats and talk with Insight Molecular Diagnostics' (IMDX) Chief Financial Officer Andrea James on IMDX's strategy to build a moat in the race to democratize molecular diagnostics. Drowsy has one of his proudest investing moments. Bear, Drowsy, and AJ then discuss disrupting incumbents, what asymmetric investing opportunities and risks are emerging for IMDX, and a bit on broader investing strategies.

Stocks mentioned: IMDX, AXON, NVDA, and TSLA

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Shooting the Bull With Drowsy and BearBy Drowsy Investor