Investing heavily in xenografts (pig-grown organs), which could disrupt the organ transplant market.

The speaker has been bearish on the stock but admits it was a poor decision because the company has been 'really good at executing,' highlighting the risk of shorting well-run companies.

The speaker describes it as a 'weird company' and wonders when its 'miracle run will end' because its drugs have no patent life left. This makes its long-term cash flow questionable and could make it a 'good short'.