Recursion Pharmaceuticals could see huge catalysts from positive phase I and II news due in the second half of this year. Its AI drug-discovery platform has five clinical trials in progress, and big pharma and biopharma are spending billions on AI-driven platforms. Market research firms project 38-45% annual growth for AI genomics through the early 2030s. The stock found support around $3 and has some momentum. x.com 

AI-enabled drug discovery is the next re-rate, because if AI raises lab hit rates, the cost of failure falls across the sector and beaten-down platforms re-rate first. Recursion is the cleanest expression, an AI-first platform built to industrialize discovery. AbCellera and Tempus apply AI to antibody discovery and the diagnostics data layer, with real revenue under the story. The trap is paying a winner's multiple before the trial proves the winner. x.com 

Recursion Pharmaceuticals looks like a falling knife despite a compelling idea behind the company. @WessexCapital calls it a financial disaster that is perpetually raising money. A large capital raise and the resulting drop would be the signal to consider it, perhaps around $1, as a lottery-style venture bet. x.com 

Pure-play AI drug discovery names, including Recursion, Schrödinger, Relay Therapeutics, Absci and Tempus AI, look well positioned as a basket. x.com 

Recursion's $200m share offering buys time by extending its runway into 2029. At Q2's cash burn, the proceeds would fund less than two quarters. The attached chart marks an upside target near $6.67. x.com 

Biotech is the next AI trade, as AI turns drug discovery from a 10-year guessing game into a data problem while investors still treat the sector like a casino. Tempus AI uses a large clinical dataset for AI diagnostics; Recursion maps over a trillion cells with Genentech and Sanofi as partners; CRISPR Therapeutics has catalysts before end-2026; Absci designs antibodies with generative AI and starts Phase 2; Schrödinger sells physics-plus-AI design software and posted a surprise profit. x.com  … Show more

AI drug-discovery picks and shovels such as Ginkgo Bioworks, 10x Genomics, Twist Bioscience and Grail are priced on a fantasy, and secondary offerings are coming. The bet that AI will solve cancers and rare diseases within months ignores how drug discovery, regulation and trial enrollment actually work. Unlike the semiconductor comparison, these businesses have not inflected, mostly burn cash, trade at 20-30x sales and need equity to fund themselves. Buyers here become their liquidity. x.com  … Show more

AI biotech names such as Tempus AI, Recursion, Ginkgo Bioworks and Prime Medicine could become the new home for money rotating out of AI and semiconductor leaders, with Moderna and Merck's positive phase 3 melanoma results for their mRNA neoantigen therapy a possible catalyst. Sentiment toward AI in healthcare should be far warmer than toward job-displacing AI, since everyone faces disease, and could top the semis trade. Indices could chop or fall while these biotechs outperform. x.com  x.com  … Show more

Recursion Pharmaceuticals traded far higher before the AI boom took hold, so its re-rating potential is remarkable now that AI supremacy is the base case. x.com 

CRISPR Therapeutics sits on the earlier-generation side of biotech's AI divide. AlphaFold solved protein structure prediction, but the harder problem of knowing which protein or pathway is worth targeting remains, and the next breakthroughs look likelier to come from AI-native groups using large-scale compute as their main engine. Tempus AI, building models on a real clinical data moat, is closer to that side. x.com