Twist Bioscience could benefit as cheaper AI hypothesis generation and validation make physical experiments the bottleneck. It is currently the purest Anthropic-related biotech beneficiary in this view because Twist handles those experiments. More efficient hypothesis work may eventually ease even that bottleneck, but it is too early to give up on the opportunity. 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 

Absci's pipeline looks no further along than it was years ago, yet the stock has risen with the biotech sector. 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

Genomics stocks appear to be benefiting from AI, with the ARK Genomic Revolution ETF clearly outpacing broader biotech. x.com 

Absci is a binary-risk biotech, either a multibagger or a total failure, and less tempting than AbCellera's AI antibody platform. Its losses are large and persistent, and as cash dwindles more dilution should follow, with the share count still rising. Unlike AbCellera, it lacks solid partner programs and a robust build-out. The stock is stuck between $2.50 and $6.50: bad trial data could send it back to the bottom, while positive data or a new partnership could break it out. x.com 

The biotech and genomics boom is best owned broadly, because single biotech stocks are binary bets on trial results no analyst can handicap. One failed readout can halve a stock, as Novo Nordisk's lost market value on disappointing data showed. Owning blue-chip biotech and high-beta genomics as diversified baskets captures the funding rebound, the AI drug-discovery tailwind and the re-rating after years of deep bear market and a decisive breakout, without the single-molecule lottery. x.com  x.com  … Show more

ARKG's genomics thesis faces a timing problem, as much of the index consists of companies with no important clinical data readouts until 2028 or later. Clinical trials remain painstakingly long, and AI is moving faster than trial progress can keep up with, raising the question of when the broader biotech theme becomes overextended. x.com 

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-driven discovery strengthens the biomedicine case: Anthropic says Claude found a previously unknown enzyme system in bacteriophage DNA, beside a repeating array that resembles CRISPR. Per Anthropic, the few known systems with its features can cut, copy and paste DNA, and such programmable systems have historically helped revolutionize medicine, though what this one does is not yet understood. x.com