Biotech2k
Biotech Investor, AI-Driven Drug Discovery
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.comÂ
Small- and mid-cap biotech looks like one of healthcare's more asymmetric setups after a four-year bear market, as AI speeds drug discovery and Big Pharma faces a patent cliff. Over $300B of pharma revenue goes off patent in the next few years, M&A is already ramping hard as pharma hunts for assets, and many small and mid-cap names still trade at reasonable valuations, making them potential takeover targets. x.comÂ
Absci insiders are buying ahead of the ABS-201 interim readouts that now define the company's value. Outside directors Frans Van Houten, former Philips CEO, and Menelas Pangalos, former AstraZeneca biopharma R&D head, raised their stakes 172% and 527% in open-market trades, with no compensation incentive to support the stock. Chief Innovation Officer Andreas Busch bought $229K on March 12, 2026, nine days into his announced retirement, when retiring executives usually sell. x.comÂ
AbCellera's excellent Phase 2 data validates AI-augmented antibody discovery and commercialization as the future of medicine. Any large pullback would be a chance to add. x.com x.comÂ
Biotech looks weak as rates finally appear to be weighing on the sector. The biotech ETF closed red well below its 50-day moving average, its 100-day is below its 150-day, and the chart is messy. x.comÂ
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
Biotech looks like a sector that wants to trend higher. Biotech M&A drove a heavy-volume weekly move to the top of a multi-month range; it just needs some help from the macro environment. x.comÂ
Zeta Global and Nautilus Biotechnology are two versions of the same idea, seeing deeper than anyone else: Zeta into the customer, Nautilus into the molecule. Both are aligned with something everyone wants, better information, and moved first to build the platforms that deliver it. Neither guarantees success, but both greatly raise the odds, which creates the asymmetry. Zeta is much further along in its zero-to-one journey. x.comÂ
Pharma, biotech and genomics stocks could benefit as frontier AI accelerates drug design, which may help explain the health sector's recent strength. Anthropic's Mythos 5 sped up parts of its protein design work about 10x, proposed an E. coli binding mechanism later validated by an outside lab, and beat purpose-built models on AAV gene therapy predictions. Biology capabilities appear restricted and Anthropic plans its own drugs, so the gain depends on pharma eventually adopting such models. … Show more
Biotech is drawing some of the largest long-term buying ever into the SPDR S&P Biotech ETF as it pushes toward its 2021 all-time high. Heavy buy volume, including another historic dollar-volume spike last week, matters more than short-term uncertainty, and the selling has been inefficient. If price loses $154.20 again, the bear case comes back into play. x.comÂ