Rosanna Prestia
Founder & CEO of Hydra Wealth/Capital, Investment Strategist, Asymmetry & Bitcoin
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 is a strong candidate to become a next-generation trillion-dollar company, as a drug factory that designs itself. Tomorrow's trillion-dollar companies are learning to read and write biology. x.com
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
Tempus AI is a second- or third-tier genomic lab whose AI story is marketing mumbo jumbo, and its management team are promoters. 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
The AI and biology basket now adds AbCellera and Hims & Hers and looks set to destroy the market over the next 10 years. ImmunityBio is the immune system's operating system, Nautilus is the Tesla of proteomics, Recursion is superhuman biology-chemistry AI, AbCellera is the machine that can hit any target in the body, and Hims & Hers is the dominant direct-to-consumer distribution layer. x.com
Tempus AI is a short idea because the stock is being pumped on recent FDA clearances for its EKG-AI tools, while the revenue from them is far off and may never materialize. x.com
Palantir, Rocket Lab and AbCellera share an investor base because they are strategic national platforms the US must build this decade, in AI and defense, space and biotech. Each has a visionary founder-CEO and a story priced on future platform value that could reshape its market. Palantir already shows proven profits and cash generation, Rocket Lab is executing as a space platform, and AbCellera must still prove its platform earns revenue, making it riskiest but potentially most rewarding. 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
Tempus AI may go lower near term because of valuation, leadership reputation and insider selling, despite an amazing business. With about 25% growth expected and profitability uncertain, it is not obviously cheap. Glassdoor reviews matter in medicine's high-trust setting, and ongoing insider sales echo founder patterns that ended badly. The data piece, about 5% of market cap, can earn a high multiple, so the stock looks reasonably priced if adoption continues. x.com
Iambic's R&D split and the basket's returns show why data-generating lab work matters more than compute in applied AI biotech. Iambic's S-1 puts about 8 cents of its 2025 R&D dollar into compute, 31 into discovery and the lab, and 28.5 into the clinic. After two months, the basket rose 20.5% versus -0.2% for the S&P 500 and -4.8% for biotech. Data-producing names rose 33.5%, or 16.8% without Moderna's readout day, versus 9% for bioprocess and reagents. The market bought the data. x.com
