peony
Equity Investor & Researcher
Recursion Pharmaceuticals is arguably a leader in translating AI compute into biology, where domain expertise matters. Per Recursion, its VCR-Agent can explain why a perturbation drives a cellular response rather than just describe it, strengthening its ability to predict which compounds work. Positioning is so off that when the stock finally pops, it could be magic, though it is unlikely to be the first in its group to move. x.com x.comÂ
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 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.comÂ
10x Genomics is being re-rated as an AI biology and data-layer company, and that re-rating is real. The stock hit a new 52-week high and is still riding its 21-day moving average. x.comÂ
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.comÂ
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