US · Hot AI Themes
AI Drug Discovery & Health AI
Models now design molecules and antibodies, but clinical trials are still the gate. Value accrues to platforms with wet-lab data and pharma partnerships.
Data→Model→Molecule→Clinic
48
Tightness score ⓘ
#49 of 56
■ Stable
Lead time
36–120 mo
Theme 1M
−8.4%% in uptrend
60%Metric to watch
Clinical readouts of AI-designed molecules, pharma milestone payments, and compute partnerships.
What would prove us wrong
Weakens if AI-designed candidates fail in the clinic at rates no better than traditional discovery.
Dependencies
Drug discovery theme performance
Equal-weight · rebased 100 · 1YStocks we track
Who controls this bottleneck
Roles, not recommendations. Delayed prices; local currency.
| Stock | Role | Listing | Last | 1D | 1M | 3M | YTD | Off 52w high | Trend | Next earnings |
|---|---|---|---|---|---|---|---|---|---|---|
| RXRX Recursion Pharmaceuticals |
AI drug discovery with NVIDIA-backed compute | NASDAQ US |
$3.77 | +1.89% | +0.8% | +23.6% | −7.8% | −40.2% | 2026-11-04 | |
| SDGR Schrödinger |
Physics-plus-AI molecular design software | NASDAQ US |
$24.60 | +3.36% | −14.7% | +60.9% | +37.6% | −24.5% | 2026-11-04 | |
| ABSI Absci |
Generative-AI antibody design | NASDAQ US |
$9.55 | +4.03% | −1.9% | +33.9% | +173.6% | −17.8% | 2026-11-12 | |
| ABCL AbCellera Biologics |
AI-driven antibody discovery | NASDAQ Canada |
$12.15 | +2.81% | −4.3% | +129.7% | +255.3% | −18.0% | 2026-11-09 | |
| TEM Tempus AI |
Clinical and genomic data for AI diagnostics | NASDAQ US |
$66.46 | −1.71% | −21.8% | +54.9% | +12.6% | −27.4% | 2026-11-02 |