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
−5.2%% in uptrend
80%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 |
$4.03 | −4.95% | −1.0% | +26.7% | −1.5% | −28.7% | 2026-11-02 | |
| SDGR Schrödinger |
Physics-plus-AI molecular design software | NASDAQ US |
$27.14 | −9.50% | −10.9% | +77.6% | +51.8% | −16.8% | 2026-11-04 | |
| ABSI Absci |
Generative-AI antibody design | NASDAQ US |
$11.13 | −8.02% | +3.5% | +40.4% | +218.9% | −8.0% | 2026-11-12 | |
| ABCL AbCellera Biologics |
AI-driven antibody discovery | NASDAQ Canada |
$12.27 | −6.19% | −11.8% | +110.5% | +258.8% | −17.2% | 2026-11-09 | |
| TEM Tempus AI |
Clinical and genomic data for AI diagnostics | NASDAQ US |
$72.22 | −7.22% | −5.6% | +56.8% | +22.3% | −19.6% | 2026-11-02 |