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
+4.3%% in uptrend
40%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 |
$3.33 | −7.24% | −11.0% | +5.4% | −18.6% | −32.9% | 2026-11-02 | |
| SDGR Schrödinger |
Physics-plus-AI molecular design software | NASDAQ US |
$30.85 | −2.13% | +23.1% | +75.4% | +72.5% | −7.6% | 2026-11-04 | |
| ABSI Absci |
Generative-AI antibody design | NASDAQ US |
$9.13 | −9.73% | +4.5% | −0.5% | +161.8% | −24.5% | 2026-11-12 | |
| ABCL AbCellera Biologics |
AI-driven antibody discovery | NASDAQ Canada |
$11.62 | −2.76% | −6.1% | +2.1% | +239.8% | −21.6% | 2026-11-09 | |
| TEM Tempus AI |
Clinical and genomic data for AI diagnostics | NASDAQ US |
$75.89 | −4.46% | +11.1% | +45.7% | +28.5% | −10.8% | 2026-11-02 |