The $1.8B AI Biotech That's Undervalued - Recursion Pharmaceuticals w/ Manisha Samy | 7investing скачать в хорошем качестве

The $1.8B AI Biotech That's Undervalued - Recursion Pharmaceuticals w/ Manisha Samy | 7investing

Drug development is brutally expensive ($2.5B) and slow (10 years). But AI is finally changing that! Simon Erickson reunites with Manisha Samy (former 7investing advisor, Stanford-trained biotech expert, VC, and consultant) to break down how artificial intelligence is revolutionizing drug discovery—and analyze Recursion Pharmaceuticals (RXRX) as the pure-play investment opportunity. Why Biotech Is So Hard: Average drug: $2.5 billion + 10 years to commercialize Tens of thousands of molecules tested before finding ONE candidate Multiple clinical trial phases (Phase 1, 2, 3) - each costing millions Probability of success varies by indication (oncology vs neurology) Binary outcomes: 8 years of work → trial fails → stock devastated Can't "fail fast" What AI Does Well (Right Now): ✅ Small molecule drug discovery (not cell/gene therapy yet) ✅ Target identification ✅ Molecule generation & optimization ✅ Preclinical process compression (shaving 12-18 months) ✅ Cost savings through automation What We're Waiting to See: ⏳ Improved probability of success (Phase 1 → Phase 2 → Phase 3 transitions) ⏳ Safer drug profiles ⏳ Better morphology data Recursion Pharmaceuticals (RXRX) Deep Dive: The Competitive Advantage: Largest phenomic dataset in the world (proprietary) Vertically integrated platform Millions of chemical perturbations on human cells Computer vision + machine learning capture patterns invisible to human eye Closed-loop learning system (AI gets smarter over time) The Pipeline: MEK inhibitors + multiple early-stage programs Going after smaller indications (economically feasible now with AI) Oral compounds = first-line therapy potential (faster to revenue than CAR-T) The Partnerships: Roche, Sanofi, Bayer, Merck Getting PAID to build bigger datasets Each partnership improves their AI infrastructure The Valuation: Current market cap: $1.8 billion Manisha's analysis: Pipeline alone worth ~$2.7 billion (AI not even factored in!) AI platform value completely discounted by market Early mover advantage with dataset moat Manisha's Rating: Cautious Buy 🎯 The Investing Thesis: Biotech isn't valued on fundamentals pre-revenue—it's valued on: Probability of success Timeline to commercialization Market size if successful AI improves ALL THREE. And the market isn't pricing it in yet. Bonus Topic: GRAIL update (Illumina spinout), direct-to-consumer cancer diagnostics, Guardant Health, Exact Sciences, Tempus AI, Hims & Hers genomics play What's Next: Waiting for AI to hit cell & gene therapy at scale (CAR-T + AI = game changer) Stocks Discussed: Recursion Pharmaceuticals (RXRX) - Cautious Buy at $1.8B market cap GRAIL, Guardant Health, Exact Sciences, Tempus AI (diagnostics space) Insilico Medicine (competitor) 🔗 Free 7investing trial: https://7investing.com/subscribe Next Episode Monday: John Rotonti on value investing & deep fundamental research (shifting gears from innovation to value) ⚠️ Do your own research. Not financial advice. #biotech #AI #drugdiscovery #recursion #RXRX #biotechinvesting #artificialintelligence #pharmaceuticals #7investing #ManishaSamy #CRISPRtherapy #clinicaltrials #FDAapproval