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Lily Carter's avatar

This is exactly the kind of deep dive the biotech industry needs! Moderna’s short interest spike is a fascinating trend especially when paired with Goldman’s bullish outlook. The biotech sector thrives on innovation, but volatility makes it a playground for risk tolerant investors.

And AI driven drug discovery like incyte and genesis therapeutics seems to be gaining serious traction. Any thoughts on which biotech firms are leading the AI charge in 2025?

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Katerina Roznik's avatar

Thanks for your insights, Lily!

I've been keeping an eye on Recursion, especially with its recent acquisition of Exscientia. I think these two companies are leading the charge in AI-driven drug discovery right now, alongside Insilico Medicine. Insilico has their AI-designed drug, ISM001-055, targeting TNIK to treat idiopathic pulmonary fibrosis. I think it's currently (or soon will be) in phase 3 trials, marking the most advanced stage reached by an AI-developed drug in clinical trials to my knowledge.

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