The creator holds a small speculative position in a high-risk AI biotech company with a promising platform, despite its 90% post-IPO stock drop.
Source Post
Top AI Biotech Stocks Set To Explode 2026
Sep 1, 2026
The creator discusses the integration of AI in the pharmaceutical industry, highlighting how it's revolutionizing drug discovery and development. Three biotech stocks are presented: a safer heavyweight (Eli Lilly), a value/dividend stock, and a riskier pure-play AI biotech. Eli Lilly (LLY) is detailed as a leader in peptide-based medicines, leveraging AI and supercomputing for drug development, with significant revenue from treatments like Mounjaro and Zepbound.
Linked Mentions
Tickers discussed in this post
Tempest is mentioned as a tech powerhouse partnered with AI biotech companies.
Nvidia is mentioned as a tech powerhouse partnered with AI biotech companies.
Merck is mentioned as an established AI biotech stock partnered with tech giants.
Bristol Myers Squibb is mentioned as an established AI biotech stock partnered with tech giants.
Sanofi is mentioned as an established AI biotech stock partnered with tech giants.
Recursion Pharmaceuticals (RXRX) is highlighted as a risky, AI-first biotech that uses machine learning and massive data processing to revolutionize drug discovery, attracting major industry and tech partnerships.
Pfizer offers a much cheaper valuation, a mouthwatering dividend yield, and is a better long-term investment due to its AI-driven diversification and strategic acquisitions, despite its stock price being lower than pre-pandemic levels.
Eli Lilly (LLY) is a leading biotech using AI for peptide-based medicines and drug discovery, with strong revenue from Mounjaro and Zepbound.