Thread by @Biotech2k1

Top Tech in Biotech names.

Looking at top 3 companies using #AI, #ML, #Automation, #DeepLearning and #CAD in biotech drug discovery.

This is one space where I have a very hard time picking a favorite out of my top 3 of $SDGR, $RXRX and $EXAI. Each of these companies is using technology in a very powerful way to drive drug discovery.

It can take many years and over $1 billion in cost to developing a drug as 90% of new science fails to reach commercial. That is due to most of biotech being trial and error. By using technology, we can lower the cost and improve the chances of success.

First is $RXRX which is using automation by taking robots and having them run millions of experiments per week. All that data is recorded and built into a super computer that uses AI and Machine learning to use that data to discover new drugs and new uses for old drugs.

Then comes $SDGR which is using Computer Aided Design to develop software that predicts the movement and functions of proteins. This allows them to develop better drugs that target these proteins.

The last is one of my favorites and has 2 platforms. $EAXI uses AI and Machine learning to take all the known research and data and use it to drive drug discovery.

The other platform takes a single cell from a tumor and uses the genetics of that cell to pick the perfect treatment option for that specific tumor. This is all about personalized medicine. They showed they could improve outcomes by 30% over current standard of care.

This is one of my favorite spaces for the next decade or more. Its also one space where I find the most reluctance and skepticism by investors. That means its still in its infancy and cheap. Its hasn't seen mass investor adoption yet.

The tech investors don't understand the biotech side and the biotech investors don't seem to get the tech side. That makes it a good place a versatile investor to get in early.