AI bio debate: CROs win short term as drug testing outweighs molecule generation
Ronangmi · x · 2026-10-05
A quoted thread argues the picks-and-shovels play: CROs are the clearest short-term winners as AI explodes the number of generated compounds, shifting the bottleneck to physical testing. The poster adds that while AI bio now focuses on designing drugs, the long-term value lies in drug testing and diagnostics — any technique raising clinical trial pass rates should be worth more than the drugs themselves; generating candidates from a known target may eventually be trivia.
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