Feb 13, 2026: The $2 Billion AI Biotech That's Undervalued - Recursion Pharmaceuticals w/ Manisha Samy

February 13, 2026: AI in Drug Discovery

It costs $2.5 billion and up to 10 years of effort to successfully bring a new drug to market.That's an extremely high hurdle to succeed!It's no wonder why the high costs of FDA trials & the elevated rates of failure often result in small-cap drug developers declaring bankruptcy. Biotechnology is one of the stock market's riskiest sectors to invest in.

But what if there was a way to change that?

What if we could use technology to alleviate some of the biotech industry's deepest and most systemic risks?AI doesn't necessarily produce better drugs. Though it might be able to reduce drug development costs and timelines significantly.

And if it did, that would be a game-changer for the entire industry.

On today's show, my special guest Manisha Samy and I will discuss how AI-native infrastructure could vastly improve the return profiles of early-stage biotech companies.

Our stock of focus will be Recursion Pharmaceuticals (Nasdaq: RXRX) who's creatively using AI to guide several programs in its development pipeline.

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