#303: The AI Stocks No One is Talking About: Biotech Boom

This week, Emmet and Mike are digging into one of the hottest trends of our futuristic world: human longevity. We’ve all seen Bryan Johnson on our social feeds, but the business of living longer is more than just a meme. Today, new-age pharmaceutical companies are leveraging AI to reinvent the drug development process—making it faster, cheaper, and more customizable. If they’re successful, it could become one of the most important scientific innovations of all time.

This raises the question: how do you invest in it?

Emmet sees four categories:

• Metabolic longevity — Eli Lilly, Novo Nordisk
• Early disease detection — Guardant Health, Exact Sciences
• Longevity infrastructure — Thermo Fisher, Danaher Corp
• Moonshots — Recursion Pharmaceuticals Inc

But which stocks are the lads’ favorites?

Mike favors Tempus AI (TEM) for its two-pronged business model, composed of diagnostics and data. The diagnostics side is similar to Guardant Health, focusing on hereditary and sequencing tests. The data side consists of vast libraries of medical data that are licensed to other pharma and biotech companies, enabling things like trial design, pre-validation, and patient enrollment. They also have some impressive stats: net revenue retention sits at 126%, and they have over a billion dollars in backlog.

Emmet goes with a stock he previously added to his watchlist, but later removed due to its complexity: Recursion Pharmaceuticals. It has a validated, full-stack platform for AI-driven drug discovery, but currently licenses data from Tempus AI. It recently achieved its first patented result from its AI system, which is considered a major breakthrough.

They wrap up by sharing which stock they would invest in today.

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00:00 Intro01:31 Why Longevity Matters07:31 Demis Hassabis on the Future of AI15:08 Longevity Investing Archetypes24:16 Tempus AI Overview31:39 Recursion Pharma Pitch45:07 10K Portfolio Split