ten clinical catalysts at cheap valuation
RXRX is a high-upside AI drug-manufacturing pure-play with multiple forthcoming clinical readouts (he cites 10 readouts), and he argues that even a small subset succeeding could drive massive value creation versus its current “cheap” valuation.
Recursion Pharmaceuticals combines an AI-native drug-discovery platform with approximately ten forthcoming clinical readouts, where even modest success across the pipeline could drive value creation far above the current depressed valuation. The asymmetric setup favors buyers willing to tolerate binary catalyst risk.