$Recursion Pharmaceuticals, Inc.(RXRX)$  

Unrealised gain. It may all be gone in a moment like Serve Robotics when Nvidia decided to offload. But AI Pharma is one of my favorite theme to invest. Demis Hassabis recently said 2025 is the year AI designed drugs proceeding to clinical trials. Recursion acquired Exscientia last year. Both were leaders in AI Pharma field. The enlarged Recursion represents the top tier of AI Pharma companies with more than 10 drugs in development (compare with just a handful for clinical stage trial pharma companies). Recursion attributed the anomaly to the strength of their Recursion OS.

未实现的收益。当英伟达决定卸载服务时，它可能会像 Serve Robotics 一样瞬间消失。但人工智能制药是我最喜欢投资的主题之一。 Demis Hassabis 最近表示，2025 年是人工智能设计的药物进入临床试验的一年。 Recursion 去年收购了 Exscientia。两人都是人工智能制药领域的领导者。扩大后的 Recursion 代表了顶级的 AI 制药公司，拥有 10 多种正在开发的药物（相比之下，临床阶段试验制药公司的药物数量屈指可数）。 Recursion 将这一异常现象归因于其 Recursion OS 的强大功能。