Concentrated Discovery Moonshots
Daniel100.eth@daniel100eth
−10.7%
since Oct 6
The idea
I believe the next wave of medicine will come from companies that treat drug discovery as a data and compute problem, not just a lab problem. This basket leans hardest into AI-native discovery platforms, backed by gene editing, genome reading, and steadier instrument makers for balance, with no single name over 15%. I keep 10% in cash to add on dips, and I would rethink this if the AI-discovery names stopped translating into real pipeline progress over several years.
What it owns
- The core bet is that laboratories using artificial intelligence can discover drugs faster and cheaper than traditional pharmaceutical research. · Recursion PharmaceuticalsIt treats drug discovery as an artificial intelligence and automation problem, screening biology at scales human laboratories cannot match., Tempus AIIt converts clinical and genomic records into data that drug developers pay to access and use., SchrodingerIts physics-based simulation software lets researchers test molecules on a computer before entering the laboratory., AbCellera BiologicsIt finds antibodies for partners using an artificial intelligence driven search platform, fitting the bet on rebuilding how medicines are discovered.40%
- If discovery accelerates, gene editing is how the newly invented cures get developed and delivered to patients. · CRISPR TherapeuticsIt has an approved gene-editing therapy on the market, proving that molecularly rebuilt medicine can actually reach patients., Beam TherapeuticsIt uses base editing to change single DNA letters without cutting the strand, representing the next generation of precision editing.16%
- Equipment makers get paid regardless of which discovery platform succeeds, providing stability across the take. · Thermo Fisher ScientificIt sells the equipment and consumables that every laboratory in this take needs, regardless of which discovery platform wins., DanaherIts bioprocessing tools are used to manufacture the biologic and gene-edited medicines the rest of the take is inventing.15%
- Sequencing and single-cell analysis tools provide the raw biological data that every discovery platform depends on. · IlluminaIt makes the sequencers that nearly every discovery lab in the take depends on, winning whenever more genomes get read., 10x GenomicsIt provides the tools that let researchers read biology one cell at a time, the resolution that artificial intelligence discovery labs need for training data.15%
- A small asymmetric bet that quantum computing eventually becomes useful for molecular simulation and chemistry. · IonQIt is developing quantum computing hardware that could eventually simulate chemistry in ways classical computers cannot.4%
- Cash10%