Forget Recursion Pharmaceuticals: This Could Be an Even Better Artificial Intelligence (AI) Stock

Core Insights - Recursion Pharmaceuticals is a pioneer in utilizing artificial intelligence (AI) for drug discovery, having started its efforts in 2013, well before AI became a prominent topic in the industry [1] - Despite its first-mover advantage, Recursion faces increasing competition, particularly from Eli Lilly, which is positioning itself as a strong contender in the healthcare AI space [2] Company Overview - Recursion Pharmaceuticals currently has no products on the market and none of its candidates are in phase 3 studies, raising questions about its ability to deliver tangible results despite claims of efficiency in drug development [4] - The company has some early-stage candidates and may benefit from the FDA's shift away from animal testing towards AI models [5] Technological Advancements - Recursion has built the largest supercomputer in the pharmaceutical industry in collaboration with Nvidia, but this title may soon be challenged by Eli Lilly, which is also partnering with Nvidia to create a more powerful supercomputer [6][8] - Eli Lilly's extensive clinical trial data across various therapeutic areas provides it with a significant advantage in utilizing AI for drug discovery compared to Recursion [7][9] Competitive Landscape - Eli Lilly's established history and vast clinical trial experience position it as a safer investment in AI drug discovery compared to Recursion, which lacks the same level of data and experience [6][8][9]