John

[John @JohnJohnII63]

RXRX is the bigger, bolder platform. Recursion now synthesizes 90% fewer compounds per program than the industry standard, averaging about 330 versus the 2,500–5,000 compound benchmark, while advancing programs to development candidates roughly twice as fast. That's genuinely impressive if it holds at scale. And over 50 petabytes of proprietary multimodal data underpins their end-to-end AI-native drug discovery platform — that's a real moat that takes years to replicate. If you believe AI will restructure all of small-molecule drug discovery, RXRX is the pure-play bet. The Motley
But "powerful platform" and "good investment" aren't the same thing. RXRX burns roughly $97M per quarter versus ABCL's $30M. Their runway extends into early 2028 — which sounds fine until you remember biotech timelines slip, and dilutive raises at bad moments destroy shareholders.
ABCL is genuinely underappreciated in one way: the company completed a new GMP facility and holds about $700 million in cash equivalents and committed funding with an annual run rate near $120 million, positioning the company to push toward roughly five clinical programs — meaning they can manufacture their own drugs, control their supply chain, and don't depend on CDMOs. That's a strategic advantage RXRX doesn't have, and it rarely gets priced in. ABCL635 is a first-in-class anti-NK3R antibody for menopausal hot flashes with a once-monthly autoinjector profile, and management estimates a U.S. addressable market near $6 billion. That's not a niche indication — that's a potential blockbuster if the Q3 data delivers.
My bottom line: ABCL is the better risk-adjusted bet right now with a concrete near-term catalyst in Q3. RXRX is the bigger long-term platform story, but you're paying for a vision that still needs clinical proof. I'd want both in a biotech portfolio, but I'd be sizing ABCL larger heading into Q3 and reassessing RXRX after their Sanofi/Roche development candidate decisions later this year.
Neither is a sure thing — this is early-stage biotech — but both are genuinely interesting AI-driven stories in a space that's heating up fast.

[John @JohnJohnII63]

@alc2022 Hurry before it doubles Abcl

[John @JohnJohnII63]

@alc2022 Radar Lock

[John @JohnJohnII63]

@cyberprince_rwo lol Abcl 🚀🚀🚀🚀🌕🌕🌕🌕

[John @JohnJohnII63]

@iHooghvorst @JTLonsdale Yes Joe your partner owns 5% of Abcellera 👍 Peter T

[John @JohnJohnII63]

@otigart lol paint em green

[John @JohnJohnII63]

@carolee5 @catturd2 🙏

[John @JohnJohnII63]

@seahorse_anton Good Luck 🍀 long term only not a trader

[John @JohnJohnII63]

@UntoldWarFacts 💯💯💯

[John @JohnJohnII63]

@ironman20054 You will be pissed tomorrow

[John @JohnJohnII63]

@ironman20054 No volume sell means nothing

[John @JohnJohnII63]

@otigart 🤣🙏😎Abcl me too

[John @JohnJohnII63]

@KobeissiLetter These people don't care about humanity they could give a fuck

Finish them off

[John @JohnJohnII63]

@KobeissiLetter You know what to do. Make it happen

Stone ages so we don't have to do this anymore

[John @JohnJohnII63]

@4thOfJuly365 😅😅👍👍

[John @JohnJohnII63]

@mamboitaliano__ where can i buy that

[John @JohnJohnII63]

@mamboitaliano__ @MarioNawfal Why would he

[John @JohnJohnII63]

@PGATOUR @TCHouOpen 👍💯 good job gary

[John @JohnJohnII63]

No, Iran's strikes across the Gulf countries (Qatar, Saudi Arabia, UAE, Bahrain, Kuwait) in March 2026 have not been limited to just US military bases. While US bases and facilities (like Al Udeid in Qatar, Al Dhafra and Al Minhad in UAE, Fifth Fleet HQ in Bahrain, Ali Al Salem and Camp Arifjan in Kuwait, and Prince Sultan in Saudi Arabia) have been primary declared targets — often hit with drones and ballistic missiles — many attacks have struck other non-military sites as well.

You may be the stupid one.

[John @JohnJohnII63]

@GeneralJoeM17 💯💯💯🔥