Strongly agree with the picks and shovels approach and that CROs are the most obvious winners in ...
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The post favors “picks-and-shovels” exposure to AI drug discovery, arguing that CROs and wet-lab testing may benefit as AI-generated compounds increase demand for validation. It specifically names TWST, GenScript, ILMN, and TXG; quoted figures include triple-digit AI-enabled order growth for TWST in FY26 and FY27, and GenScript’s AIDD business doubling year over year in 1H26.
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