Recursion Pharmaceuticals

UK life science start-ups seek US finance due to investor caution, while UK retains innovation edge. Ignota Labs uses AI to rescue failed drugs, securing $5m in US investment. Warwick University spinout Nanosyrinx benefits from UK's compact geography and talent density. Astra Zeneca's move to Cambridge has fostered innovation. Genomics England aims to use genomics for preventative healthcare, accelerating research into clinical practice.

Biotech and AI advances drive medicine's revolution with biologics surge, market growth, and precision medicine. Curative therapies, AI in drug discovery, and multiomics for early disease detection transform healthcare. CRISPR-based cures and AI-driven drug discovery reduce costs and time. Multiomics enhances cancer detection and treatment, improving survival rates and market expansion. ARK Genomic Revolution UCITS ETF offers exposure to these advancements.

Recursion's AI-driven drug REC-3964, an oral, non-antibiotic small molecule, has dosed its first patient in Phase II ALDER trial for recurrent Clostridioides difficile infection. REC-3964 targets toxin B's glucosyltransferase activity, differing from antibiotics by preserving gut microbiome. The trial aims to assess safety, tolerability, and efficacy, with results expected in Q4 2025. RecursionOS, the AI platform, accelerates drug development, reducing time and cost.

The AI in biotechnology market is dominated by cloud-based solutions due to scalability and reduced costs. Research institutes and labs are expected to grow fastest, leveraging AI for data analysis and virtual models. North America leads in market share, driven by substantial funding and AI integration across sectors. Key players include NVIDIA, Illumina, and Exscientia, focusing on AI applications in healthcare and drug development.

The global AI in Biotechnology market is expected to grow from USD 3.23 billion in 2024 to USD 7.75 billion by 2029, driven by cross-industry collaborations, AI-powered biomarker discovery, and AI-CRISPR synergy. Key players include NVIDIA, Illumina, Exscientia, and others, who use strategies like partnerships and product launches to dominate the market. Challenges include fragmented regulations and AI infrastructure limitations.

AI in biotechnology market to reach USD 7.75 billion by 2029, driven by personalized medicine, supply chain optimization, and clinical trial innovations. End-to-end solutions and cloud-based deployments lead growth. Asia Pacific expected to grow fastest due to government support.

At the Young & Partners Pharmaceutical Executive Summit, Fred Hassan and Najat Khan discussed AI's impact on medicine creation, comparing AI to electricity and highlighting its potential to reduce drug failure rates and healthcare costs by accelerating research and improving hypothesis generation.

Cellino Biotech appoints Chris Gibson to its Board of Directors. Gibson, Recursion's CEO, brings AI-driven drug discovery experience. Cellino aims to scale autonomous biomanufacturing for personalized regenerative medicines.

Recursion’s REC-3964, a novel non-antibiotic small molecule, is in Phase 2 trials for recurrent Clostridioides difficile infection. It selectively inhibits the bacterial toxin’s glucosyltransferase activity, potentially reducing recurrence rates and healthcare costs.

Genomics, the study of an organism's complete DNA, integrates with proteomics and metabolomics to revolutionize disease detection and treatment. Advances in DNA sequencing have reduced costs and time, making genomics integral to healthcare. The sector is expected to grow significantly, driven by government grants and increasing cancer incidence. Functional genomics, particularly CRISPR/Cas9 research, leads current advancements. North America dominates the market, but Asia-Pacific is expected to close the gap. Investors can gain exposure through ETFs, individual stocks, or private equity, though challenges include workforce shortages and data integration.