Anthropic Establishes AI Bio Lab

An AI researcher conducts unmanned cellular and protein physical experiments 24/7 using robotic arms. Anthropic explained that it has built the industry's first bio lab to perform actual physical experiments beyond computer simulations.

This enables AI researchers to conduct experiments and hypothesis testing unmanned 24/7, aiming to create a fully automated experimental environment using robotic arms and other tools.

Especially on September 18, 2024, AI entered the physical lab beyond virtual simulations, ushering in an era where AI scientists perform actual experiments along with ideas.

Combining companies' vast research data and R&D infrastructure with AI's data processing capabilities shortens new drug development time and pathways, aiming to reduce costs and maximize margins.

Amid rising expectations for biotech stocks across the board, the fund has shifted to a full-fledged upward trend since June, driving fund returns.

Increased computing demand in the bio sector provides new growth momentum for AI infrastructure stocks, and the surging data processing volume upon successful new drug development is expected to drive demand for memory semiconductors.

This explains why the increase in data analysis for bio new drug development contributes to maximizing profitability relative to computing costs, and why the ARKG ETF is drawing attention as an AI bio beneficiary portfolio.

With the appointment of regulatory reformists in key FDA positions on September 8, expectations for new drug approval and clinical trial system improvements are rising, and the establishment of the first AI-dedicated position within the FDA signifies strengthened national support for AI-based new drug development.

The introduction of fast-track clinical trials is expected to enhance the efficiency of new drug development for bio companies and invigorate the market.

In addition, TXG (10x Genomics), an Anthropic Claude partner, and Tempus AI, which assists new drug development by analyzing patient data, are mentioned as major beneficiaries, but due to the high volatility of biotech stocks, caution is needed for short-term surges.

In Korea, sales of obesity treatments like Mounjaro and Wegovy are skyrocketing, with cases of people traveling to Japan for treatment, and manufacturers of obesity drugs are aiming for subscription-based business models like Netflix.

Eli Lilly's obesity treatment expansion from injectables to oral drugs.

Anthropic's success in new drug development through AI opens up possibilities for treating intractable and incurable diseases, securing a powerful new growth engine.

Success in the biopharmaceutical sector will create a virtuous cycle driving demand for semiconductors and data centers, and as Nvidia's CEO mentioned, new demand for AI will expand across nations, companies, research institutes, and biotech.

Just as 80% margins on Anthropic's financial statements are pointed out to have low actual profitability when excluding learning costs and profit sharing, investors need a cool-headed judgment regarding positive news at the time of an IPO.

This also leads to analysis that AI companies might be using a trick to inflate their value before going public.