Merle Ted
08-04 07:57

$SPDR S&P 500 ETF Trust(SPY)$ $iShares Biotechnology ETF(IBB)$ AI disruption in biotech is already happening, and $Eli Lilly(LLY)$  looks like the clear leader right now. They're using deep structural AI to accelerate drug development through the partnership with $Alphabet(GOOG)$  Isomorphic Labs and Genetic Leap. The company is already in high-margin commercial markets, has a bulletproof balance sheet, and the AtaiBeckley acquisition gives them a lead in the psychedelic drug space, which I think could be a blockbuster. I've been waiting for a decent pullback from the highs, and picked up some shares at a discount.

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