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    The FDA’s AI Shift Just Created a Huge Opportunity - 6/23

    Ian Cooper
    Monday, June 23, 20255 min read
    The FDA’s AI Shift Just Created a Huge Opportunity - 6/23

    U.S. Food and Drug Administration (FDA) is preparing to roll out a powerful generative AI model to assist with scientific reviews. According to FDA Commissioner Marty Makary, this system is expected to be deployed across the agency reshape it from the inside out.

    AI in Healthcare Is Exploding

    This regulatory embrace of AI coincides with explosive growth across the healthcare AI sector.

    According to AI in healthcare market is projected to grow from $613.81 billion by 2034. That’s an increase of more than 2,200% in just a decade.

    Why the surge? Simply put, AI is revolutionizing the way the industry operates:

      technological progress and regulatory adoption — makes certain companies especially attractive right now.

      Here are two stocks well-positioned to benefit from this shift.

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    Company:
    Recursion Pharmaceuticals     is at the forefront of AI-driven drug discovery.

    The company combines biology, chemistry, automation, and machine learning to accelerate the identification of new therapies. And it’s already making big moves — particularly through its partnership with pharmaceutical giant fourth milestone in its Sanofi collaboration, earning a $7 million payment. This milestone was tied to progress on an Najat Khan, explained:

    “Our portfolio evolution reflects Recursion’s commitment to advancing medicines in areas of high unmet need... We are proactively streamlining our portfolio, platform, and operations, making deliberate tradeoffs to focus resources on programs with the strongest scientific rationale and the highest potential for near- and long-term impact.”

    In plain terms: Recursion is doubling down on the projects with the biggest potential payoffs, using AI to sharpen its focus and execution.

    That’s not just good science — it’s smart business.

    With the FDA now embracing AI, companies like Recursion — already using machine learning in partnership with Big Pharma — may soon have a smoother path to approvals and commercialization.

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    Company:
    Schrödinger     is revolutionizing how those drugs are designed in the first place.

    Schrödinger is a leader in computational molecular modeling — using software to

  1. Maestro – an intuitive interface for molecular modeling

  2. LiveDesign – for real-time collaboration and molecule design

  3. FEP+ – predictive software that calculates the binding affinity of molecules

  4. Glide – a tool for virtual screening of potential drug compounds

    5. This isn’t theoretical science — it’s already being used in real-world drug development.

    Schrödinger’s platform helps pharmaceutical companies identify promising drug candidates faster, with a higher probability of success. As AI becomes more central to the FDA’s review process, tools like Schrödinger’s — which already generate data at a high standard — are likely to become even more valuable.

    Moreover, the scalability of Schrödinger’s software means its addressable market is broad — not just biotech and pharma, but also materials science and industrial chemistry.

    With the regulatory winds shifting in favor of AI, Schrödinger stands to benefit on multiple fronts.

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    Written by Ian Cooper

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