Ale's World of Stocks 对 $RXRX 的判断变化
好了，各位，是时候结束列表了，现在来看第三只股票，这将是三只中风险最高的选择。这有点像登月计划，是其中最具投机性的选择，那就是 Recursion Pharmaceuticals，股票代码 RXRX。
All right, guys. Um, it's time to wrap up the list, though, with um stock number three now, which is actually going to be our riskiest option of the three. Um, and it's kind of a moonshot play, uh, the moonshot option of the bunch, and that is Recursion Pharmaceuticals, ticker symbol RXRX,
与 Lily 或 Fizer 不同，Recursion 不是传统的制药巨头，拥有数十种已商业化的药物，产生数百亿现金，或拥有三位数的庞大管线，而是一家 AI 优先的生物技术公司，从零开始建立，用 AI 驱动的机器学习取代手动湿实验室生物学。
who unlike Lily or Fizer, uh, Recursion is not a traditional big pharma giant with dozens of, you know, commercialized drugs already generating tens of billions in cash or some monumental pipeline in the triple digits, but rather this is an AI first biotech that was literally built from the ground up to replace manual wet lab biology with AIdriven machine learning.
例如，他们运营自动化机器人实验室，每周执行数百万次微观实验，生成 PB 级的专有生物学数据。这些非常有价值的数据随后被输入他们庞大的超级计算机 BioHive 2，它最初被认为是生物技术领域最强大的超级计算机，使用数百块高端 Nvidia GPU。
For example, they run these automated robotics labs that perform millions of microscopic experiments every single week, generating pabytes of proprietary biologics data. And that super valuable data, by the way, is then fed into their massive supercomput called BioHive 2, which was originally the most considered the most powerful supercomputer in biotech, using hundreds of high-end Nvidia GPUs.
我们用它来构建基础模型，绘制人类疾病网络图，并预测化合物如何与疾病细胞相互作用。这个平台已经吸引了业内一些最大的公司，他们现在与 Ro Bear、Sanifi、Brislers、Squib、Merc 等巨头签订了多年合同。
We're using that to build foundational models that can map out human disease networks and predict how compounds interact with disease cells. Well, this platform has already attracted some of the biggest names in the industry where they now hold multi-year contracts with giants like Ro Bear, Sanifi, um Brislers, Squib, Merc, and more.
他们甚至与英伟达、谷歌和Tempest等科技巨头深度合作。即使在内部，这个AI平台对他们来说也大有可为。例如，他们的主要肿瘤学项目RAC7735仅通过筛选242种化合物就在短短10个月内完成设计和优化，这完全碾压了传统生物技术公司通常需要3到5年且要筛选数千种化合物的时间线。
And they're even deeply partnered with tech powerhouses like Nvidia, Google, and Tempest as well. And even inhouse, this AI platform holds a lot of promise for them, too. Their lead oncology program for example RAC7735 was designed and optimized in just 10 months by screening only 242 compounds which completely crushes the traditional biotech timeline of anywhere from like 3 to 5 years and having to you know go through thousands of compounds by comparison.
但正如我所说，这仍然是三者中风险最高的选择，而且差距明显。这主要是因为他们的所有合作里程碑付款可能且很可能高度波动且不可预测，即使是他们自己的内部开发也始终面临失败的风险。
But like I said this is still the riskiest option of the three and it's not even close. uh mainly because of all of their um collaboration milestone payouts that can and very likely will be highly volatile and unpredictable with even their own in-house developments always being at risk of failure too.
结果是，我们有时确实面临不可靠的销售，而底线亏损则要大得多。尽管分析师预测至少预计股价会强劲反弹，但该股自IPO以来一直表现糟糕，累计下跌约90%。
Now the result is that we really have unreliable sales here at times with much bigger losses on the bottom line. And while analyst projections do at least predict a strong rebound in the in the stock price, um that stock has so far been a devastatingly terrible performer ever since they IPOed falling around 90% all time.
幸运的是，我在那次巨大崩盘之后很久才买入了非常少量的股份。所以我觉得完全没问题，可以将其作为未来一个非常小的投机性持仓。
Now thankfully I purchased a very tiny amount well after that gigantic crash. So I feel totally fine, you know, holding this as a very small spec play for the future.
我确实认为，如果他们能向市场推出商业上成功的产品，它会有巨大的潜力。我认为这可能是一个高飞股，但在那之前，它仍然是一个高风险但潜在高回报的登月式投资。
And I do think that it does have a lot of tremendous potential if they ever manage to release a commercial hit into the market. I think this could be a high-f flyier, but until then, it remains a high-risk but potentially highreward kind of moonshot type of play.