Citrini Research is bullish on the AI drug discovery supply chain, naming beneficiaries including Charles River and Revvity
Odaily Report: After testing Anthropic's Claude Science, Citrini Research stated that AI-accelerated drug discovery is expected to drive growth in the life sciences industry, and highlighted beneficiaries including Charles River Laboratories and Revvity. Citrini Research believes that as AI accelerates the design of drug candidates, demand for experimental validation will also grow, creating opportunities for companies that provide drug testing, laboratory equipment, and R&D services. Among them, Charles River is a key drug testing service provider, while Revvity supplies scientific research instruments and software, which Citrini views as the "compute infrastructure" of the biotech R&D sector. (Bloomberg)
