Investment strategist picks Absci Corp., an AI drug-discovery company, as single AI stock to hold through 2036.

Absci positions itself as a 'data-first generative AI drug creation company' that uses AI to design potential protein-based drugs on the computer before laboratory testing, combining deep learning models with a high-throughput wet lab for both design and experimental validation.

The company has partnered with Merck (2022 research collaboration on new biologic candidates), PrecisionLife (2023 R&D partnership on complex chronic diseases), and Owkin (early 2025, co-developing immuno-oncology and immunology candidates), and is also advancing its own pipeline of AI-designed biologic drug candidates rather than only licensing its platform.

The strategist frames Absci as a long-term bet on a platform whose returns are nonlinear and distant, arguing the market structurally undervalues such companies; by 2036 it will either become a larger company with royalty streams and owned products from its platform, or demonstrate why biology resisted another wave of technological optimism.