Why Absci Corp. Represents the AI Biotech Long Game Through 2036

Absci Bets on Programmable Biology

Those seeking the next big thing in artificial intelligence often look to chipmakers or model builders. But if I had to choose one AI stock for a time capsule that won’t be cracked open until 2036, I’d bypass the headline-grabbing names like Nvidia and Nebius Group. Instead, I’d back a quieter revolution happening in medicine: Absci Corp. (NASDAQ: ABSI).

The company is redefining how medicines are discovered. Rather than starting with molecules and testing them endlessly in labs, Absci begins with disease targets and uses generative AI to design potential protein-based drugs entirely on computer before ever entering a lab. This “data-first generative AI drug creation” approach could fundamentally accelerate the path from research to reality.

Image source: Getty Images.

Strategic Partnerships Validate the Platform

Absci’s credibility is underscored by its partner roster. In 2022, the company announced a research collaboration with Merck to explore new biologic candidates—a significant vote of confidence from one of the world’s most sophisticated R&D organizations. The following year, it partnered with PrecisionLife to co-develop treatments for complex chronic diseases, combining computational patient insights with AI-driven drug design. More recently, Absci joined forces with Owkin, another AI-focused biotech, to advance immuno-oncology and immunology therapies through integrated platform technology.

Built for Scale, Not Just Services

Unlike a pure-play service provider, Absci is simultaneously advancing its own pipeline of AI-generated biologic candidates. This dual-track strategy positions the company to capture both collaboration revenues and potential royalties from internally developed drugs. As its messaging evolves toward “breakthrough therapeutics designed with generative AI,” it becomes clear that leadership is deliberately reserving top prospects for in-house development rather than licensing everything externally.

Long-Term Vision, Near-Term Risks

The path to 2036 is uncertain. Drug development remains arduous, and even the most promising candidates face setbacks. Absci will likely issue additional shares to fund operations, a reality that may spook some investors. Yet these challenges underscore why the company fits the “time capsule” model: markets typically struggle to value platforms with nonlinear payoffs stretched across years. When successful, such systems can generate dozens of drugs—and corresponding revenue streams—over a decade.

For patient investors, Absci represents a high-risk, high-reward opportunity to participate in AI’s potentialtransformation of pharmaceutical discovery. By 2036, it could emerge as a diversified leader with multiple approved therapies and royalty streams. Or it could serve as a cautionary tale about optimism meeting biological complexity. Either outcome, however, makes it one of the most intriguing AI plays for those thinking decades ahead.<|observation|>

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