{
  "report_id": "theme_ai_enabled_biology_and_scientific_discovery_node_computational_design_and_techbio_platforms",
  "report_type": "theme_value_chain_node",
  "site_path": "themes/ai-enabled-biology-and-scientific-discovery/nodes/computational-design-and-techbio-platforms/index.html",
  "title": "Computational Design And TechBio Platforms",
  "as_of": "2026-06-13",
  "generated_at": "2026-06-13T15:30:00-07:00",
  "freshness": {
    "price_data_as_of": "2026-06-12",
    "daily_ohlc_latest": "2026-06-12",
    "chart_interval": "weekly",
    "knowledge_reviewed_as_of": "2026-06-13",
    "web_research_as_of": "2026-06-13",
    "api_required": true,
    "chart_limitations": [
      "Right-rail charts use the report API at runtime; article-body static setup rows were removed in the 2026-06-13 format refresh.",
      "Ticker-specific daily_ohlc lineage rows show older ingestion runs for several names even though stored OHLC coverage extends to 2026-06-12.",
      "No confirmed next earnings dates were found in bounded Nasdaq/company-IR checks as of 2026-06-13.",
      "Review validation confirmed static API hooks and metadata; live loopback HTTP chart validation may remain environment-limited if the local report API is not reachable at 127.0.0.1:8765."
    ]
  },
  "revision": {
    "version": 2,
    "updated_label": "Reformatted computational design and TechBio platforms node to visual setup, basket cards, and evidence-board format",
    "metadata_path": "themes/ai-enabled-biology-and-scientific-discovery/nodes/computational-design-and-techbio-platforms/report.json",
    "template_source": "themes/power-scarcity-and-grid-load/nodes/utilities-and-grid-recovery"
  },
  "node": {
    "slug": "computational-design-and-techbio-platforms",
    "order": 5,
    "level": "L3 high-purity platform node",
    "role": "Turns computational chemistry, AI biology, biosimulation, antibody design, and owned discovery programs into paid workflow evidence, partner cash, milestones, royalties, or clinical assets.",
    "description": "This page covers public computational design and TechBio companies whose value depends on software adoption, partner acceptance, model-informed development workflows, or platform-originated human evidence. Revenue converts through ACV, collaboration revenue, upfronts, milestones, option exercises, royalties, services, adjusted EBITDA, or owned-pipeline economics."
  },
  "ticker_baskets": {
    "core": [
      "SDGR",
      "RXRX",
      "CERT",
      "ABCL",
      "RLAY",
      "ABSI"
    ],
    "option": [],
    "watch": []
  },
  "basket_ranking": [
    "SDGR",
    "RXRX",
    "CERT",
    "ABCL",
    "RLAY",
    "ABSI"
  ],
  "chart_artifacts": [
    {
      "chart_id": "chart-sdgr",
      "ticker": "SDGR",
      "source_table": "daily_ohlc",
      "chart_interval": "weekly",
      "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed",
      "indicators": [
        "20w_ema",
        "100w_ema",
        "weekly_volume",
        "20w_average_volume"
      ],
      "price_data_as_of": "2026-06-12",
      "visible_years": 3,
      "visible_start_date": "2023-06-23",
      "visible_end_date": "2026-06-12",
      "rendering": "report_api"
    },
    {
      "chart_id": "chart-rxrx",
      "ticker": "RXRX",
      "source_table": "daily_ohlc",
      "chart_interval": "weekly",
      "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed",
      "indicators": [
        "20w_ema",
        "100w_ema",
        "weekly_volume",
        "20w_average_volume"
      ],
      "price_data_as_of": "2026-06-12",
      "visible_years": 3,
      "visible_start_date": "2023-06-23",
      "visible_end_date": "2026-06-12",
      "rendering": "report_api"
    },
    {
      "chart_id": "chart-cert",
      "ticker": "CERT",
      "source_table": "daily_ohlc",
      "chart_interval": "weekly",
      "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed",
      "indicators": [
        "20w_ema",
        "100w_ema",
        "weekly_volume",
        "20w_average_volume"
      ],
      "price_data_as_of": "2026-06-12",
      "visible_years": 3,
      "visible_start_date": "2023-06-23",
      "visible_end_date": "2026-06-12",
      "rendering": "report_api"
    },
    {
      "chart_id": "chart-abcl",
      "ticker": "ABCL",
      "source_table": "daily_ohlc",
      "chart_interval": "weekly",
      "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed",
      "indicators": [
        "20w_ema",
        "100w_ema",
        "weekly_volume",
        "20w_average_volume"
      ],
      "price_data_as_of": "2026-06-12",
      "visible_years": 3,
      "visible_start_date": "2023-06-23",
      "visible_end_date": "2026-06-12",
      "rendering": "report_api"
    },
    {
      "chart_id": "chart-rlay",
      "ticker": "RLAY",
      "source_table": "daily_ohlc",
      "chart_interval": "weekly",
      "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed",
      "indicators": [
        "20w_ema",
        "100w_ema",
        "weekly_volume",
        "20w_average_volume"
      ],
      "price_data_as_of": "2026-06-12",
      "visible_years": 3,
      "visible_start_date": "2023-06-23",
      "visible_end_date": "2026-06-12",
      "rendering": "report_api"
    },
    {
      "chart_id": "chart-absi",
      "ticker": "ABSI",
      "source_table": "daily_ohlc",
      "chart_interval": "weekly",
      "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed",
      "indicators": [
        "20w_ema",
        "100w_ema",
        "weekly_volume",
        "20w_average_volume"
      ],
      "price_data_as_of": "2026-06-12",
      "visible_years": 3,
      "visible_start_date": "2023-06-23",
      "visible_end_date": "2026-06-12",
      "rendering": "report_api"
    }
  ],
  "links_out": [
    "theme_ai_enabled_biology_and_scientific_discovery",
    "theme_ai_biology_platform_validation",
    "sector_health_care",
    "security_sdgr",
    "security_rxrx",
    "security_cert",
    "security_abcl",
    "security_rlay",
    "security_absi"
  ],
  "knowledge_sources": [
    "../../../../../knowledge/wiki/concepts/themes/ai-biology-platform-validation.md",
    "../../../../../knowledge/wiki/lanes/sector/health-care.md",
    "../../../../../knowledge/wiki/concepts/themes/funding-dependency-and-duration-tolerance.md",
    "../../../../../knowledge/wiki/lanes/security/sdgr.md",
    "../../../../../knowledge/wiki/lanes/security/rxrx.md",
    "../../../../../knowledge/wiki/lanes/security/cert.md",
    "../../../../../knowledge/wiki/lanes/security/abcl.md",
    "../../../../../knowledge/wiki/lanes/security/rlay.md",
    "../../../../../knowledge/wiki/lanes/security/absi.md"
  ],
  "external_sources": [
    "https://ir.schrodinger.com/press-releases/news-details/2026/Schrdinger-Reports-First-Quarter-2026-Financial-Results/default.aspx",
    "https://ir.recursion.com/news-releases/news-release-details/recursion-reports-first-quarter-financial-results-and-provides/",
    "https://ir.recursion.com/news-releases/news-release-details/recursion-and-exscientia-two-leaders-ai-drug-discovery-space",
    "https://ir.certara.com/news-releases/news-release-details/certara-reports-first-quarter-2026-financial-results",
    "https://investors.abcellera.com/news/news-releases/2026/AbCellera-Reports-Q1-2026-Business-Results--Announces-Positive-Interim-Phase-1-Clinical-Data-for-ABCL635/default.aspx",
    "https://ir.relaytx.com/news-releases/news-release-details/relay-therapeutics-reports-first-quarter-2026-financial-results/",
    "https://ir.relaytx.com/news-releases/news-release-details/relay-therapeutics-announces-data-zovegalisib-fulvestrant-phase",
    "https://ir.relaytx.com/news-releases/news-release-details/relay-therapeutics-announces-initial-clinical-data-0/",
    "https://investors.absci.com/news-releases/news-release-details/absci-reports-business-updates-and-first-quarter-2026-financial/",
    "https://www.fda.gov/drugs/development-resources/model-informed-drug-development-paired-meeting-program",
    "https://www.fda.gov/regulatory-information/search-fda-guidance-documents/considerations-use-artificial-intelligence-support-regulatory-decision-making-drug-and-biological",
    "https://www.nasdaq.com/market-activity/stocks/sdgr/earnings",
    "https://www.nasdaq.com/market-activity/stocks/rxrx/earnings",
    "https://www.nasdaq.com/market-activity/stocks/cert/earnings",
    "https://www.nasdaq.com/market-activity/stocks/abcl/earnings",
    "https://www.nasdaq.com/market-activity/stocks/rlay/earnings",
    "https://www.nasdaq.com/market-activity/stocks/absi/earnings"
  ],
  "discovery_sources": [
    {
      "kind": "duckdb_readonly_query",
      "label": "Computational Design And TechBio Platforms weekly OHLC and EMA chart inputs",
      "query_ref": "discovery:duckdb:daily_ohlc_weekly_aggregation_20w_100w_ema:computational-design-and-techbio-platforms:2026-06-12"
    },
    {
      "kind": "report-api",
      "label": "Selected security weekly charts",
      "query_ref": "report-api:/api/securities/{ticker}/chart?frequency=weekly&window=3y&as_of=latest"
    },
    {
      "kind": "status",
      "label": "Spot-checked local discovery status",
      "query_ref": "discovery:status:SDGR|RXRX|CERT|ABCL|RLAY|ABSI"
    },
    {
      "kind": "lineage-status",
      "label": "Spot-checked daily_ohlc lineage metadata",
      "query_ref": "discovery:lineage-status:daily_ohlc:SDGR|RXRX|CERT|ABCL|RLAY|ABSI"
    }
  ],
  "basket_source_notes": {
    "ranking_basis": "Source-backed node economics first, platform purity second, clinical conversion third, and technical timing last.",
    "market_cap_method": "Local discovery instrument weighted shares outstanding multiplied by 2026-06-12 adjusted close from daily_ohlc; values are rounded in the HTML cards.",
    "next_earnings_status": "Not confirmed for SDGR, RXRX, CERT, ABCL, RLAY, and ABSI. Nasdaq earnings pages and reviewed company IR materials did not provide future Q2 2026 dates as of 2026-06-13.",
    "latest_quarter_revenue_period": "Q1 2026 quarter ended March 31, 2026 for all six ranked tickers."
  },
  "review": {
    "reviewed_at": "2026-06-13T15:30:00-07:00",
    "write_scope": [
      "themes/ai-enabled-biology-and-scientific-discovery/nodes/computational-design-and-techbio-platforms/index.html",
      "themes/ai-enabled-biology-and-scientific-discovery/nodes/computational-design-and-techbio-platforms/report.json"
    ],
    "patches": [
      "Normalized hidden setup source labels to Why It Matters To The Theme, Tailwinds, and Headwinds.",
      "Added the exact setup-narrative hidden CSS selector.",
      "Replaced lingering proof-burden wording with concrete cash, data, and evidence-standard language.",
      "Recorded live selected-security API validation and shared-file deferral limitations."
    ],
    "shared_file_deferrals": [
      "No nodes/node-data.json exists for this theme family.",
      "Parent report/page and sitemap were inspected but not edited due the two-file review scope.",
      "Coordinator can refresh sitemap and parent freshness/source metadata if aggregate metadata normalization is required."
    ],
    "api_validation": "Static right-rail API hooks and metadata are present; live loopback HTTP chart validation may be blocked when 127.0.0.1:8765 is not reachable from the tool environment."
  },
  "subagent_research": {
    "primary_agents": 10,
    "merge_agents": 1,
    "final_ranking": [
      "SDGR",
      "RXRX",
      "CERT",
      "ABCL",
      "RLAY",
      "ABSI"
    ],
    "ranking_basis": "Source-backed node economics first, platform purity second, clinical conversion third, and technical timing last."
  }
}