Citrini Research Backs Life Sciences After AI Protein Project

Citrini Research announced on Tuesday that it is backing life sciences stocks, including Charles River Laboratories, Revvity, and Tecan Group, following a three-month project using Anthropic's Claude AI to design proteins targeting scorpion toxins.

Using an advanced internal Anthropic model and over 300 AI sub-agents, the firm designed 211 proteins. Lab tests conducted by Twist Bioscience and Adaptyv Bio showed that 17 of these proteins successfully bound to toxins. The project cost $200,000 and identified several high-affinity designs.

Despite the results, the firm noted that blocking effects remain untested. Citrini Research stated that "a great deal of science remains before anyone could call the result a treatment."

Analysts at the firm argue that the emergence of AI virtual biologists will drive increased demand for life sciences companies. They described the sector as a secular story at cyclical lows and specifically characterized Revvity as the compute of biotech.