Six Biotech Stocks Deliver Stunning Gains of Up to 700%

Profluent announced a collaboration with BioMarin Pharmaceutical Inc. to design and optimize novel enzyme therapies for BioMarin's pipeline. Under the agreement, Profluent will apply its foundational AI models to generate novel potential drug candidates, and BioMarin will screen the results with the goal of eventually advancing the most promising designs. Profluent will design and optimize enzyme candidates using its suite of proprietary protein language models, which draw on the Profluent Protein Atlas, described as the largest protein sequence dataset in the world with more than 115 billion unique sequences. BioMarin will use Profluent's AI models to rapidly explore protein designs and identify candidates with desired activity and stability profiles, then advance the most promising into preclinical testing. Pooja Agarwal, Vice President and Head of Metabolic Conditions Research at BioMarin, said the collaboration pairs Profluent's de novo protein design approach with BioMarin's decades of enzyme therapy expertise, while Profluent CEO Ali Madani said the partnership aims to accelerate BioMarin's drug discovery pipeline.

Ginkgo Datapoints, an offering of Ginkgo Bioworks, and Apheris GmbH announced that the Antibody Developability Consortium has launched with AbbVie, argenx, Lundbeck, and Takeda as founding members. The industry collaboration aims to build the field's largest standardized antibody developability dataset, with each founding member contributing proprietary antibody sequences and Ginkgo Datapoints filling any remaining capacity from publicly available sources to reach 10,000 antibodies in total. Using Apheris' federated infrastructure, members can train, benchmark, and refine AI models on the full consortium dataset without exposing their raw proprietary sequences to other members, and they retain ownership of the sequences and assay data they contribute. Ginkgo Datapoints leads the scientific design and execution, including sequence selection, antibody production, and high-throughput wet-lab characterization, and trains a foundation antibody developability model within Apheris' secure environment. Charlotte Deane of the University of Oxford and Peter Tessier of the University of Michigan will provide independent scientific oversight, and the consortium's initial dataset is targeted for delivery to members by early 2027.

The commercialization of AI-driven drug development continues to move forward. Insilico Medicine announced a partnership to build a generative biology foundation model focused on biologic design and target optimization. The 2026 European Society for Medical Oncology annual meeting will open from October 23 to 27, featuring 28 breakthrough clinical studies led by or deeply involving China, of which 4 were selected for oral presentation in the plenary session, accounting for one-third of the total. In the pharmaceutical segment, 29 late-breaking abstract trial drugs were originally developed or co-developed by domestic Chinese pharmaceutical companies, covering multiple frontier areas including antibody-drug conjugates, bispecific antibodies, and EGFR-TKI-resistant non-small cell lung cancer. Guosheng Securities noted that the radiopharmaceutical sector recently saw two major deals: Telix acquired ITM for 1.65 billion US dollars, and Borui Chuanghe signed a collaboration with Novartis worth up to 900 million US dollars. Meanwhile, Ionis' oligonucleotide therapy Ulefnersen met its primary endpoint in a Phase III study for FUS-ALS, providing the first effective treatment option for this rare disease. As of August 31, 2026, the top ten weighted stocks in the SSE STAR Market Biomedical Index accounted for 51.54% of the total, namely United Imaging Healthcare, BeiGene, Allist Pharmaceuticals, Baili Tianheng, Zelgen Biopharmaceuticals, RemeGen, iRay Technology, Huitai Medical, Junshi Biosciences, and MGI Tech.

AbbVie Inc. and Iambic announced a multi-year collaboration to use Iambic's AI platform to accelerate small-molecule drug discovery across immunology, neuroscience, and oncology. The partnership will use Iambic's Enchant v3 model, which is trained on more than 6,000 molecular properties and is designed to evaluate multiple drug characteristics simultaneously, with the companies pursuing candidates with first-in-class and best-in-class potential. Iambic will receive an upfront payment, milestone payments, and tiered royalties on net sales, though the financial terms were not disclosed. The deal comes as AbbVie leans on newer products to offset Humira's decline: in the first half of 2026, Skyrizi generated $9.99 billion, up 27.3%, and Rinvoq generated $4.64 billion, up 24.0%, while Humira revenue fell 37.3% to $1.44 billion, and Vraylar revenue rose 18.7% to $1.98 billion. AbbVie's second-quarter 2026 revenue reached $16.99 billion, up 10.2%, with Skyrizi and Rinvoq together generating $8.03 billion, up roughly 24% year over year, and its 2025 filing says U.S. composition-of-matter patents for Skyrizi and Rinvoq are expected to expire in 2033. The collaboration carries no immediate earnings catalyst, since any royalties or product revenue depend on successful discovery, clinical development, and regulatory approval, and AbbVie would share economics through milestone payments and tiered royalties if Iambic's models produce successful medicines.