$Tempus AI(TEM.US) has dropped nearly five points, $Recursion Pharmaceuticals(RXRX.US) has dropped over three points. These two AI biotech stocks saw significant intraday declines, and the market has become more cautious about the valuation of 'AI-accelerated drug discovery' for another round. It's still in the validation phase before data comes out.

$Crinetics Pharmaceuticals(CRNX.US) barely moved, with no new updates on pipeline progress. $WUXI APPTEC(02359.HK) has a different logic, rising a little under two points. As a CXO 'shovel seller,' it follows global R&D outsourcing demand, which is a different story from biotechs betting on a single pipeline. Among this batch, the ones with real cash flow certainty are still like WuXi AppTec.