Will These AI Biotech Stocks Really 20X?

Matt McCall claims Elon has a new machine and as a result of this machine three small stocks have a chance to explode over 1,000%. The only problem is he won't give you the name of these stocks unless you buy his newsletter. However, I sat down and watched this hour-long presentation and was able to figure out each stock based on the clues in the presentation. In this video, I'm not only going to show you how I figured out the stocks, I'm going to reveal each one and tell you whether or not I think each one is a buy. There's lots of stocks to uncover, so we're just going to jump right into revealing them. This presentation revolves around Neuralink's surgical robot. McCall believes this machine will cause a boom in the AI biotech sector. However, Neuralink is a private company, so you can't invest in it, but McCall is pitching three stocks that he thinks will benefit from the AI biotech boom. And here's the clues for the first stock. McCall claims instead of searching through existing molecules, this company uses artificial intelligence to design entirely new proteins from scratch. Basically, you tell AI what you want the protein to do, like attack a disease, block a biological biological pathway, common immune response, and the system attempts to create a new protein specifically for the job. And this isn't just theoretical. McCall says one of the company's AI designed antibodies is already being tested in two phase three trials for severe asthma. He even cites Bloomberg saying the company could potentially become the first to win FDA approval for an AI designed protein drug. There are also some big names behind it. McCall says the company was created by the large group behind Moderna. Well, Nvidia has invested in the company and legendary biotech investor Baker Brothers recently built a large position. The stock being pitched here is Generate Biomedicines, ticker G E N B. Generate Biomedicines is a clinical stage biotech company using artificial intelligence to design entirely new protein-based medicines. Instead of relying on traditional drug discovery, Generate combines machine learning with large-scale biological testing to essentially learn the rules of proteins and then design new ones for specific medical targets. The company's lead drug is GB0895, an antibody being developed for severe asthma. It's currently being tested in two global three trials with Generate evaluating a formulation that could potentially be given just twice per year. Generate also has early stage programs targeting areas like cancer and immunology, along with partnerships involving companies such as Amgen and Novartis. The company only went public in February 2026 under the ticker GN GENB, so this is still a very young and highly speculative public biotech stock. Now, let's move to the scorecard. Core business, I give this an eight out of 10. Generate BioMedicines is trying to use artificial intelligence to design completely new protein-based medicines rather than relying on traditional drug discovery. I like the concept because if the platform works consistently, the company could potentially create drugs faster and target diseases in ways that were much harder before. The problem is that this is still a clinical stage biotech, so the tech technology has to prove itself in the real world. Growth potential, we'll give a nine out of 10. The growth potential is probably the strongest part of the story. Generate is not built around just one drug. The bigger opportunity is the underlying platform, which could theoretically be used across asthma, cancer, immunology, and other disease areas. Even if a few of these programs become successful commercial drugs, the company would become much larger than it is today. Competitive advantage, we give an eight out of 10. Generate appears to have a meaningful technological advantage through its AI-driven protein design platforms. The company has strong backing and partnerships, which gives this story more credibility than a typical small biotech startup. But, I would not call the moat fully proven yet because competitors are also investing heavily in AI-driven drug discovery. Financial strength, we give a 5.5 out of 10. Financial strength is one of the weaker areas. Generate is still spending heavily on research, clinical trials, development while generating very little compared with a mature pharmaceutical company. That means investors have to be comfortable with continued cash burn and the possibility of future capital raises if development costs remain high. Valuation, 5.5 out of 10. Valuation is difficult because investors are mostly paying for what Generate could become rather than what the business is producing today. If the AI platform leads to multiple successful drugs, the current valuation could eventually look very reasonable. But if the clinical pipeline disappoints, there's not much established earning power underneath the stock to support the valuation. Risk, we give a 4.5 out of 10. This is definitely a high-risk investment. A failed clinical trial, safety program, regulatory setback, or disappointing result from its lead drug could cause the stock to fall very quickly. And because so much of the long-term thesis depends on proving the platform works repeatedly, investors are taking both normal biotech risk and technology platform risk. Overall, I give this a seven out of 10. I really like the long-term potential of using AI to design new medicine, and if the platform works, the upside could be substantial. But this is still an early-stage biotech with major clinical, financial, and execution risk. I would classify GENB as a high-risk, high-reward speculative stock rather than a core holding. I'm going to reveal the rest of the stocks in 15 seconds, but before I do, I want to tell you about my free report on the top 10 stocks to buy and hold right now. These are companies I believe have the best mix of strong long-term potential and growth. When you're done watching, click the link in the description, enter your email, and I'll send it straight to your inbox. Here's the clues for the second stock. The second stock McCall teases is another biotech company, but this one is focused on changing how protein and peptide medicines are delivered. McCall explains that many peptide drugs have to be injected because your stomach breaks them down before they ever reach the bloodstream. But this company developed technology designed to protect those peptides long enough to survive the stomach and be absorbed into the body. And according to McCall, that technology has already produced a major breakthrough. Earlier this year, the FDA approved a pill using the platform to treat plaque psoriasis, and Johnson & Johnson had already licensed the drug and committed hundreds of millions of dollars to the program. But there's another important clue. The company also developed a treatment for a rare blood cancer where many patients still undergo regular therapeutic blood draws. McCall says its once-weekly injection dramatically reduced the need for those procedures, and Takeda has already paid for the US rights to that drug. So you have Johnson & Johnson backing one drug and Takeda backing another, both coming from the same underlying platform. This is Protagonist Therapeutics, ticker PTGX. Protagonist is a biotech company focused on developing peptide-based medicines for areas including inflammation, blood disorders, and metabolic diseases. What makes the company interesting is its proprietary peptide discovery platform, which is designed to create drugs with specific characteristics like better stability, potency, and potentially even oral delivery. Its biggest commercial success so far is icotibant, an oral peptide treatment for plaque psoriasis that was approved by the FDA in March 2026 and is now being commercialized by Johnson & Johnson. The company also discovered rusfertide, a once-weekly treatment for polycythemia vera. That drug was just approved by the FDA on August 8th, 2028, 2026 with Takeda handling commercialization. And beyond those two drugs, Protagonist is building a broader pipeline targeting obesity, immunology, and other peptide-based opportunities. So, unlike a very early biotech PTGX already has two FDA-approved drugs tied to its platform, which makes this a much more validated story. Now, let's head to the score cards. For core business, we give this an 8.5 out of 10. Protagonist has a strong core business for a biotech this size. The company focuses on peptide-based medicines, and the story is not just theoretical anymore. It has already produced important real-world results, which make the business much more credible than a typical early-stage biotech. I also like that the company is targeting meaningful medical areas like inflammation, blood disorders, and metabolic diseases. Growth potential, 8.5 out of 10. The growth potential here is very attractive. PTGX already has two important approved drugs tied to its platform, but the bigger opportunity is that the company can continue expanding into additional peptide-based programs over time. If management keeps building on the platform successfully, and there is room for meaningful long-term upside from both commercial progress and future pipeline development. Competitive advantage, we give an eight eight out of 10. I think Protagonist has a real competitive advantage. Its peptide discovery platform appears to give it an edge in designing drugs with strong stability, potency, and potentially better delivery characteristics. More importantly, the platform now has proof behind it. That said, biotech competition is always intense, so I would not call it an untouchable moat. Financial strength, we give it seven out of 10. Financial strength looks better than you usually see from a smaller biotech. PTGX is still not the kind of company I would call financially bulletproof, but having major partnerships and approved products makes the story much stronger than a biotech that is relying purely on hope and trial results. It still carries normal biotech volatility, but the financial profile is clearly more solid than a company with no commercial validation. Valuation, we give a 6.5 out of 10. Valuation is probably one of the trickier parts of the story because PTGX has a real platform validation and approved drugs, investors have good reason to assign it a premium valuation. But that also means some of the quality of the story may already be recognized into the stock. So, I see upside here, but I think investors have to be careful not to assume the stock is cheap just because the business is promising. Risk, I give a six out of 10. This is still a biotech stock, so the risk is real. Pipeline setbacks, commercial disappointment, regulatory issues, slower than expected adaptation could still hurt the shares. And biotech names can stay very volatile even when the underlying story is improving. But compared with a very early-stage biotech, PTGX is clearly a lower risk situation because it already has meaningful proof behind the platform. Overall, I give Protagonist Therapeutics an eight out of 10. I like PTGX because it still offers good upside, but it is a much more validated story than a speculative biotech with no approved products. The platform appears real, the partnerships are meaningful, and the company already has proof that it can bring important drugs to market. I would classify PTGX as a moderate risk, high upside biotech rather than an extreme risk speculation. Now, here's clues for the third and final stock. The third stock McCall teases is what he calls the boldest pick of the three. This company is going after the massive obesity market with a drug designed to hit two different hormone pathways at the same time. Similar to the approach behind some of the most powerful weight loss drugs already on the market. And this isn't an early laboratory experiment. Says the company already has its lead obesity drug in phase three with two large trials underway. The really eye-catching clue is what happened after its phase two results. McCall said that when the company released these results, the stock more than doubled in a single day, showing just how dramatically Wall Street reacted to the data. And the company isn't stopping with one obesity drug. McCall also points to a second program targeting amylin, another hormone being heavily researched by major pharmaceutical companies as the industry searches for the next generation of weight loss treatments. So, you have a company already in phase three for obesity, a stock that exploded after earlier clinical results, and another potentially important obesity drug entering development. This is a Viking Therapeutics, ticker VKTX. Viking Therapeutics is a clinical-stage biotech focused primarily on obesity and metabolic disease, and its lead lead drug is VK2735. 735 is a dual GLP-1 GIP agonist similar in concept to some of the most successful weight loss drugs already on the market. Viking is testing an injectable version in two fully enrolled phase three Banquish trials with the results expected in 2027. The company is also developing an oral version of VK2735 with a phase three trial expected to begin in the fourth quarter of 2026. Beyond that, Viking recently started a phase one trial for VK3019, a new drug targeting amylin and calcitonin receptors that could eventually be used either alone or alongside GLP-1 treatments. And financially, Viking ended June with roughly 502 million in cash and investments, giving it a fairly strong balance sheet for a clinical-stage biotech. Let's head to the scorecards now. For core business, 8.5 out of 10. Viking Therapeutics has a very attractive core story. The company is focused on obesity and metabolic disease, which is one of the biggest and most valuable opportunities in biotech right now. It's lead drug VK2735 is going after a market a massive market, and the company has an oral version plus a next generation amylin program behind it. That gives Viking a focused and compelling business even though it's still a clinical stage biotech. Growth potential, we give a nine out of 10. The growth potential here is extremely high. If VK2735 works in phase three and eventually reaches the market, Viking could become a much more valuable company because obesity is such a large commercial opportunity. And if the oral version or VK3019 also succeeds, that could create even more upside. This is easily one of the strongest parts of the story. For competitive advantage, we give a seven out of 10. Viking has a good position, but this is also a brutally competitive space. The company does have a promising pipeline pipeline and multiple shots on goal, which helps. But obesity is one of the hottest areas in biotech and Viking is competing against very large pharmaceutical companies with far greater resources. So I think the opportunity is real, but the moat is not especially strong. Financial strength, we give a 7.5 out of 10. The financial strength looks pretty solid for a clinical stage biotech. The company has a strong cash position, which gives it room to keep funding trials and advancing the pipeline. That reduces some of the immediate financing pressure you often see in smaller biotech companies. It is still not a profitable operating business, but the balance sheet is clearly a positive. Valuation, we give a six out of 10. Valuation is one of the trickier parts of the story. The obesity opportunity is so large that investors are willing to pay up for a promising company like Viking. But that also means a lot of the optimism can get priced into the stock well before final commercial success is proven. So, while there is still an upside, the valuation depends heavily on VK2735 delivering. Risk, 5.5 out of 10. This is still a risky stock. If phase 3 results disappoint, or safety, competition, or execution become major problems, the stock could fall hard. Viking may have a strong story, but it still depends heavily on clinical success. So, I would definitely class classify this as a higher risk biotech, even if it is not the riskiest kind of speculative name. Overall, I give this an 8 out of 10. I like the size of the obesity opportunity, the strength of the pipeline, and the company's solid balance sheet. There's clearly a path to major upside here if VK2735 succeeds, but this is still a clinical stage biotech in a very competitive market, so investors need to respect that risk. I would classify VKTX as a high upside, moderate to high risk biotech stock. And before you go, don't forget to grab my free report on the top 10 stocks to buy and hold right now. These are companies I believe offer the best combination of long-term growth potential and strong underlying businesses. Just click the link in the description, enter your email, and I'll send the full report straight to your inbox.