tech
March 9, 2026
Biotech is resistant to AI disruption. Josh Brown likes these two stocks in the industry
Josh Brown and Sean Russo take a look at the biotech stocks in their Best Stocks list.
TL;DR
- Biotech stocks, like Amgen and AbbVie, are considered resistant to disruption from AI due to their physical technology (molecules and proteins) and complex infrastructure.
- While AI is improving drug discovery and design, the approval pipelines, specialized facilities, and logistics of biotech remain significant barriers to rapid disruption.
- Amgen reported 2025 revenues of $36.8 billion, up 10% year over year, with 18 products achieving record sales.
- AbbVie posted record full-year revenues of $61.2 billion in 2025, a 8.6% increase year over year, with its ex-Humira growth platform accelerating.
- Technical analysis suggests both stocks are in uptrends, with key support levels to watch for risk management: AbbVie's 200-day moving average around $213 and Amgen's 50-day moving average near $352.
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