Analyses focusing on artificial intelligence, machine learning pipelines, and techbio platforms in drug discovery.
A deep-dive analysis of the AI drug discovery landscape as of late September 2026. We evaluate leading TechBio platforms across the three pillars of the value chain (understanding disease, designing therapeutics, and guiding clinical development), examine critical powerhouses like Xaira, EvolutionaryScale, Schrödinger, and Enveda, and analyze the shift toward closed-loop biological truth.
A data-driven analysis of the AI-in-biology landscape as of September 2026: Insilico Medicine dosing the first Phase 3 patient for rentosertib in IPF, Novo Nordisk and Anthropic's landmark Claude Science alliance, Generate:Biomedicines advancing dual Phase 3 antibody trials, Recursion's clinical phenomics pipeline, and the regulatory shift to the 'Biology is Kingmaker' era.
A source-backed deep read on Insilico Medicine's Pharma.AI platform, the rentosertib Phase 2a GENESIS-IPF data published in Nature Medicine in June 2025, the HKEX:3696 listing in December 2025, the Phase 3 initiation in July 2026, and the Lilly / Servier / SK Biopharm / Takeda partnership wave that pushed headline deal value past $6.7B in seven months. Includes the per-claim audit of the marketing vs. the peer-reviewed record, and a critical read on the Phase 2a sample size, the liver-toxicity signal in nintedanib combination, and the Phase 3 protocol.
A source-backed ranking of the AI-bio companies that actually matter in June 2026 — Isomorphic Labs, Insilico Medicine, Recursion, Valo Health, Schrödinger, Insitro, Generate, Tempus AI, Iambic, and Biolojic Design. With their pipelines, pharma deals, and the read on what separates the top 10 from the 320+ other AI-bio companies.
A source-backed ranking of the 10 biopharma stocks with the highest YTD returns through June 27, 2026, drawn from the full NASDAQ+NYSE biotech universe (1,072 names). Q32 Bio (+283%), Tango Therapeutics (+252%), Veradermics (+236%), Oruka (+221%), Enliven (+222%), Twist Bioscience (+208%), Absci (+202%), Liquidia (+149%), Dianthus (+140%), Revolution Medicines (+130%). Includes a methodology correction from an earlier version of this analysis.
Generate Biomedicines' first AI-designed Phase 3 antibody dosed a patient, Insilico closed a $2.5B CNS partnership with SK Biopharm, Isomorphic Labs announced a $2.1B Series B, and Boltz/Protenix open-sourced AlphaFold 3. Here's where AI in drug discovery actually stands in mid-2026.
This week's life-sciences industry diff added 52 genuinely new companies. We dug into all of them — here are the ones with real funding momentum, big-name backers, or scientific bets large enough to move the field.
How does the performance of computational and AI-designed molecules compare with traditional discovery pipelines in early clinical trials?