Isomorphic Labs Just Made $2.1 Billion Obsolete as a Number: The Real Bet Is on What Comes After Phase 2
Isomorphic Labs' $2.1B raise signals AI drug discovery has crossed from hype to pipeline — and traditional pharma R&D...
AI Drug Discovery
Biotech’s Uncomfortable Adolescence: Capital Is Back, But the Industry Has Changed Permanently
Biotech VC hit $26B in 2024 as IPOs lagged and China licensing surged—here's what the recovery's structure reveals about...
The $4 Billion AI Drug Discovery Bet Has a Hidden Ceiling No One Is Pricing In
AI drug discovery attracted $4B in 2024 VC funding, but Phase 3 attrition, payer skepticism, and regulatory opacity threaten...
Novo Nordisk’s OpenAI Deal Isn’t About Drug Discovery — It’s About Owning the Next Cost Curve
Novo Nordisk's OpenAI partnership signals a new pharma AI arms race where pipeline economics, not just science, get rebuilt...
AI Rewires Drug Discovery’s Economics, Infrastructure, and Biology Itself
At BIO-Europe Spring 2026, leaders from Eli Lilly, Schrödinger, Boltz, Bioptimus, and Sofinnova Partners convened to diagnose how foundation...