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AI Drug Discovery

Computational approaches using machine learning, deep learning, and foundation models to accelerate drug discovery — from target identification and molecular design to ADMET prediction and clinical trial optimization.

Key Companies

RecursionInsilico MedicineIsomorphic LabsRelay TherapeuticsSchrödinger

Recent Signals

DEEP DIVE

Boltz-2 Changes the Economics of Structure-Based Drug Design

MIT's open-weight model matches AlphaFold3 on protein-ligand complexes while running on a single GPU. For computational chemistry teams, the implications for hit-to-lead timelines are significant — and immediate.

Apr 15, 2026 · 12 min read

CLINICAL SIGNAL

Relay's RLY-2608 Posts 11.1-Month PFS in Phase 2

The AI-designed PI3Kα inhibitor shows durable responses in HR+/HER2- breast cancer with mutant-selective specificity. A landmark for computationally designed oncology drugs.

Apr 14, 2026 · 6 min read

DEALS & FUNDING

Earendil Labs Raises $787M for AI Drug Discovery

The largest Series B in AI pharma history signals growing conviction that foundation models can compress timelines from target to IND.

Apr 13, 2026 · 4 min read

TOOL INTELLIGENCE

Eli Lilly Pays Eight Figures Annually for Chai Discovery's Biologics Design Model

In a landmark deal structure for AI drug discovery, Lilly commits a mid-eight-figure annual license fee to Chai Discovery for access to its biologics design foundation model. Separately, GSK pays $50M upfront to NOETIK for its oncology model. The era of AI-as-infrastructure-for-pharma is here.

Apr 12, 2026 · 7 min read

SCIENCE GAPS

Science Gap: AI Protein Degraders for Neurodegeneration

Targeted protein degradation meets deep learning. Where the biology is ready, where the data is not, and what it means for drug programs targeting tau and alpha-synuclein.

Apr 12, 2026 · 9 min read

TOOL INTELLIGENCE

DiffDock v2 Resets the Benchmark for Blind Molecular Docking

The updated diffusion model achieves 58% top-1 success rate on PoseBusters, narrowing the gap with physics-based methods while maintaining speed advantages.

Apr 11, 2026 · 7 min read

TOOL INTELLIGENCE

AI-Discovered Drugs Are Running 80-90% Phase I Success Rates

An industry-wide analysis finds AI-first drug candidates are achieving Phase I success rates roughly double the historical 50% average. With fewer than 15 AI-first candidates completing Phase II and none yet FDA-approved, 2026 becomes the year the hype meets definitive clinical validation.

Apr 11, 2026 · 6 min read

DEALS & FUNDING

Recursion and NVIDIA Partner on GPU-Accelerated Molecular Dynamics at Scale

The collaboration aims to run millisecond-scale MD simulations for thousands of compounds simultaneously, a potential inflection point for free energy perturbation workflows.

Apr 10, 2026 · 5 min read

TOOL INTELLIGENCE

MMAI-Trained Foundation Models Claim 10× Gains on Drug Discovery Benchmarks

A new training framework for multimodal AI shows that domain-specific foundation models outperform general-purpose models by an order of magnitude on key drug discovery tasks. General LLMs fell short on approximately half the tested benchmarks, reinforcing that biology needs purpose-built models.

Apr 10, 2026 · 5 min read

CLINICAL SIGNAL

Insilico's AI-Designed Rentosertib Shows Lung Function Improvement in IPF Phase IIa

The GENESIS-IPF trial delivers the first clinical proof-of-concept for a fully AI-discovered drug: rentosertib, a TNIK inhibitor designed by Insilico Medicine's Chemistry42 platform, demonstrates dose-dependent FVC improvement in idiopathic pulmonary fibrosis patients. Phase IIb is underway.

Apr 10, 2026 · 8 min read

TOOL INTELLIGENCE

ADMET-AI Gets Its First Real-World Validation in a Clinical Candidate

A mid-stage biotech credits the open-source ADMET prediction tool with flagging a metabolic liability that traditional assays missed until later stages.

Apr 9, 2026 · 5 min read

DEEP DIVE

Weekly Briefing: The AI Drug Discovery Week in Review

Protein folding benchmarks shift again, two more AI-native biotechs enter the clinic, and why retrosynthesis models still struggle with stereochemistry.

Apr 7, 2026 · 8 min read

AI Tools