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By Intermission· 2,621 words

ResearchEvidenceQuestion

Which companies benefit the most from AI Drug Discovery?

Evidence(7)

  1. Rentosertib’s randomized phase IIa results are published

    [3]

    A 71-patient study reported a 12-week lung-function signal: mean forced vital capacity rose 98.4 ml in the highest-dose group and fell 20.3 ml with placebo.

    1

    This provides controlled human evidence for Insilico’s drug-development case, but the small, short study does not establish pivotal efficacy.

  2. Recursion reports an early patient signal for REC-4881

    [21]

    Recursion reported a median 43% reduction in polyp burden among 12 efficacy-evaluable patients in its open-label TUPELO study.

  3. Schrödinger announces TuneLab access through LiveDesign

    [6]

    Schrödinger said its LiveDesign platform would be a priority interface for participating biotech companies to access Lilly’s TuneLab workflows.

  4. Lilly and NVIDIA announce an AI drug-discovery lab

    [12]

    The companies announced up to $1 billion of joint investment in talent, infrastructure and compute over five years.

  5. Roche announces its NVIDIA AI factory

    [10]

    Roche described 2,176 on-premises GPUs and combined on-premises and cloud infrastructure exceeding 3,500 Blackwell GPUs.

  6. Schrödinger reports its software and discovery revenue mix

    [5]

    In its second-quarter results release, Schrödinger reported $32.5 million of software revenue at a 71% gross margin, alongside $23 million of drug-discovery revenue that included a $10 million milestone.

  7. Insilico announces first dosing in rentosertib phase III

    [4]

    Insilico announced first patient dosing in its Chinese GENESIS-IPF-3 study. The planned trial has 320 participants and 52 weeks of treatment.

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