Structure prediction, generative chemistry, and computational pipelines — tracked daily.
Chai Discovery raised $130M at a $1.3B valuation in December 2025, backed by OpenAI and others, after unveiling Chai-2 with a 100x improvement in zero-shot de novo antibody design and a 16% hit rate.
Isomorphic Labs raised $600M led by Thrive Capital in March 2025, fueling the development of its AlphaFold 3-powered drug design engine and advancing internal programs toward clinical trials alongside $3B in Lilly and Novartis partnerships.
The FDA published its first draft guidance on AI in drug development in January 2025, introducing a seven-step credibility assessment framework for AI models used to support regulatory decision-making.
Recursion and Exscientia completed their $688M all-stock merger in November 2024, combining phenomics, precision chemistry, and the BioHive-2 supercomputer to create the largest publicly traded AI drug discovery company.
Insilico Medicine reported positive Phase 2a results for rentosertib in IPF in November 2024, marking the first clinical proof-of-concept for a drug discovered end-to-end using generative AI, later published in Nature Medicine.
Tracking 42 companies across 13 categories.
A stage-by-stage look at where machine learning enters the pharmaceutical pipeline
8 min readFrom the protein folding problem to AlphaFold, Boltz, and co-folding models
10 min readHow diffusion models, VAEs, and language models are designing novel molecules
7 min read