CH Health Tech Advisory

14 January 2025 · 1 min read

One of the first tech-bio deals coming out to JPM this year: Insilico Medicine and MENARINI Group...

One of the first tech-bio deals out of JPM this year sees Insilico Medicine and MENARINI Group deepen their partnership around an AI-discovered asset — not an AI platform — potentially worth up to $550M. I'm curious which business model will emerge as the leader for AI-techbio companies: selling AI platforms and services, or developing your own pipeline.

Last updated

6 May 2026

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Filed under Tech Bio · AI in Pharma

Tech BioArtificial IntelligenceOncologyLicensing / Co-PromotionProduct StrategyInnovation ManagementPre-clinical research

One of the first tech-bio deals coming out to JPM this year: Insilico Medicine and MENARINI Group have announced a deepened partnership, potentially worth up to $550M. Interestingly, this isn't a technology deal - it's focused on an "AI-discovered" asset targeting KAT6 inhibitors for breast cancer, MEN2312.

https://lnkd.in/e8Ra6yQf

I'm still curious to see which business model will start to emerge as the leading one for AI-techbio companies: selling AI platforms and services, or developing your own pipeline? And, beyond that, how will AI fundamentally change the pharma discovery and development model.

What do you think? I'd love to hear your thoughts on this.