Insights / Therapeutic Area
Posts carrying the Oncology tag.
6 Jan 2026 · 2 min read
Insilico Medicine closed 2025 with a ~US$293M HKEX IPO and opened 2026 with an $888M oncology collaboration with Servier — two major pharma deals in two months that suggest repeatable demand for their AI drug discovery platform.
25 Sept 2025 · 1 min read
The NHS is building AIR-SP, a national AI screening cloud that lets every trust plug into shared, real-world trials — starting with a breast-cancer study involving nearly 700,000 women. I think the overall approach makes sense, and I'd love to see other countries adopt something similar.
22 Sept 2025 · 1 min read
Flagship Pioneering's Lila Sciences just raised $235M in Series A to build AI-and-robotics-powered "science factories" — and I think the full-stack automation thesis is more compelling than AI-alone approaches for drug discovery.
30 Jan 2025 · 1 min read
I attended the FutureofHealth summit in Dubai today, where leaders from PureHealth and GE HealthCare shared their visions for agentic AI in primary care and oncology — including the bold idea that primary care could become free over time.
28 Jan 2025 · 1 min read
It currently feels like a new techbio AI drug discovery play is launched on a weekly basis, showing the AI hype in this field isn't over yet. I'm curious to see how this new generation of companies will fare compared to previous biotech platform plays, given that many steps like MedChem and Toxicology still take time even with AI acceleration.
14 Jan 2025 · 1 min read
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.